# NavigateWealth

> Intuitive financial dashboard, reports, document vault, and budgeting tools. (iPhone/iPad app by NavigateWealth.)

- Source: https://appshunter.io/ios/app/navigatewealth/id1634191588 (this page in markdown: same URL + `.md`)
- Developer: [NavigateWealth](https://appshunter.io/developer/1634191590)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2022-08-20
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/navigatewealth/id1634191588/reviews.md

## What is NavigateWealth?

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 viewing files from your wealth advisor.
• And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial insights


## Frequently asked questions about NavigateWealth

### What is NavigateWealth?

NavigateWealth is a free finance app that provides an intuitive dashboard of your finances, document vault, interactive reports, and budgeting tools. It aims to offer a secure and easy-to-use mobile experience for managing your financial picture.

### Is NavigateWealth secure?

Yes, the app description emphasizes that it provides a secure environment for viewing files from your wealth advisor and managing your financial data. Security is highlighted as a key aspect of its design.

### What devices does NavigateWealth support?

NavigateWealth is available on iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How often is NavigateWealth updated?

The latest version is 2.0.1344950, and the app was last updated on March 30, 2026. This indicates a recent update, suggesting ongoing development and maintenance.

### What is the age rating for NavigateWealth?

NavigateWealth has an age rating of 17+. This is likely due to the nature of financial management and investment information it handles.

### Does NavigateWealth have ads?

No, the provided data indicates that NavigateWealth does not have advertisements. It is a free application without ad support.

### What kind of reports does NavigateWealth offer?

NavigateWealth offers dynamic reports that include current investment information. These reports are designed to provide interactive insights into your financial performance.

### Can I view documents from my wealth advisor in NavigateWealth?

Yes, NavigateWealth includes a document vault feature specifically for securely viewing files shared by your wealth advisor. This centralizes important financial documents.

## Version history (last 2 releases)

### 2.0.1344950 — 2026-03-30

Nothing

### 2.0.984363 — 2022-08-20

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 2026-06-05.*