Oldfather vs Crescent Wealth Connect
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Oldfather
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This Mobile App allows you to view account information, balances and easily contact your advisor. Client portal app for Oldfather Financial clients.
Crescent Wealth Connect
This platform integrates asset protection and management, providing clients with mobile access to their financial information. View net worth, performance reports, transaction details, and secure documents. Connect with your advisor team for meetings and communications.
- Net worth breakdown
- Performance reporting
- Gains/Loss analysis
- Transaction details
- Secure document vault
- Advisor team communication
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Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include: • Networth breakdown by account, including held-away assets • Current and past performance reporting • Realized and Unrealized Gains/Loss analysis • Transaction details • Vault containing statements and important documents • Team interaction for meetings and communications
Screenshots
Verdict
The clearest difference is update cadence: Crescent Wealth Connect at every 2 months against Oldfather's every 5 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Oldfather ships an update every 5 months, Crescent Wealth Connect every 2 months. The most recent releases landed on September 17, 2026 and November 3, 2026 respectively.
| Parameter | Oldfather | Crescent Wealth Connect |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Number of ratings | — | 1 — better |
| Update frequency | Every 5 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 15.5 — better |
| Further details — not scored | ||
| Size | 61 MB | 144 MB |
| Age rating | 4+ | 4+ |
| Developer | Oldfather Financial Services, LLC | Crescent Wealth Management, Inc. |
In-app purchases
Oldfather
No in-app purchases
Crescent Wealth Connect
No in-app purchases
Questions
Is Oldfather free?
Is Crescent Wealth Connect free?
Do Oldfather or Crescent Wealth Connect have ads?
Which is updated more often, Oldfather or Crescent Wealth Connect?
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