# NestPath Advisor — AI answers from your data > AI-powered financial planning and retirement readiness assessment. (iPhone/iPad app by Andrew Katzenberger.) - Source: https://appshunter.io/ios/app/nestpath-advisor/id6759928872 (this page in markdown: same URL + `.md`) - Developer: [Andrew Katzenberger](https://appshunter.io/developer/1875453025) - Category: Finance - Price: Free with in-app purchases - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 26.2 · 15 MB - Languages: English - Released: 2026-04-09 - Data updated: 2026-07-09 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/nestpath-advisor/id6759928872/reviews.md ## What is NestPath Advisor? NestPath Advisor is a free AI-assisted financial planning app that helps you understand your money and decide what to do next. Connect your accounts to see your financial picture in one place, then get practical planning guidance grounded in your own data. Use NestPath Advisor to: - See AI guidance based on your income, spending, savings, debts, and investments - Check your Retirement Readiness score - Run retirement planning scenarios - Spot recurring subscriptions and possible overlap - Review household protection needs - Compare debt payoff paths - Track connected checking, savings, credit, and investment accounts - Ask planning questions in plain English NestPath Advisor is designed for people who want clearer financial direction without needing to know where to start. Important: NestPath Advisor provides educational planning estimates and AI-assisted guidance. It is not a registered investment advisor, broker, tax advisor, or insurance advisor. Always verify important decisions with a qualified professional. ## Key features - Connect financial accounts - Retirement readiness score - AI-assisted planning answers - Financial dashboard - Net worth tracking - Financial summary ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | NestPath Premium | $2.99 | per month | | NestPath Premium | $29.99 | per year | ## Frequently asked questions about NestPath Advisor ### How secure is NestPath Advisor? NestPath Advisor uses Plaid for secure connection to your financial accounts, ensuring your data is handled with industry-standard security protocols. The app provides informational planning tools and AI-generated insights, and is not investment, tax, or legal advice. ### What financial institutions does NestPath Advisor support? NestPath Advisor connects to checking, savings, credit, and investment accounts through Plaid. Specific supported institutions are determined by Plaid's network, which covers a wide range of major financial providers. ### Can I track my net worth with NestPath Advisor? Yes, NestPath Advisor provides a clear dashboard that includes your net worth, consolidating information from your connected cash, investments, and other financial accounts. ### What are the subscription options for NestPath Advisor? NestPath Advisor offers a freemium model. Core planning tools are accessible for free. NestPath Premium unlocks features like on-demand plan updates, portfolio sync, full Monte Carlo detail, and investment performance views for $2.99 per month or $29.99 per year. ### Does NestPath Advisor have ads? No, NestPath Advisor does not contain advertisements. The app is free to use for core features, with optional premium subscriptions for advanced functionalities. ### How often is NestPath Advisor updated? The latest version of NestPath Advisor is 1.1, last updated on April 29, 2026. Updates typically include feature enhancements and bug fixes to improve user experience and data accuracy. ### What devices can I use NestPath Advisor on? NestPath Advisor is available on iPhone and iPad devices. The app is designed to provide a seamless experience across Apple's mobile and tablet platforms. ### What is the age rating for NestPath Advisor? NestPath Advisor has an age rating of 4+. This indicates that the app is suitable for users of all ages, with content generally considered appropriate for children and adults alike. ## Version history (last 3 releases) ### 2 — 2026-07-07 Version 2.0 makes NestPath Advisor completely free and adds new planning tools for everyday financial decisions. - Added Your Next Move, an AI guidance card that highlights the most important next step in your plan - Added subscription detection to help spot recurring charges and possible overlap - Added Family Protection to estimate household coverage needs - Added Debt Paydown planning to compare balances, APRs, payments, and payoff paths - Expanded retirement planning and What-If scenarios - Improved onboarding, planning inputs, and connected-account guidance - Refined the app experience around trust, clarity, and practical next steps ### 1.1 — 2026-04-29 Version 1.1 improves startup, sign-in, and plan refresh behavior. • Added a smoother NestPath launch experience • Improved PIN unlock flow with a branded plan update screen • Made dashboard refreshes more reliable after sign-in • Added smarter background/foreground refresh behavior • Improved handling when fresh account data arrives after the dashboard opens • General stability and polish improvements ### 1.0 — 2026-04-09 No release notes. --- *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 2026-07-09.*