Pivot Wealth

Pivot Wealth

Life not limited by money

1 ratings
Free

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Details

  • Released
  • Updated
  • March 3, 2021
  • July 1, 2026

Features

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About

Manage your entire financial world with this personal wealth app. It provides a clear overview of your financial position by gathering all your information in one place, offering bank-level security for your data.

โœ“Live financial snapshot
โœ“Cash flow tracking
โœ“Digital document signing
โœ“Goal setting and budgeting
โœ“Connect with financial professionals
โœ“Secure tax data storage
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What's New in Pivot Wealth

6.16

July 1, 2026

Stability: fixed several rare crashes around login, notifications, task editing, and @mentions. iOS 26: cleaned up double border on text input fields. Notifications: resolved a crash that could occur when a digital form push arrived while certain screens were open.

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FAQ

What is Pivot Wealth?

Pivot Wealth is a personal finance app designed to help users track and manage their entire financial world. It offers a live snapshot of assets and liabilities, cash flow tracking, and tools for setting financial goals.

Is Pivot Wealth secure?

Yes, Pivot Wealth uses bank-level security to ensure your financial data is safe. It securely stores all your financial data and documents in the cloud, making tax time easier.

Can I connect Pivot Wealth to my bank?

The description states the app gathers all your information in one place and provides up-to-date access to bank accounts, credit cards, and other assets. It aims to connect you to your finances in minutes.

Does Pivot Wealth help with budgeting?

Yes, Pivot Wealth includes a 'Goals' feature that helps users budget for success. This feature assists in saving for significant life events like buying property or retirement.

Can I use Pivot Wealth to sign documents?

Yes, Pivot Wealth offers a digital document signing feature. This allows users to save time and paper by signing important documents digitally on any device.

Does Pivot Wealth have ads?

No, Pivot Wealth does not contain advertisements. The app is free to use and does not display any ads to its users.

What devices does Pivot Wealth support?

Pivot Wealth is available on iPhone and iPad devices. It is designed for users within the Apple ecosystem.

How often is Pivot Wealth updated?

The latest version of Pivot Wealth is 6.15.1, last updated on May 19, 2026. This indicates a commitment to regular updates and feature enhancements.