# Kingsbridge Wealth Management > Secure financial dashboard with reporting, document vault, and budgeting tools. (iPhone/iPad app by Kingsbridge Wealth Management, Inc.) - Source: https://appshunter.io/ios/app/kingsbridge-wealth-management/id1391964778 (this page in markdown: same URL + `.md`) - Developer: [Kingsbridge Wealth Management, Inc](https://appshunter.io/developer/1391964777) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 17+ - Requires: iOS 10.0 · 66 MB - Released: 2018-07-04 - Data updated: 2026-07-07 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/kingsbridge-wealth-management/id1391964778/reviews.md ## What is Kingsbridge Wealth Management? This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more! ## Key features - Interactive financial dashboard - Dynamic investment reports - Secure document vault - Budgeting tools - Financial advisor communication ## Frequently asked questions about Kingsbridge Wealth Management ### Is Kingsbridge Wealth Management free to use? Yes, Kingsbridge Wealth Management is available for free. The app is offered at no cost to users, providing access to its financial management features without any upfront payment. ### What devices does Kingsbridge Wealth Management support? Kingsbridge Wealth Management is compatible with iPhone, iPad, and iPod devices. This ensures users can access their financial information across various Apple mobile platforms. ### How secure is the document vault in Kingsbridge Wealth Management? The document vault is designed for securely sending and receiving files with your financial advisor. It provides a protected channel for sensitive financial documents. ### What is the age rating for Kingsbridge Wealth Management? Kingsbridge Wealth Management has an age rating of 17+. This indicates that the content is generally suitable for mature audiences due to the nature of financial management topics. ### How often is Kingsbridge Wealth Management updated? The app was last updated on December 2, 2023, with version 2.0.1165104. This suggests regular updates are provided to maintain functionality and security. ### What kind of financial information can I see on the dashboard? The interactive dashboard provides a view of your complete financial picture. This includes dynamic reports with current investment information, offering a comprehensive overview of your assets. ### Can I track my spending and create budgets with Kingsbridge Wealth Management? Yes, the app includes budgeting tools to help you manage your finances. You can utilize these features to monitor your spending and plan your budget effectively. ### Does Kingsbridge Wealth Management have ads? No, Kingsbridge Wealth Management does not contain advertisements. The app is ad-free, allowing for an uninterrupted user experience focused on financial management. ## Version history (last 3 releases) ### 2.0.1165104 — 2023-12-02 Updated features and removed bugs. ### 2.0.2160 — 2018-10-19 Bug fixes and stability improvements ### 2.0 — 2018-05-31 No release notes. ## Apps similar to Kingsbridge Wealth Management | App | Rating | Price | Category | | --- | --- | --- | --- | | [Pitcairn Mobile](https://appshunter.io/ios/app/pitcairn-mobile/id1592699464) | — | Free | Finance | | [Legacy JSA Portal](https://appshunter.io/ios/app/legacy-jsa-portal/id1519824290) | 5.0 (4) | Free | Finance | | [Three Bearings FA](https://appshunter.io/ios/app/three-bearings-fa/id1418655770) | — | Free | Finance | | [Sendero Wealth Management](https://appshunter.io/ios/app/sendero-wealth-management/id1395485447) | 5.0 (1) | Free | Finance | | [Mowery & Schoenfeld Wealth](https://appshunter.io/ios/app/mowery-and-schoenfeld-wealth/id6446976841) | — | Free | Finance | | [Elevage Partners](https://appshunter.io/ios/app/elevage-partners/id1665527236) | — | Free | Finance | ## More apps by Kingsbridge Wealth Management, Inc - [Kingsbridge WM - New](https://appshunter.io/ios/app/kingsbridge-wm-new/id6747904825) All apps by Kingsbridge Wealth Management, Inc: https://appshunter.io/developer/1391964777 --- *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 2026-07-07.*