# Wayfinding Financial

> Unified financial tracking and advisor communication platform. (iPhone/iPad app by Circleblack Inc..)

- Source: https://appshunter.io/ios/app/wayfinding-financial/id1503058206 (this page in markdown: same URL + `.md`)
- Developer: [Circleblack Inc.](https://appshunter.io/developer/953900374)
- Category: Finance, Productivity
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 9.0 · 15 MB
- Languages: English
- Released: 2020-03-19
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wayfinding-financial/id1503058206/reviews.md

## What is Wayfinding Financial?

CircleBlack – Know your wealth, live your life!

 

CircleBlack gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips.   See all of your financial accounts and investments in one place at any time.  Track your progress toward retirement and other goals.  Receive up to date performance information at the security, account, goal and your total wealth level. Benchmark yourself against your peers.  Receive pro-active alerts regarding current events that could impact your portfolio.  Benefit from personalized information that makes you a smarter, more informed investor.  CircleBlack substantially improves communication between you and your advisors.

## Key features

- Consolidated account view
- Investment performance tracking
- Goal progress monitoring
- Proactive market alerts
- Peer benchmarking
- Advisor communication enhancement


## Frequently asked questions about Wayfinding Financial

### What is Wayfinding Financial?

Wayfinding Financial is a free application designed to help users track all their financial accounts and investments in one place. It provides performance information, goal tracking, and proactive alerts to keep users informed about their wealth.

### Is Wayfinding Financial free to use?

Yes, Wayfinding Financial is available for free. There are no costs associated with downloading or using the core features of the application.

### What devices support Wayfinding Financial?

Wayfinding Financial is supported on iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How secure is Wayfinding Financial?

While the description does not detail specific security measures, financial applications typically employ robust security protocols to protect user data. Users should always practice good digital hygiene.

### How often is Wayfinding Financial updated?

The application was last updated on March 21, 2020, with version 1.02. Further update frequency is not specified in the provided data.

### What is the age rating for Wayfinding Financial?

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

### Can I track my progress towards financial goals with Wayfinding Financial?

Yes, Wayfinding Financial allows you to track your progress toward retirement and other financial goals. It provides performance information at the account and goal level.

### Does Wayfinding Financial help with advisor communication?

Yes, Wayfinding Financial is designed to substantially improve communication between users and their financial advisors, providing personalized information to make users more informed.

## Version history (last 1 release)

### 1.02 — 2020-03-21

Minor bug fixes, performance improvements.

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## More apps by Circleblack Inc.

- [CircleBlack Investor](https://appshunter.io/ios/app/circleblack-investor/id953900375)
- [Rovin Capital](https://appshunter.io/ios/app/rovin-capital/id1564312033)
- [Robertson Stephens](https://appshunter.io/ios/app/robertson-stephens/id1579092070)
- [Financial Gravity](https://appshunter.io/ios/app/financial-gravity/id1600711049)
- [Cross State Financial](https://appshunter.io/ios/app/cross-state-financial/id1607172605)

All apps by Circleblack Inc.: https://appshunter.io/developer/953900374

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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.*