Free

Details

  • Released
  • Updated
  • September 9, 2016
  • February 5, 2026

Features

Flourish Wealth screenshot #1 for iPhone
Flourish Wealth screenshot #2 for iPhone
Flourish Wealth screenshot #3 for iPhone
Flourish Wealth screenshot #4 for iPhone
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About

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

Real-time account information
Investment holdings view
Performance tracking
Quarterly statements
Financial planning tools
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What's New in Flourish Wealth

5.22.1

February 5, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

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User reviews

Questionable App

I do not recommend getting this app. I am not certain this app is actually from Flourish. You may be giving your login information to a third party. Use at your own risk.

And if this is truly from Flourish, they have a LOT of work to do!!

Response from developer

Thank you for your feedback. There may be some confusion as this app is specifically designed for clients of Flourish Wealth Management (flourishwm.com) and isn’t intended for public use. If you’re not currently a client, that may explain the experience you described. In addition, users need a login and password provided by our firm to be able to use the app.

FAQ

How secure is Flourish Wealth?

Flourish Wealth Management is an independent, fee-only firm focused on client interests. While specific security protocols for the app are not detailed, the firm emphasizes fostering confidence and trust through its services.

What financial institutions does Flourish Wealth support?

The provided description does not specify which financial institutions are supported by Flourish Wealth. Users can access their investment holdings and account information through the app.

Can I make transactions through Flourish Wealth?

The app focuses on viewing real-time account information, investment holdings, performance, and financial planning tools. It does not mention the capability to make direct transactions.

What is the update frequency for Flourish Wealth?

The latest version of Flourish Wealth was released on February 5, 2026, indicating regular updates. The app is available on iPhone and iPad.

What are the main benefits of using Flourish Wealth?

Users can keep all their financial information at their fingertips, view real-time account details, track investment performance, and access financial planning tools conveniently from home or on the go.

Does Flourish Wealth have ads?

No, Flourish Wealth does not contain advertisements. The app is free to download and use.

What is the user sentiment for Flourish Wealth?

Flourish Wealth has a rating of 3.1 stars from 9 ratings. This suggests a mixed user reception, with some users likely experiencing issues or having specific feedback.

Is Flourish Wealth suitable for all ages?

Flourish Wealth has an age rating of 4+, making it suitable for younger users. However, its financial management features are primarily intended for adults.