# Evercore Wealth & Trust

> Mobile client portal for viewing financial accounts, statements, and company insights. (iPhone/iPad app by Evercore Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/evercore-wealth-and-trust/id1491431142 (this page in markdown: same URL + `.md`)
- Developer: [Evercore Wealth Management, LLC](https://appshunter.io/developer/1473980196)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 17.0 · 59 MB
- Released: 2020-03-27
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/evercore-wealth-and-trust/id1491431142/reviews.md

## What is Evercore Wealth & Trust?

Welcome to the mobile app for clients of Evercore Wealth Management and Evercore Trust Company. An extension of our online client portal, this app allows you to view account balances, statements, our latest perspectives and check on upcoming events. Simply download the app and log in with your existing online credentials. For more information, visit https://evercorewealthandtrust.com.

## Key features

- View account balances
- Access statements
- Read latest perspectives
- Check upcoming events
- Secure login with existing credentials


## Frequently asked questions about Evercore Wealth & Trust

### What can I do with Evercore Wealth & Trust?

Evercore Wealth & Trust allows you to view your account balances, access statements, read the latest market perspectives from the company, and check for upcoming events. It serves as a mobile extension of your online client portal.

### Is Evercore Wealth & Trust secure?

Yes, the app uses your existing online credentials for secure login, ensuring that your financial information is protected. For more detailed security information, you can visit their official website.

### What devices does Evercore Wealth & Trust support?

Evercore Wealth & Trust is available for both iPhone and iPad devices. It is designed to provide a seamless experience across these Apple platforms.

### How often is Evercore Wealth & Trust updated?

The app was last updated on August 22, 2025, with version 2.5. This indicates that the app is actively maintained and receives regular updates for performance and features.

### What is the user rating for Evercore Wealth & Trust?

Evercore Wealth & Trust has a high user rating of 5.0 stars, based on 2 reviews. This suggests a very positive reception from its current user base.

### Does Evercore Wealth & Trust have ads?

No, Evercore Wealth & Trust does not contain advertisements. As a free application, it focuses on providing a clean and uninterrupted experience for its clients.

### What is the age rating for Evercore Wealth & Trust?

The app has an age rating of 4+, meaning it is suitable for users of all ages. This indicates no mature content is present within the application.

### Where can I find more information about Evercore Wealth & Trust?

For more comprehensive details about Evercore Wealth & Trust, including services and company information, you can visit their official website at https://evercorewealthandtrust.com.

## Version history (last 5 releases)

### 2.5 — 2025-08-22

Updating app icon and label.

### 2.4 — 2025-08-18

Publishing latest framework updates!

### 2.3 — 2023-01-09

Performance and stability improvements for better user experience

### 2.0 — 2020-11-06

Multiple bug fixes

### 1.1 — 2020-06-06

Newer SDK

## Apps similar to Evercore Wealth & Trust

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [TradeWinds WM](https://appshunter.io/ios/app/tradewinds-wm/id1673764400) | — | Free | Finance |
| [Tradition Wealth Management](https://appshunter.io/ios/app/tradition-wealth-management/id6514329608) | 5.0 (1) | Free | Finance |
| [Kingsbridge WM - New](https://appshunter.io/ios/app/kingsbridge-wm-new/id6747904825) | — | Free | Finance |
| [Southeastern Trust Company](https://appshunter.io/ios/app/southeastern-trust-company/id6749161828) | — | Free | Finance |
| [Emerald Advisor](https://appshunter.io/ios/app/emerald-advisor/id1497789344) | — | Free | Finance |
| [Alaska Wealth](https://appshunter.io/ios/app/alaska-wealth/id1482171964) | — | Free | Finance |

## More apps by Evercore Wealth Management, LLC

- [Evercore Wealth and Trust](https://appshunter.io/ios/app/evercore-wealth-and-trust/id6754700004)

All apps by Evercore Wealth Management, LLC: https://appshunter.io/developer/1473980196

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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 2026-06-10.*