# LakeEffectWealth

> Financial portfolio access and account aggregation for wealth management. (iPhone/iPad app by Circleblack Inc..)

- Source: https://appshunter.io/ios/app/lakeeffectwealth/id6464642730 (this page in markdown: same URL + `.md`)
- Developer: [Circleblack Inc.](https://appshunter.io/developer/953900374)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 14 MB
- Languages: English
- Released: 2023-09-17
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/lakeeffectwealth/id6464642730/reviews.md

## What is LakeEffectWealth?

Access your Lake Effect Wealth portfolios and aggregate accounts held across various financial companies. Please contact Andrew with any questions.

## Key features

- Portfolio access
- Aggregate accounts
- Financial company integration
- Advisor contact
- Investment tracking


## Frequently asked questions about LakeEffectWealth

### What is LakeEffectWealth?

LakeEffectWealth allows you to access your investment portfolios and aggregate accounts from various financial companies. It provides a consolidated view of your financial holdings.

### Is LakeEffectWealth free to use?

Yes, LakeEffectWealth is available for free. There are no charges to download or use the core features of the application.

### What devices does LakeEffectWealth support?

LakeEffectWealth is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is LakeEffectWealth?

While specific security measures are not detailed, financial aggregation apps typically employ industry-standard encryption and security protocols to protect user data. It is always recommended to use strong, unique passwords.

### Can I link accounts from any financial institution?

The app allows aggregation of accounts held across various financial companies. Specific supported institutions are not listed, but it aims for broad compatibility.

### How often is LakeEffectWealth updated?

The latest version, 23.3.0, was released on November 22, 2023. Updates are provided by the developer, Circleblack Inc., to ensure functionality and security.

### What is the user rating for LakeEffectWealth?

LakeEffectWealth has received an excellent rating of 5.0 stars based on one user review. This indicates a highly positive user experience.

### Does LakeEffectWealth have ads?

No, LakeEffectWealth does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.

## Version history (last 2 releases)

### 23.3.0 — 2023-11-22

Push Notifications:
- When the Lake Effect Wealth platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the Lake Effect Wealth mobile app.
- Push notifications can be toggled on and off in the app’s settings.

### 2.10.1 — 2023-09-17

No release notes.

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| App | Rating | Price | Category |
| --- | --- | --- | --- |
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| [CIBC Private Wealth US](https://appshunter.io/ios/app/cibc-private-wealth-us/id1630967272) | — | Free | Finance |

## More apps by Circleblack Inc.

- [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375)
- [Wayfinding Financial](https://appshunter.io/ios/app/wayfinding-financial/id1503058206)
- [Rovin Capital](https://appshunter.io/ios/app/rovin-capital/id1564312033)
- [Robertson Stephens](https://appshunter.io/ios/app/robertson-stephens/id1579092070)
- [Financial Gravity](https://appshunter.io/ios/app/financial-gravity/id1600711049)
- [Cross State Financial](https://appshunter.io/ios/app/cross-state-financial/id1607172605)

All apps by Circleblack Inc.: https://appshunter.io/developer/953900374

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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.*