# Savvy Wealth — Net worth, investing, holdings

> Financial management app for Savvy Wealth clients to track net worth and investments. (iPhone/iPad app by Savvy Wealth, Inc..)

- Source: https://appshunter.io/ios/app/savvy-wealth/id6642694010 (this page in markdown: same URL + `.md`)
- Developer: [Savvy Wealth, Inc.](https://appshunter.io/developer/1763578861)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 7 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 35 MB
- Languages: English
- Released: 2024-08-27
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/savvy-wealth/id6642694010/reviews.md

## What is Savvy Wealth?

Our app has been designed exclusively for Savvy Wealth clients. 

Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape. Easily oversee your entire portfolio — including assets not directly managed by your advisor — all in one place.

Features include:

• Net Worth Overview: Gain a holistic view of your financial health by tracking your net worth over time. Visualize your assets with our balance sheet and charts.

• Managed Account Details: Access detailed information about your managed accounts with Savvy Wealth. Stay informed about account balances at your fingertips.

• Holdings Breakdown: Dive deep into the specifics of your investment portfolio with our holdings breakdown feature. Explore individual investments, asset allocations, and performance data.

## Key features

- Net Worth Overview with charts
- Managed Account Details
- Holdings Breakdown
- Holistic financial landscape view
- Technology-driven wealth management


## Frequently asked questions about Savvy Wealth

### What is Savvy Wealth?

Savvy Wealth is a financial management app designed exclusively for its clients. It provides a seamless view of your entire financial landscape, including net worth, managed accounts, and investment holdings.

### How do I get started with Savvy Wealth?

Savvy Wealth is available for free download. It is designed for existing Savvy Wealth clients to access their financial information on the go.

### What devices does Savvy Wealth support?

Savvy Wealth is currently supported on iPhone and iPod devices. It was last updated on January 22, 2025, with version 1.0.6.

### Is Savvy Wealth secure?

While specific security measures are not detailed, the app is developed by Savvy Wealth, Inc. and focuses on providing a secure way for clients to access their financial data.

### Can I see my investments with Savvy Wealth?

Yes, Savvy Wealth offers a detailed holdings breakdown feature. You can explore individual investments, asset allocations, and performance data within the app.

### How often is Savvy Wealth updated?

The app was last updated on January 22, 2025, indicating regular maintenance and potential feature additions. The current version is 1.0.6.

### What is the user sentiment for Savvy Wealth?

Savvy Wealth has a perfect 5.0-star rating from 7 reviews, suggesting a highly positive user experience among its current client base.

### Does Savvy Wealth have ads?

No, Savvy Wealth is ad-free. The app is free to download and use for Savvy Wealth clients and does not contain advertisements.

## Version history (last 5 releases)

### 1.0.6 — 2025-01-22

Fixed an issue on logout

### 1.0.5 — 2025-01-09

Some changes to app views

### 1.0.4 — 2024-09-24

Individual account view available for some accounts

### 1.0.3 — 2024-09-06

Some bugfixes

### 1.0.2 — 2024-08-28

A bug was fixed where some floating point math caused our graph tooltip decimal to be extraordinarily long on certain data points.

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| --- | --- | --- | --- |
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## Related topics

[savvy](https://appshunter.io/ios/topics/savvy)

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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 2026-06-10.*