# Fidelis Wealth — Fidelis Wealth

> Financial planning and market insights platform for clients to connect with advisors. (iPhone/iPad app by Fidelis Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/fidelis-wealth/id6745613351 (this page in markdown: same URL + `.md`)
- Developer: [Fidelis Wealth Advisors, LLC](https://appshunter.io/developer/1813163408)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 15.1 · 49 MB
- Languages: American English
- Released: 2025-06-26
- Data updated: 2026-07-30
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/fidelis-wealth/id6745613351/reviews.md

## What is Fidelis Wealth?

The Fidelis Wealth app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.

Fidelis Wealth app Features for Clients:

View Fidelis Wealth newsfeed.

Attend scheduled Zoom calls with your team.

Communicate directly with your team via Direct Messenger.

Gain insights into the market and various financial planning topics curated by Fidelis Wealth Advisors.

View Fidelis Wealth resources with a single click.

Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.

Invite your family and friends to gain knowledge from professionals you trust.

## Key features

- Market trend content
- Financial planning insights
- Direct team messaging
- Scheduled Zoom calls
- Access to resources
- Meeting and task alerts


## Frequently asked questions about Fidelis Wealth

### What is Fidelis Wealth?

Fidelis Wealth is a financial planning and market insights platform designed for clients to stay informed and connected with their advisors. It provides timely content on market trends and financial planning topics.

### Is Fidelis Wealth free to use?

Yes, Fidelis Wealth is available for free. The app is offered at no cost to clients, allowing them to access its features and resources.

### What devices does Fidelis Wealth support?

Fidelis Wealth is available on iPhone, iPad, and iPod. The app is designed to be accessible across various Apple devices.

### How often is Fidelis Wealth updated?

The latest version of Fidelis Wealth is 1.6, last updated on March 13, 2026. Updates typically include new features, bug fixes, and performance enhancements.

### What kind of content can I find on Fidelis Wealth?

You can find timely content on market trends and financial planning topics curated by Fidelis Wealth Advisors. The app also features a newsfeed and resources for clients.

### Can I communicate with my financial team through Fidelis Wealth?

Yes, Fidelis Wealth offers direct communication with your team via a Direct Messenger feature. You can also attend scheduled Zoom calls with your team.

### Does Fidelis Wealth have ads?

No, Fidelis Wealth does not contain advertisements. The app is designed to provide a focused and uninterrupted experience for its users.

### What is the age rating for Fidelis Wealth?

Fidelis Wealth has an age rating of 17+. This indicates that the content and features are intended for mature audiences.

## Version history (last 5 releases)

### 1.7 — 2026-07-20

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

### 1.6 — 2026-03-13

Minor bug fixes

### 1.5 — 2026-01-03

Minor bug fixes

### 1.4 — 2025-12-24

Minor bug fixes

### 1.3 — 2025-11-01

Minor Bug Fixes

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## More apps by Fidelis Wealth Advisors, LLC

- [Fidelis Wealth Advisors](https://appshunter.io/ios/app/fidelis-wealth-advisors/id6761118562)

All apps by Fidelis Wealth Advisors, LLC: https://appshunter.io/developer/1813163408

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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 2026-07-30.*