# wealthpilot — Your personal wealthpilot

> Personal finance and retirement planning tool with advisor access. (iPhone/iPad app by wealthpilot GmbH.)

- Source: https://appshunter.io/ios/app/wealthpilot/id1603441538 (this page in markdown: same URL + `.md`)
- Developer: [wealthpilot GmbH](https://appshunter.io/developer/1445139761)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 9 App Store ratings · 3 written reviews indexed
- Age rating: 4+
- Requires: iOS 14.1 · 45 MB
- Languages: English
- Released: 2022-08-18
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthpilot/id1603441538/reviews.md

## What is wealthpilot?

Invitation code required from a financial advisor.

Start your journey to financial freedom with your personal wealthpilot®.

Your personal wealthpilot puts you in the driver's seat and provides a first-class experience to understanding what it will take to reach your financial goals, to retire when you want. 

Don’t worry, we don’t leave you flying your plane solo, the app provides tips along your journey and gives you the control of when and how to discuss more with a financial advisor.

We all want different things in life and this app provides real-time retirement calculations based on the data you share. Not happy with your outlook and want to win back years? The wealthpilot app provides tips to reach your retirement goals earlier. Anything is possible with proper planning!

Your personal wealthpilot also allows you VIP access to schedule an appointment with a financial advisor to further discuss your financial goals. 

Your time. Your money. Your decision.

## Key features

- Financial goal planning
- Real-time retirement calculations
- Personalized financial tips
- Schedule advisor appointments
- Track financial progress

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/wealthpilot/id1603441538/reviews.md

### 5/5 — Incredible

*2022-12-11, version 1.5.3*

I’m not great with growing my retirement savings and this app helps me stay focused on my personal financial goals. Thanks as well to my advisors for explaining things to me in plain English so I can keep track of which investments are working and which aren’t.

### 5/5 — Helpful understanding my retirement

*2022-11-21, version 1.5.1*

Simplicity in understanding my retirement date, and the importance of speaking with a financial advisor to create a financial plan and investing my funds to have an earlier target retirement date.

### 5/5 — User-friendly all the way

*2022-11-20, version 1.5.1*

I was pleased with the app because it was very easy to navigate. I learned very quickly what I need to do to retire when I would like to.

## Frequently asked questions about wealthpilot

### How do I get started with wealthpilot?

You need an invitation code from a financial advisor to begin using wealthpilot. Once you have the code, you can start your journey to financial freedom and retirement planning.

### What kind of financial advice does wealthpilot offer?

wealthpilot provides tips to help you reach your retirement goals earlier and offers real-time retirement calculations based on your shared data. It guides you on when and how to discuss your finances with a financial advisor.

### Can I schedule appointments with a financial advisor through wealthpilot?

Yes, wealthpilot offers VIP access to schedule appointments with a financial advisor directly within the app to further discuss your financial goals.

### What devices does wealthpilot support?

wealthpilot is available on iPhone and iPod devices. It is designed to help users manage their finances on the go.

### How often is wealthpilot updated?

The latest version of wealthpilot is 1.5.4, which was last updated on December 24, 2022. This indicates regular updates to improve the app's functionality and features.

### What is the age rating for wealthpilot?

wealthpilot has an age rating of 4+. This means it is suitable for users of all ages, with no specific content restrictions.

### Is wealthpilot secure for my financial data?

While the description does not explicitly detail security measures, the app's focus on financial planning and advisor interaction implies a commitment to data protection. Users should always exercise caution when sharing sensitive financial information.

### Does wealthpilot require an ongoing subscription?

wealthpilot is available for free. However, an invitation code from a financial advisor is required to access its features and plan your financial future.

## Version history (last 1 release)

### 1.5.4 — 2022-12-24

* Easy Access option on setting page
* Updated Security & Disclosure information
* Additional field on "Contact Advisor" Page to share free text with advisor
* Bug fixes

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## More apps by wealthpilot GmbH

- [wealthpilot](https://appshunter.io/ios/app/wealthpilot/id1445139762)

All apps by wealthpilot GmbH: https://appshunter.io/developer/1445139761

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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.*