# Unrivaled WM

> Comprehensive financial overview and document vault for wealth management clients. (iPhone/iPad app by Unrivaled Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/unrivaled-wm/id6449599047 (this page in markdown: same URL + `.md`)
- Developer: [Unrivaled Wealth Management LLC](https://appshunter.io/developer/1689773160)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2023-05-30
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/unrivaled-wm/id6449599047/reviews.md

## What is Unrivaled WM?

This app allows you to view your complete financial picture with Unrivaled Wealth Management. Your Financial Plan, Net Worth, Performance Data, Document Vault and more are all conveniently located in this app. 
 Located in Pittsburgh, Pennsylvania, Unrivaled Wealth Management was built with industry-leading technology and provides full Financial Planning and Portfolio Management services to clients across the country. 
 If you are not a current client, but are interested in the services we provide, please read more on our website at www.unrivaledwm.com.

## Key features

- Complete financial picture
- Net worth tracking
- Performance data
- Document vault
- Financial planning services
- Portfolio management


## Frequently asked questions about Unrivaled WM

### What is Unrivaled WM?

Unrivaled WM is a finance app that provides users with a complete financial picture, including their financial plan, net worth, and performance data. It also offers a secure document vault for storing important financial documents.

### Is Unrivaled WM free to use?

Yes, Unrivaled WM is available for free. It is offered by Unrivaled Wealth Management LLC.

### What devices support Unrivaled WM?

Unrivaled WM is supported on iPhone, iPad, and iPod devices.

### How secure is Unrivaled WM?

While specific security measures are not detailed, the app is built with industry-leading technology and is designed to provide secure access to sensitive financial information for its users.

### What kind of financial services does Unrivaled WM offer?

Unrivaled WM provides full financial planning and portfolio management services to its clients, allowing them to view their complete financial picture within the app.

### How often is Unrivaled WM updated?

The latest version of Unrivaled WM is 5.14.0, which was last updated on September 11, 2024. This indicates regular updates to maintain and improve the application.

### What is the age rating for Unrivaled WM?

Unrivaled WM has an age rating of 4+, making it suitable for a wide range of users.

### Does Unrivaled WM have ads?

No, Unrivaled WM does not contain advertisements. It is a free application focused on providing financial management tools without interruptions.

## Version history (last 4 releases)

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

### 5.4.2 — 2023-05-30

No release notes.

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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 2026-06-01.*