# Evercore Wealth and Trust

> Evercore Wealth and Trust (iPhone/iPad app by Evercore Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/evercore-wealth-and-trust/id6754700004 (this page in markdown: same URL + `.md`)
- Developer: [Evercore Wealth Management, LLC](https://appshunter.io/developer/1473980196)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2025-11-11
- Data updated: 2026-08-06
- User reviews in markdown: https://appshunter.io/ios/app/evercore-wealth-and-trust/id6754700004/reviews.md

## What is Evercore Wealth and 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 securely:

- View account balances, holdings, and account activity

- Send and receives files from your wealth advisor

- View and download statements and documents

- View our latest news and perspectives

Simply download the app and log in with your existing credentials. For more information, visit https://evercorewealthandtrust.com


## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

## Apps similar to Evercore Wealth and Trust

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Boston Standard Client Portal](https://appshunter.io/ios/app/boston-standard-client-portal/id1445165586) | — | Free | Finance |
| [Wheeler Wealth](https://appshunter.io/ios/app/wheeler-wealth/id6479669360) | 5.0 (1) | Free | Finance |
| [Intelligent Capitalworks App](https://appshunter.io/ios/app/intelligent-capitalworks-app/id6754571562) | — | Free | Finance |
| [BRIDGES TRUST ONLINE](https://appshunter.io/ios/app/bridges-trust-online/id1563482436) | 5.0 (1) | Free | Finance |
| [Louis Ciliberti Wealth Mgt](https://appshunter.io/ios/app/louis-ciliberti-wealth-mgt/id6744706067) | — | Free | Finance |
| [Taylor Hoffman](https://appshunter.io/ios/app/taylor-hoffman/id1445705013) | 5.0 (1) | Free | Finance |

## More apps by Evercore Wealth Management, LLC

- [Evercore Wealth & Trust](https://appshunter.io/ios/app/evercore-wealth-and-trust/id1491431142)

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

## Related topics

[edvest 529](https://appshunter.io/ios/topics/edvest-529)

---

*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 2026-08-06.*