# Oakworth Wealth Management

> Remote access to wealth accounts for Oakworth Clients. (iPhone/iPad app by Oakworth Capital Bank.)

- Source: https://appshunter.io/ios/app/oakworth-wealth-management/id1543009015 (this page in markdown: same URL + `.md`)
- Developer: [Oakworth Capital Bank](https://appshunter.io/developer/410949803)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 140 MB
- Languages: English
- Released: 2020-12-18
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/oakworth-wealth-management/id1543009015/reviews.md

## What is Oakworth Wealth Management?

Oakworth Wealth Management phone application enables Oakworth Clients to access their wealth accounts remotely. Oakworth Clients are able to view prior day balances, performance, investment allocations and view shared vault documents. The Oakworth Wealth Management app also allows for you to view your team and contact them with just a click on your phone.

## Key features

- View account balances
- Track investment performance
- See investment allocations
- Access shared vault documents
- View your financial team
- Contact team members easily


## Frequently asked questions about Oakworth Wealth Management

### Is Oakworth Wealth Management secure?

The app enables Oakworth Clients to access their wealth accounts remotely. Specific security measures beyond remote access are not detailed in the description, but it is designed for financial data.

### What financial institutions does Oakworth Wealth Management support?

This application is specifically for Oakworth Clients to access their accounts managed by Oakworth Wealth Management. It does not support integration with other financial institutions.

### Can I make transactions through Oakworth Wealth Management?

The application allows clients to view account information such as balances, performance, and allocations. It does not mention functionality for making transactions.

### How often is Oakworth Wealth Management updated?

The app was last updated on 2026-06-13, indicating it receives updates. The frequency of these updates is not specified, but the latest version is 1.96.

### What devices can I use Oakworth Wealth Management on?

Oakworth Wealth Management is available on iPhone, iPad, and iPod devices. It is designed for iOS users.

### What is the age rating for Oakworth Wealth Management?

The app has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

### Does Oakworth Wealth Management have ads?

No, Oakworth Wealth Management is ad-free. The application does not contain advertisements.

### What do users like about Oakworth Wealth Management?

With a 5.0-star rating from 1 review, users likely appreciate the convenient remote access to their wealth accounts and the ability to easily contact their financial team.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

## Apps similar to Oakworth Wealth Management

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Ascent Wealth Management Group](https://appshunter.io/ios/app/ascent-wealth-management-group/id6474566847) | 5.0 (2) | Free | Finance |
| [ServisFirst Bank Card Manager](https://appshunter.io/ios/app/servisfirst-bank-card-manager/id1642585159) | — | Free | Finance |
| [TotalBank](https://appshunter.io/ios/app/totalbank/id1462094383) | 2.6 (8) | Free | Finance |
| [CommerceOne Bank](https://appshunter.io/ios/app/commerceone-bank/id1376595193) | 4.9 (349) | Free | Finance |
| [Legacy Wealth Management Group](https://appshunter.io/ios/app/legacy-wealth-management-group/id1661259161) | 5.0 (2) | Free | Finance |
| [Vyzer](https://appshunter.io/ios/app/vyzer/id1643866332) | 3.8 (4) | Free | Finance |

## More apps by Oakworth Capital Bank

- [Oakworth Mobile Banking](https://appshunter.io/ios/app/oakworth-mobile-banking/id683398190)

All apps by Oakworth Capital Bank: https://appshunter.io/developer/410949803

## Related topics

[oakworth mobile banking](https://appshunter.io/ios/topics/oakworth-mobile-banking) · [oakworth capital bank](https://appshunter.io/ios/topics/oakworth-capital-bank) · [oakworth](https://appshunter.io/ios/topics/oakworth)

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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 2026-06-22.*