Lantana Private Wealth

Lantana Private Wealth

Your entire financial world.

0 ratings
1 review
Free

Details

  • Released
  • Updated
  • July 30, 2020
  • July 1, 2026
Lantana Private Wealth screenshot #1 for iPhone
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About

Manage your entire financial world in one place. Track assets, expenses, and savings goals with bank-level security. Connect with financial professionals and simplify tax preparation.

Live financial snapshot
Cash flow tracking
Digital document signing
Goal setting and budgeting
Connect with financial advisors
Secure cloud storage for tax documents
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What's New in Lantana Private Wealth

6.16

July 1, 2026

Stability: fixed several rare crashes around login, notifications, task editing, and @mentions. iOS 26: cleaned up double border on text input fields. Notifications: resolved a crash that could occur when a digital form push arrived while certain screens were open.

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User reviews

5 Stars

Highly recommend for those looking to take control of their finances

FAQ

What is Lantana Private Wealth?

Lantana Private Wealth is a free personal wealth app designed to help users track and manage their entire financial world. It provides a clear overview of financial positions by gathering all information in one secure location.

Is Lantana Private Wealth secure?

Yes, Lantana Private Wealth utilizes bank-level security to ensure the safety of your financial data. It stores all your financial data and documents securely in the cloud.

What devices does Lantana Private Wealth support?

Lantana Private Wealth is available on iPhone, iPad, and iPod. The app is compatible with iOS devices.

How does Lantana Private Wealth help with budgeting?

The 'Goals' feature in Lantana Private Wealth helps users budget for specific financial objectives, such as buying property or saving for retirement. It assists in planning for success by tracking progress towards these goals.

Can I connect with my financial advisor through Lantana Private Wealth?

Yes, you can connect with your financial advisor or accountant through the app. Lantana Private Wealth provides your finance professional with valuable data to assist you.

Does Lantana Private Wealth have ads?

No, Lantana Private Wealth does not contain advertisements. The app is free to use and does not display any ads.

How often is Lantana Private Wealth updated?

The latest version of Lantana Private Wealth is 6.15.1, last updated on May 19, 2026. Updates are released regularly to improve functionality and security.

What is the age rating for Lantana Private Wealth?

Lantana Private Wealth has an age rating of 4+. This indicates it is suitable for users of all ages.