# Momentum Advisors

> Consolidated financial overview, document sharing, and advisor task management. (iPhone/iPad app by Momentum Advisors LLC.)

- Source: https://appshunter.io/ios/app/momentum-advisors/id6747602407 (this page in markdown: same URL + `.md`)
- Developer: [Momentum Advisors LLC](https://appshunter.io/developer/1821986014)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 0 MB
- Languages: American English
- Released: 2025-11-12
- Data updated: 2026-10-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/momentum-advisors/id6747602407/reviews.md

## What is Momentum Advisors?

Momentum Advisors' Financial Planning App is designed to give clients a clear, comprehensive view of their entire financial picture—all in one secure, easy-to-use platform. The app allows users to link and view investment accounts, checking accounts, and debt accounts, providing a real-time balance sheet that reflects their true net worth statement. Clients can also securely upload and access important files through document sharing, making collaboration with their advisor seamless and efficient. A built-in two-way task system keeps both clients and advisors aligned by allowing each party to track and complete tasks together in real time. Whether you're tracking goals, reviewing your financial plan, or simply staying organized, the app empowers you to stay in control of your financial future—anytime, anywhere.

## Key features

- Consolidated financial account view
- Real-time net worth tracking
- Secure document sharing
- Two-way advisor task system
- Goal tracking
- Financial plan review

## Is Momentum Advisors safe?

Not enough ratings yet to assess Momentum Advisors.

## Is Momentum Advisors legit?

Momentum Advisors has limited verification signals. The AppsHunter Legitimacy Score for Momentum Advisors is 48 out of 100 points across 7 verification signals from App Store and developer data.

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/momentum-advisors/id6747602407/reviews.md

### 5/5 — Solid

*2025-11-18*

These guys are the best.

## Frequently asked questions about Momentum Advisors

### How secure is Momentum Advisors?

Momentum Advisors prioritizes security to protect your financial information. The app is designed as a secure, easy-to-use platform for clients to view their financial picture and share important documents.

### What financial institutions does Momentum Advisors support?

The app allows users to link and view investment accounts, checking accounts, and debt accounts. Specific supported institutions are not detailed, but it aims to provide a comprehensive view of your entire financial picture.

### Can I track my goals with Momentum Advisors?

Yes, the app empowers users to track their financial goals. It provides a clear, comprehensive view of your financial picture to help you stay on track.

### How does the task system work in Momentum Advisors?

Momentum Advisors features a built-in two-way task system. This allows both clients and advisors to track and complete tasks together in real time, ensuring alignment and efficient collaboration.

### Is Momentum Advisors available on Android devices?

Based on the provided data, Momentum Advisors is supported on iPhone and iPad. Compatibility with Android devices is not specified.

### How often is Momentum Advisors updated?

The app was last updated on November 13, 2025, with version 1.0 released on November 12, 2025. This indicates recent development and ongoing support.

### What is the user sentiment for Momentum Advisors?

Momentum Advisors has a high rating of 5.0 stars from 2 ratings, suggesting a very positive initial user experience.

### Does Momentum Advisors have ads?

No, Momentum Advisors does not contain advertisements. The app is free to use and does not feature any in-app purchases or ads.

## Version history (last 1 release)

### 1.0 — 2025-11-13

No release notes.

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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 2026-10-24.*