Holdfast Wealth Management

Holdfast Wealth Management

by Holdfast Wealth Management, LLC

0 ratings

Archived App (Last seen on 6 Sep 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
Rating summary

Details

  • Released
  • Updated
  • May 10, 2024
  • May 28, 2025

Features

Holdfast Wealth Management screenshot #1 for iPhone
Holdfast Wealth Management screenshot #2 for iPhone
Holdfast Wealth Management screenshot #3 for iPhone
Holdfast Wealth Management screenshot #4 for iPhone
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About

This Mobile App allows you to view account information, including balances, performance, positions, statements and reports.

What's New in Holdfast Wealth Management

5.19.0

May 28, 2025

- 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

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