# Flourish Wealth

> Mobile financial management app for viewing investments and planning. (iPhone/iPad app by Flourish Wealth Management Inc..)

- Source: https://appshunter.io/ios/app/flourish-wealth/id1145982587 (this page in markdown: same URL + `.md`)
- Developer: [Flourish Wealth Management Inc.](https://appshunter.io/developer/1145982586)
- Category: Finance, Business
- Price: Free
- Rating: 3.10/5 from 9 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2016-09-09
- Data updated: 2026-07-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/flourish-wealth/id1145982587/reviews.md

## What is Flourish Wealth?

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go. You can view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools. 
 
 If you haven’t setup online client portal access, or do not remember your login information, please reach out to your team at info@flourishwm.com. 
 
 Flourish Wealth Management is an independent, fee-only, wealth management firm that provides hands-on expertise focused solely on the best interest of our clients. With a proactive approach to comprehensive planning and highly personal relationships we foster confidence and trust and provide our clients with tools to Flourish! 
 
 Learn more about Flourish at: flourishwealthmanagement.com

## Key features

- Real-time account information
- Investment holdings view
- Performance tracking
- Quarterly statements
- Financial planning tools

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/flourish-wealth/id1145982587/reviews.md

### 1/5 — Questionable App

*2024-07-28*

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!!

**Developer response:** 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.

## Frequently asked questions about Flourish Wealth

### 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.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.22.1 — 2026-02-05

- 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-29

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

## Apps similar to Flourish Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Legacy Wealth Management Group](https://appshunter.io/ios/app/legacy-wealth-management-group/id1661259161) | 3.7 (3) | Free | Finance |
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| [Caliber Wealth Management](https://appshunter.io/ios/app/caliber-wealth-management/id6742661849) | — | Free | Finance |
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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 2026-07-25.*