# Vealthx — Plan, protect & share assets > All-in-one wealth management app for asset organization, financial analysis, and legacy planning. (iPhone/iPad app by CETTLX SERVICES PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/vealthx/id6751635878 (this page in markdown: same URL + `.md`) - Developer: [CETTLX SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1836134702) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 17+ - Requires: iOS 15.0 · 83 MB - Languages: American English - Released: 2025-09-22 - Data updated: 2026-08-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/vealthx/id6751635878/reviews.md ## What is Vealthx? VealthX is your all-in-one wealth management companion. Organize your assets, analyze your finances with powerful charts, and plan your family legacy — all in one secure and intuitive app. Key Features: Smart Dashboard: Get a complete overview of all your assets in one place. Advanced Analytics: Visualize your finances with interactive donut and bar charts. AI-Powered Search: Ask questions in plain language and get instant financial insights. Family Tree Management: Build and manage your family tree to plan inheritance and legacy. Privacy & Security: Your financial data stays encrypted and secure. VealthX makes managing wealth simple, insightful, and future-ready. ## Key features - Smart Dashboard for asset overview - Advanced financial analytics with charts - AI-powered search for insights - Family tree management for legacy planning - Encrypted privacy and security ## Frequently asked questions about Vealthx ### What is Vealthx? Vealthx is a comprehensive wealth management application designed to help users organize, analyze, and plan their financial assets. It provides a smart dashboard, advanced analytics, and tools for legacy planning. ### Is Vealthx free to use? Yes, Vealthx is available for free. The provided data indicates the app is free with no mention of in-app purchases or subscriptions. ### What devices does Vealthx support? Vealthx is currently supported on iPhone and iPod devices. There is no information available regarding Android or desktop compatibility. ### How secure is my financial data with Vealthx? Vealthx prioritizes privacy and security, stating that your financial data stays encrypted and secure within the app. This is a core feature for managing sensitive financial information. ### Can Vealthx help with estate planning? Yes, Vealthx includes a Family Tree Management feature specifically designed to help you build and manage your family tree for planning inheritance and legacy. This makes it a useful tool for estate planning. ### How often is Vealthx updated? The latest version of Vealthx is 1.0.11, and it was last updated on May 31, 2026. This indicates a recent update, suggesting ongoing development and maintenance. ### What is the age rating for Vealthx? Vealthx has an age rating of 17+. This is likely due to the nature of financial management and planning, which may involve complex concepts or sensitive information. ### Does Vealthx have ads? No, Vealthx does not contain advertisements. The application's data indicates it is free and does not have ads, ensuring an uninterrupted user experience. ## Version history (last 5 releases) ### 1.1.1 — 2026-07-29 What's New 1. Improved portfolio experience for Mutual Funds, Equities & ETFs. 2. Enhanced subscription management for a smoother experience. 3. Added Personal Accident & Super Top-Up Insurance as membership benefits. 4. New option to securely clear app data from Settings. 5. Free Plan now remains active until cancelled. 6. Wealth Manager is now included with the Yearly Plan. 7. Faster Family Tree performance and an improved NPS experience. 8. General bug fixes, performance enhancements, and stability improvements. ### 1.0.11 — 2026-05-31 • Improved Mutual Funds account linking and management. • Seamless integration with multiple data sources for portfolio consolidation. • Real-time updates across all your fund holdings. • Enhanced performance for faster data synchronization. • Better clarity and guidance during account setup. • Optimized navigation and browsing experience. • More reliable portfolio tracking and reporting. ### 1.0.10 — 2026-05-30 This release expands membership protection benefits by enabling both Health Insurance Top-Up and Personal Accident (PA) Insurance support features. The update is designed to help members strengthen financial resilience, improve emergency preparedness, and enhance overall family protection coverage. ### 1.0.9 — 2026-05-29 What's New: • Improved Mutual Funds account linking and management. • Seamless integration with multiple data sources for portfolio consolidation. • Real-time updates across all your fund holdings. • Enhanced performance for faster data synchronization. • Better clarity and guidance during account setup. • Optimized navigation and browsing experience. • More reliable portfolio tracking and reporting. ### 1.0.8 — 2026-05-26 What’s New • New Financial Advisor Portal with dedicated advisor login. • Advisors can invite clients and manage portfolios seamlessly. • Secure client interface access for real-time financial guidance. • Review client net worth, assets, and liabilities in one place. • Wealth Managers can download statements and manage wills efficiently. • Added Health Insurance Top-Up support under Membership Benefits. • Added Personal Accident (PA) Insurance support for enhanced protection. • Strengthened financial resilience and emergency preparedness features. • Enhanced family protection coverage through expanded membership benefits. ## Apps similar to Vealthx | App | Rating | Price | Category | | --- | --- | --- | --- | | [EZIT Guardian](https://appshunter.io/ios/app/ezit-guardian/id6479501757) | — | Free | Finance | | [Finideas](https://appshunter.io/ios/app/finideas/id1635925829) | — | Free | Finance | | [Finnovate Wealth App](https://appshunter.io/ios/app/finnovate-wealth-app/id6740236625) | — | Free | Finance | | [Wealthzi](https://appshunter.io/ios/app/wealthzi/id6744445542) | — | Free | Finance | | [Finny: know your FIRE Age](https://appshunter.io/ios/app/finny-know-your-fire-age/id6746444901) | — | Free | Finance | | [Dexterr Private Wealth](https://appshunter.io/ios/app/dexterr-private-wealth/id6475662763) | — | 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 2026-08-01.*