# Esphera Capital — Manage your accounts on the go

> Secure, modern wealth management platform with consolidated financial insights. (iPhone/iPad app by Esphera Capital LLC.)

- Source: https://appshunter.io/ios/app/esphera-capital/id6755967305 (this page in markdown: same URL + `.md`)
- Developer: [Esphera Capital LLC](https://appshunter.io/developer/1857691322)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 63 MB
- Languages: English
- Released: 2025-12-15
- Data updated: 2026-07-17
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/esphera-capital/id6755967305/reviews.md

## What is Esphera Capital?

Esphera Capital offers a secure, modern, and premium experience for managing and understanding your wealth. Built with a clean and intuitive design, the app provides a seamless way to stay informed and in control of your financial landscape.

Designed for clarity and peace of mind, every part of the app brings your financial information to life through elegant visuals, simple navigation, and real-time insights.

Key Features:
• Secure and effortless access
 Log in using Face ID for fast and secure authentication.

• Consolidated wealth view
 See your total balance across all custodians at a glance, with clear charts and breakdowns.

• Add external accounts
 Connect accounts from multiple institutions (including JP Morgan, UBS, Merrill Lynch, Santander, and more) to create a complete, unified view of your holdings.

• Portfolio and asset allocation insights
 Explore your distribution across Cash, Fixed Income, Equity, Mixed Allocation, and Alternative Investments with intuitive visual charts.

• Performance tracking
 Monitor your returns across 12M, YTD, and Previous Years. Review detailed charts and breakdowns by portfolio, custodian, or asset class.

• Detailed balance evolution
 Understand Beginning Value, Deposits and Withdrawals, Ending Value, and Change in Value through clear visuals.

• Holdings overview
 Access each investment with expanded details including invested amount, market value, and gain or loss.

• Activity center
 View all transactions (buys, sells, interest, dividends, withdrawals, transfers, and more) with easy filtering options.

• Transfer Request
 Submit transfer requests with guided workflows for internal, domestic, and international transfers.

• Reports hub
 Access monthly consolidated reports, download PDFs, or enable email delivery.

• Personalized client tiers
 Your tier (Bronze, Silver, Gold, or Platinum) is automatically assigned based on your total balance, reflecting your overall portfolio scale.

• Light, dark, and system themes
 Choose your visual experience or follow your device's system settings.

Esphera Capital combines refined design, strong security, and powerful financial insights into one seamless platform. Experience a wealth management app that feels elegant, intuitive, and built around your needs.

Your financial world, clearly presented and always within reach.

## Key features

- Secure Face ID login
- Consolidated wealth view
- Connect external accounts
- Portfolio and asset allocation insights
- Performance tracking
- Detailed balance evolution
- Activity center with filtering

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/esphera-capital/id6755967305/reviews.md

### 5/5 — Secure and intuitive

*2025-12-19*

Love how secure and easy this app is to use. Everything flows smoothly, and having all my accounts consolidated in one place gives me peace of mind

## Frequently asked questions about Esphera Capital

### What is Esphera Capital?

Esphera Capital is a free finance app that provides a secure and modern platform for managing and understanding your wealth. It offers a consolidated view of your accounts, performance tracking, and portfolio insights with an intuitive design.

### Is Esphera Capital secure?

Yes, Esphera Capital prioritizes security with features like Face ID for fast and secure authentication. The app is designed to offer a premium and secure experience for managing your financial information.

### Can I connect accounts from different banks to Esphera Capital?

Yes, you can add external accounts from multiple institutions, including major banks like JP Morgan, UBS, Merrill Lynch, and Santander, to create a complete and unified view of your holdings within the app.

### How does Esphera Capital help me track my investments?

Esphera Capital provides detailed performance tracking, allowing you to monitor returns over various periods (12M, YTD, Previous Years) with clear charts and breakdowns by portfolio, custodian, or asset class. You can also view holdings with details on invested amount, market value, and gain or loss.

### What kind of reports does Esphera Capital offer?

The app features a reports hub where you can access monthly consolidated reports, download them as PDFs, or opt to have them delivered via email. This helps you stay informed about your financial activity and performance.

### Does Esphera Capital have ads?

No, Esphera Capital is ad-free. The app is designed to provide a premium and uninterrupted experience for managing your wealth without advertisements.

### What devices is Esphera Capital available on?

Esphera Capital is available on iPhone, iPad, and iPod devices, offering a seamless financial management experience across Apple's mobile ecosystem.

### How often is Esphera Capital updated?

The latest version of Esphera Capital is 7.1.0, and it was last updated on March 24, 2026. This indicates a commitment to regular updates and improvements for the app.

## Version history (last 5 releases)

### 8.0.0 — 2026-07-03

Improved performance and reduced session time for more security

### 7.2.2 — 2026-05-13

Improve ui dark mode

### 7.1.0 — 2026-03-24

Improved loading states

### 7.0.3 — 2026-03-12

Improved performance and value formats on holdings details

### 7.0.1 — 2026-02-14

Improved dashboard performance and reports headers

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*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 2026-07-17.*
