# TPO Wealth > Comprehensive financial aggregation and tracking for personal wealth management. (iPhone/iPad app by The Private Office Limited.) - Source: https://appshunter.io/ios/app/tpo-wealth/id1473830193 (this page in markdown: same URL + `.md`) - Developer: [The Private Office Limited](https://appshunter.io/developer/1473830192) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 15.0 · 3 MB - Languages: American English - Released: 2025-04-02 - Data updated: 2026-07-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/tpo-wealth/id1473830193/reviews.md ## What is TPO Wealth? The TPO Wealth app is a service provided by The Private Office Ltd and powered by MoneyInfo that gives you a complete picture of your financial life. Having all of your financial information in one place. The TPO Wealth app makes understanding and keeping track of your money both easy and safe. Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. Here’s a few of the things the TPO Wealth app can help you with – • From a single investment to an extensive investment portfolio; the TPO Wealth app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time. • Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals. • Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most. • Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants? The TPO Wealth app is available to clients of The Private Office Ltd. If you don't already have access to your own TPO account, contact the team at enquiries@theprivateoffice.com. ## Key features - Consolidated financial overview - Investment portfolio tracking - Income and spending analysis - Savings potential visualization - Document storage and retrieval - Property value tracking ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/tpo-wealth/id1473830193/reviews.md ### 5/5 — User friendly, runs smoothly, big fan! *2022-01-20, version 1.3* Great to have all my docs in one place and the messaging feature is really helpful. ### 4/5 — Makes life easier *2022-01-20, version 1.3* It’s so much better being able to see everything in one place rather than signing into all my individual accounts. The property valuation is a good extra too. ### 2/5 — Disappointing *2021-05-10, version 1.3* Features advertised are missing from the app. The analysis is very limited. No intuitive enough. ## Frequently asked questions about TPO Wealth ### How secure is TPO Wealth? TPO Wealth is designed with security in mind, acting as a digital filing cabinet for your financial life. It is powered by MoneyInfo, a reputable financial data aggregation service, ensuring your information is kept safe and accessible only to you. ### What financial institutions does TPO Wealth support? The app allows you to track investments, savings, pensions, insurances, banking, credit cards, and property. Specific supported institutions are not detailed, but it aims for a comprehensive overview of all your financial assets. ### Can I track my income and expenses with TPO Wealth? Yes, TPO Wealth enables you to track income and spending from your credit cards and bank accounts. It automatically categorizes transactions, helping you understand where your money is going. ### Is TPO Wealth available on Android devices? Based on the provided data, TPO Wealth is available for iPhone and iPad. Support for Android devices is not explicitly mentioned in the current information. ### How often is TPO Wealth updated? The app was last updated on March 23, 2026, indicating a commitment to ongoing development and improvements. The latest version is 2.2. ### What is the age rating for TPO Wealth? TPO Wealth has an age rating of 4+, making it suitable for a wide range of users. This indicates it contains no mature or sensitive content. ### Does TPO Wealth have ads? No, TPO Wealth does not contain advertisements. The app is free to use and does not display any ads to its users. ### How do I get access to TPO Wealth? TPO Wealth is available to clients of The Private Office Ltd. If you do not have an account, you can contact enquiries@theprivateoffice.com to gain access. ## Version history (last 5 releases) ### 2.3 — 2026-07-17 Updated version of the TPO Wealth app, includes latest fixes. ### 2.2 — 2026-03-23 Updated version TPO Wealth, includes new PIN functionality. ### 2.1 — 2025-04-02 Updated to support SSO functionality. ### 2.0 — 2022-02-10 Inclusion of Biometric access ### 1.3 — 2020-10-15 Improved Login process stability and minor bug fixes. ## Apps similar to TPO Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [My7IM](https://appshunter.io/ios/app/my7im/id1558839713) | — | Free | Finance | | [LGT Wealth UK](https://appshunter.io/ios/app/lgt-wealth-uk/id1493505573) | — | Free | Finance | | [Tribe Impact Capital](https://appshunter.io/ios/app/tribe-impact-capital/id6737198725) | — | Free | Finance | | [Bentley Reid Client Portal](https://appshunter.io/ios/app/bentley-reid-client-portal/id1613924922) | — | 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 2026-07-24.*