# Modearn — by Morton Wealth > Personalized wealth management and financial advice for Gen X and Millennials. (iPhone/iPad app by Morton Capital Management, LLC.) - Source: https://appshunter.io/ios/app/modearn/id6450792879 (this page in markdown: same URL + `.md`) - Developer: [Morton Capital Management, LLC](https://appshunter.io/developer/1694969349) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 17+ - Requires: iOS 13.4 · 32 MB - Languages: English - Released: 2023-09-11 - Data updated: 2026-06-08 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/modearn/id6450792879/reviews.md ## What is Modearn? Most financial advisors will only manage money for clients with a certain minimum of investable assets or provide a “NextGen” offering using a robo solution. But they’re forgetting about the Gen Xers and Millennials who are already married, in the prime of their careers, buying real estate, building their wealth, enjoying travel/experiences, and growing their families. We know that the next generation of investors won’t necessarily invest the same as prior generations, which means the advice they need should look different. At Morton, we’ve reimagined wealth management to better serve your needs. When you become a Modearn client, we will help you with career opportunities, recommend executive compensation benefits, provide opportunities to increase the enterprise value of your business, implement tax savings strategies, navigate concentrated stock liquidations, manage your investments, use insurance and estate strategies to protect the assets you have now, implement an education savings strategy for your children, and set you up with a spending strategy so that you can enjoy life today while planning for retirement. We know you’re busy, so we want to save you time while providing financial advice you need in a timely fashion. Think of us like a concierge doctor – we will be there when you need us. Through our app, you’ll be able to direct message us with questions and we’ll reply with updates. If we don’t have an immediate answer or lack in-house expertise on a topic, we’ll leverage our database of preferred professionals to connect you with someone we trust to offer the advice you need. Through the app, you’ll get to: Save time and get the financial advice you need all in one place Track how your investment accounts are performing Chat with your Modearn advisor before making any financial decision Access our content to stay informed of planning and investment tips and opportunities Our goal is to make life easier for our clients through proactive planning, excellent communication, and timely advice. Please note: Modearn is only available to Morton Wealth clients. Please reach out to your advisor to get access to the app or visit mortonwealth.com if interested in more information. ## Key features - Personalized financial advice - Investment account tracking - Direct messaging with advisor - Executive compensation guidance - Tax savings strategies - Education savings planning ## Frequently asked questions about Modearn ### Is Modearn available to everyone? No, Modearn is exclusively available to Morton Wealth clients. You need to reach out to your advisor for access or visit mortonwealth.com for more information about becoming a client. ### What kind of financial advice does Modearn offer? Modearn offers comprehensive financial advice including career opportunities, executive compensation benefits, increasing business enterprise value, tax savings strategies, concentrated stock liquidations, investment management, insurance and estate strategies, education savings, and spending strategies. ### How does Modearn help with investments? Through the app, you can track how your investment accounts are performing. Modearn also provides guidance on managing your investments as part of their overall wealth management services. ### Can I communicate with my advisor through Modearn? Yes, you can direct message your Modearn advisor with questions and receive updates. This feature allows for timely communication before making any financial decisions. ### What if my advisor doesn't have the answer? If your advisor lacks in-house expertise on a topic, Modearn will leverage their database of preferred professionals to connect you with a trusted expert who can offer the necessary advice. ### How often is Modearn updated? The app was last updated on 2025-09-08 with version 1.1.12. This indicates a commitment to regular updates and maintenance for the application. ### What devices support Modearn? Modearn is available on iPhone, iPad, and iPod. It is designed to be accessible on Apple's mobile and tablet devices. ### What is the age rating for Modearn? Modearn has an age rating of 17+. This suggests the content and financial concepts discussed within the app are intended for mature audiences. ## Version history (last 5 releases) ### 1.1.12 — 2025-09-08 Minor bug fixes. ### 1.1.11 — 2025-07-07 Minor bug fixes ### 1.1.10 — 2025-05-08 Minor bug fixes ### 1.1.9 — 2025-01-28 Minor bug fixes ### 1.1.8 — 2024-12-03 Minor bug fixes ## Apps similar to Modearn | App | Rating | Price | Category | | --- | --- | --- | --- | | [Archer IM](https://appshunter.io/ios/app/archer-im/id6670438452) | — | Free | Finance | | [Crescent Harbor Private Wealth](https://appshunter.io/ios/app/crescent-harbor-private-wealth/id6738427356) | — | Free | Finance | | [Robertson Stephens WM](https://appshunter.io/ios/app/robertson-stephens-wm/id6739277181) | — | Free | Finance | | [Curio Wealth](https://appshunter.io/ios/app/curio-wealth/id6503892009) | 5.0 (2) | Free | Finance | | [Barry Investment Advisors](https://appshunter.io/ios/app/barry-investment-advisors/id6473923300) | 5.0 (1) | Free | Finance | | [Morton Brown Family Wealth](https://appshunter.io/ios/app/morton-brown-family-wealth/id6740817210) | — | Free | Finance | --- *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 2026-06-08.*