# SageOak

> Consolidate financial accounts, track investments, and collaborate with advisors securely. (iPhone/iPad app by SageOak Financial.)

- Source: https://appshunter.io/ios/app/sageoak/id1545616940 (this page in markdown: same URL + `.md`)
- Developer: [SageOak Financial](https://appshunter.io/developer/1545616942)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 2 MB
- Languages: English
- Released: 2020-12-22
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sageoak/id1545616940/reviews.md

## What is SageOak?

The SageOak Financial client portal (powered by Wealth Access) provides a simple, secure way to view and track all of your financial and investment accounts in one place.

With a comprehensive overview of all of your assets and liabilities, you can easily view and share information with your financial advisor to help plan for and make progress towards your financial goals. 

KEY FEATURES:

-Track all of your financial and investment accounts

-Easily collaborate with your financial advisor

-Stay informed with custom reports and alerts

-Enjoy state-of-the-art encryption and security

GET STARTED:

For more information on setting up your account, please contact your SageOak financial advisor or visit sageoak.co/phonecall to schedule a complimentary initial phone call and explore whether or not it makes sense to pursue a possible advisory relationship with our firm.

DISCLOSURES:

SageOak Financial, LLC (“SageOak”) is a registered investment adviser with the state of Oklahoma in the United States of America. SageOak may only transact business or render personalized investment advice in those states and jurisdictions where SageOak is registered/filed notice or otherwise excluded or exempted from registration requirements. This is distributed for informational purposes only, and it is NOT to be construed as a solicitation, recommendation, or endorsement of any particular security, product, or service.

SageOak is required to provide a Disclosure Brochure (Form ADV Part II) to you before an investment advisory relationship may be established between you and SageOak. A copy of SageOak’s current Disclosure Brochure (Form ADV Part II) discussing business operations, services, and fees is available from SageOak upon request by contacting SageOak via email at info@SageOakFinancial.com or by phone at (918) 518-1533.

Additional information about SageOak Financial, LLC is also available

on the SEC’s website at www.adviserinfo.sec.gov or on the Oklahoma Securities Commission website at www.securities.ok.gov/Firms-profs/DBSearch/.

## Key features

- Track all financial and investment accounts
- Collaborate with financial advisors
- Custom reports and alerts
- State-of-the-art encryption and security
- Comprehensive asset and liability overview


## Frequently asked questions about SageOak

### Is SageOak secure for my financial information?

Yes, SageOak utilizes state-of-the-art encryption and security measures to protect your financial data. The app is designed to provide a simple and secure way to view and track all your accounts.

### How do I get started with SageOak?

To set up your account, contact your SageOak financial advisor or visit sageoak.co/phonecall to schedule an initial consultation. This will help determine if pursuing an advisory relationship is suitable for you.

### Can I track all my financial accounts with SageOak?

Yes, SageOak provides a comprehensive overview of all your assets and liabilities, allowing you to track all your financial and investment accounts in one place.

### Does SageOak offer personalized financial advice?

SageOak Financial, LLC is a registered investment adviser. They can provide personalized investment advice in states where they are registered. You can request their Disclosure Brochure (Form ADV Part II) for details on services and fees.

### What devices is SageOak available on?

SageOak is available on iPhone, iPad, and iPod. It is designed for users who want to manage their finances on Apple mobile devices.

### How often is SageOak updated?

The latest version of SageOak is 2.3.2, last updated on December 29, 2020. While the last update was in 2020, users can contact the developer for information on future updates.

### What is the user rating for SageOak?

SageOak has a perfect rating of 5.0 stars from 1 rating. This indicates a highly positive initial user experience based on available data.

### Can I share information with my financial advisor through SageOak?

Yes, the app is designed to easily share information with your financial advisor. This collaboration helps in planning and making progress towards your financial goals.

## Version history (last 1 release)

### 2.3.2 — 2020-12-29

New name

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## More apps by SageOak Financial

- [SageOak](https://appshunter.io/ios/app/sageoak/id6443660399)

All apps by SageOak Financial: https://appshunter.io/developer/1545616942

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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.*