# Pattern Financial — Your Modern Financial Partner > Personalized financial advice and investment management with a matched advisor. (iPhone/iPad app by Pattern Technologies Inc.) - Source: https://appshunter.io/ios/app/pattern-financial/id1611748426 (this page in markdown: same URL + `.md`) - Developer: [Pattern Technologies Inc](https://appshunter.io/developer/1611748428) - Category: Finance, Lifestyle - Price: Free - Rating: 4.80/5 from 16 App Store ratings · 6 written reviews indexed - Age rating: 4+ - Requires: iOS 11.0 · 48 MB - Languages: American English - Released: 2023-01-25 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/pattern-financial/id1611748426/reviews.md ## What is Pattern Financial? Meet your new financial partner. Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized financial plans, asset management, and access to private equity investments (coming soon). Advisor Matching Match with a Credentialed Financial Advisor based on your goals. Personalized One-on-One Advice Get on-demand answers to your most pressing financial questions via live chat with your matched advisor. From retirement planning and tax optimization, to tricky questions regarding stock options and equity grants, our advisors are here to help you achieve your financial goals. Ready, Set, Invest Investing made easy. Answer a few questions about your situation and aspirations, and we’ll recommend a diversified portfolio that’s personalized for you. We’ll handle the trades. Need more help or have questions? Reach out to your team in the Pattern app or, simply sit back and watch your money work through Pattern’s dashboard. A Partner You Can Trust We’re a fiduciary - we’re legally obligated to put your interests ahead of our own. Legal Investment Advisory Services offered through Pattern Advisors LLC (“Pattern”), a Registered Investment Advisor. Investments involve varying degrees of risk. Past performance is not a guarantee of future performance. It should not be assumed that future performance of any specific investment or investment strategy will be profitable. Privacy Policy: https://www.patternfi.com/disclosures/privacy ## Key features - Advisor matching based on goals - One-on-one live chat advice - Personalized investment portfolios - Asset management - Fiduciary commitment ## Recent user reviews (6 of 6) All indexed reviews: https://appshunter.io/ios/app/pattern-financial/id1611748426/reviews.md ### 5/5 — Really helpful! *2023-03-24* My financial situation has changed a lot over the last two years (new job, new house, and our first child), so it was extremely helpful to be connected with a solid advisor to help me understand our options and set up a good plan. Such an intuitive platform too! **Developer response:** Thank you for the kind words. ### 5/5 — Direct useful information. *2023-03-22* I had some questions about how being a newly wed would effect my taxes as well as some other write off questions regarding taxes as well because of rumors I’ve heard at work. Thomas Knight was the gentleman that answered my questions in a very concise and informative manner. I’m sure that what I asked was well on the low end of his qualifications but it gave me assurance to know an experts answer, as well as the links to articles and sites both that could help me further my knowledge on the subject personally if I so desired. I’m very excited to see how I can take the next steps to advance my finances with these experts! **Developer response:** Thank you for the kind words and for trusting us with your financial planning needs and goals. ### 5/5 — Great utility *2023-03-21* Very helpful platform for people who are new to managing their finances (correctly) **Developer response:** Hi MatttyQZ, thank you for the kind words. ### 5/5 — Finally! *2023-03-21* I’ve been searching for a product like what Pattern offers: the combination of financial advice from a financial advisor, as well as robo investing tools. It’s helpful to be able to discuss my financial picture, goals, and options with a real person in the same app as where I’m managing my portfolio. **Developer response:** Hi MaggieInAtlanta, thank you for the kind words. ### 5/5 — Amazing! *2023-03-20* I started using pattern financial because I decided it was time to take control of my life seek out assistance in any way I could. This app is so easy to use and they even have a live financial advisor they connected me with to help me with any questions I have like how to maximize for an early retirement. I’m so excited to have stumbled spooky pattern. **Developer response:** Hi Nathanvv, we're so happy to hear that we could be helpful on your financial journey. Hope you have fun early retirement plans :D. ### 5/5 — Awesome mix of tech and human advisor *2023-01-26, version 0.0.6* Started using Pattern to speak to an advisor as we prepare for our first child. We were matched with Thomas and he helped us think through everything from 529 plans to estate planning. Excited to continue transitioning funds from other accounts and have them in one place. ## Frequently asked questions about Pattern Financial ### What is Pattern Financial? Pattern Financial is a finance app that connects users with credentialed financial advisors for personalized advice and investment management. It offers one-on-one chat support and tailored investment portfolios. ### How does advisor matching work in Pattern Financial? Pattern Financial matches users with a credentialed financial advisor based on their stated financial goals. This ensures you are paired with an expert who can best assist you. ### Can I get investment advice through Pattern Financial? Yes, you can receive personalized financial advice, including on retirement planning, tax optimization, and stock options, through live chat with your matched advisor. The app also facilitates seamless investing in tailored portfolios. ### Is Pattern Financial secure? Pattern Financial operates as a fiduciary, meaning they are legally obligated to act in your best interests. Investment advisory services are offered through Pattern Advisors LLC, a Registered Investment Advisor. ### What devices does Pattern Financial support? Pattern Financial is available on iPhone and iPod. It was last updated on August 18, 2023, with version 0.0.24. ### What is the user rating for Pattern Financial? Pattern Financial has a high user rating of 4.8 stars, based on 16 ratings. This suggests a positive user experience and satisfaction with the app's services. ### Does Pattern Financial have ads? No, Pattern Financial does not contain advertisements. The app is free to download and use, with no in-app purchases or ads mentioned. ### When was Pattern Financial released? Pattern Financial was first released on January 25, 2023. The latest version, 0.0.24, was updated on August 18, 2023. ## Version history (last 5 releases) ### 0.0.24 — 2023-08-18 Onboarding improvements ### 0.0.23 — 2023-08-17 Onboarding improvements ### 0.0.22 — 2023-07-29 UI improvements ### 0.0.21 — 2023-07-13 Bug fixes ### 0.0.19 — 2023-07-12 Recurring deposits Improved error messaging ## Apps similar to Pattern Financial | App | Rating | Price | Category | | --- | --- | --- | --- | | [Range Finance](https://appshunter.io/ios/app/range-finance/id6443832629) | 3.9 (12) | Free | Finance | | [Finequities](https://appshunter.io/ios/app/finequities/id1564158426) | 5.0 (9) | Free | Finance | | [Start With Five - Invest App](https://appshunter.io/ios/app/start-with-five-invest-app/id6446306183) | 5.0 (4) | Free | Finance | | [Cryptobucks Wallet](https://appshunter.io/ios/app/cryptobucks-wallet/id1645887768) | 3.7 (3) | Free | Finance | | [ProPay International](https://appshunter.io/ios/app/propay-international/id6444889070) | — | Free | Finance | | [Vesgo](https://appshunter.io/ios/app/vesgo/id1523259331) | — | 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 2026-06-10.*