# Endowment Wealth Management

> Mobile portal for clients to access financial information and firm overview. (iPhone/iPad app by Prateek Mehrotra.)

- Source: https://appshunter.io/ios/app/endowment-wealth-management/id630402086 (this page in markdown: same URL + `.md`)
- Developer: [Prateek Mehrotra](https://appshunter.io/developer/630402089)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 11.0 · 30 MB
- Languages: American English
- Released: 2013-05-17
- Data updated: 2026-07-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/endowment-wealth-management/id630402086/reviews.md

## What is Endowment Wealth Management?

This free mobile app will allow our clients to find and access their personal web portal on their iOS devices. It will also provide them a brief overview on our Firm, our Endowment Investment Philosophy, our Account Aggregation technology, and our Online Secure Vault.

## Key features

- Client web portal access
- Firm overview
- Investment philosophy
- Account aggregation
- Online secure vault

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/endowment-wealth-management/id630402086/reviews.md

### 5/5 — Great design and easy function

*2013-05-19*

Thanks for providing the functional app

## Frequently asked questions about Endowment Wealth Management

### What is Endowment Wealth Management?

Endowment Wealth Management is a mobile application designed to provide clients with secure access to their personal web portal. It also offers insights into the firm's investment philosophy and account aggregation technology.

### Is Endowment Wealth Management free to use?

Yes, Endowment Wealth Management is available for free download and use on iOS devices. There are no in-app purchases or subscription fees associated with this application.

### What devices are supported by Endowment Wealth Management?

Endowment Wealth Management is compatible with iPhone, iPad, and iPod devices. It requires an iOS operating system.

### How secure is Endowment Wealth Management?

The app provides access to an 'Online Secure Vault', indicating a focus on security for client financial information. Specific security protocols are not detailed in the description.

### When was Endowment Wealth Management last updated?

The latest version of Endowment Wealth Management was released on February 18, 2023. The app was initially released on May 17, 2013.

### What is the age rating for Endowment Wealth Management?

Endowment Wealth Management has an age rating of 4+, making it suitable for a wide range of users. This rating is based on general content appropriateness.

### Does Endowment Wealth Management have ads?

No, Endowment Wealth Management does not contain advertisements. The app is free to use and does not display any promotional content.

### What information can I access through Endowment Wealth Management?

Through the app, clients can access their personal web portal, learn about the firm's Endowment Investment Philosophy, understand Account Aggregation technology, and utilize the Online Secure Vault.

## Version history (last 5 releases)

### 1.9 — 2023-02-18

Bug fixes
Performance Improvements

### 1.8 — 2023-01-11

We have improved the design so we can make it better for you.

### 1.0.7 — 2023-01-10

We have improved the design so we can make it better for you.

### 1.0.6 — 2022-12-25

Bug fixes
Performanace Improvements

### 1.0.5 — 2019-03-08

- Bug Fixes

## Apps similar to Endowment Wealth Management

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Dechtman Wealth Management](https://appshunter.io/ios/app/dechtman-wealth-management/id1589477213) | — | Free | Finance |
| [EndowPay](https://appshunter.io/ios/app/endowpay/id6753772231) | 3.0 (2) | Free | Finance |
| [Pininvest Portfolio Management](https://appshunter.io/ios/app/pininvest-portfolio-management/id1531565469) | 5.0 (1) | Free | Finance |
| [Shepherd Wealth Management](https://appshunter.io/ios/app/shepherd-wealth-management/id6473789466) | 5.0 (1) | Free | Finance |
| [ISEC Wealth Management](https://appshunter.io/ios/app/isec-wealth-management/id1553779450) | — | Free | Finance |
| [MFG Wealth Management](https://appshunter.io/ios/app/mfg-wealth-management/id1582642909) | 5.0 (1) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-18.*