# Holdfast Wealth Management

> Holdfast Wealth Management (iPhone/iPad app by Holdfast Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/holdfast-wealth-management/id6502522483 (this page in markdown: same URL + `.md`)
- Developer: [Holdfast Wealth Management, LLC](https://appshunter.io/developer/1745723924)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-05-10
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/holdfast-wealth-management/id6502522483/reviews.md

## What is Holdfast Wealth Management?

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


## Version history (last 4 releases)

### 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

### 5.14.0 — 2024-09-10

- 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

### 5.13.1 — 2024-05-13

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.13.0 — 2024-05-11

No release notes.

## Apps similar to Holdfast Wealth Management

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Caliber Wealth](https://appshunter.io/ios/app/caliber-wealth/id1480720675) | 3.0 (2) | Free | Finance |
| [CoCreateFinance](https://appshunter.io/ios/app/cocreatefinance/id6479699154) | — | Free | Finance |
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| [Balance Wealth](https://appshunter.io/ios/app/balance-wealth/id6717604156) | — | Free | Finance |
| [Avaii](https://appshunter.io/ios/app/avaii/id6453941684) | — | Free | Finance |
| [WealthMark Mobile](https://appshunter.io/ios/app/wealthmark-mobile/id849737234) | 3.0 (1) | Free | Finance |

## Related topics

[holdfast wealth management](https://appshunter.io/ios/topics/holdfast-wealth-management) · [holfast](https://appshunter.io/ios/topics/holfast)

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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 2026-06-01.*