# Wise Wealth

> Wise Wealth (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/wise-wealth/id1272917693 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 18 MB
- Languages: American English
- Released: 2017-09-01
- Data updated: 2026-01-18
- User reviews in markdown: https://appshunter.io/ios/app/wise-wealth/id1272917693/reviews.md

## What is Wise Wealth?

Wise Wealth mobile app provides greater visibility into both clients' overall financial picture and Wise Wealth's wealth advisory services.

For our clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for Wise Wealth and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.


## Version history (last 5 releases)

### 3.4.0 — 2024-08-21

Reliability improvements

### 3.3.1 — 2020-09-30

Multi Factor Authentication (MFA) and UI improvements

### 2.0.7 — 2018-07-05

Touch/Face ID bug fix

### 2.0.6 — 2018-06-26

Performance & Bug fixes
Adding support for Advisors

### 1.1.4 — 2017-11-17

Bug Fixes & Enhancements

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## More apps by GeoWealth Management, LLC

- [ABC Wealth](https://appshunter.io/ios/app/abc-wealth/id1248990253)
- [ProCore Advisors](https://appshunter.io/ios/app/procore-advisors/id1292403653)
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- [Procapita Partners](https://appshunter.io/ios/app/procapita-partners/id1462191385)
- [Procapita Partners Prospect](https://appshunter.io/ios/app/procapita-partners-prospect/id1477625482)

All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

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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 2026-01-18.*