# Stifel Wealth Tracker vs Osaic Equipt

The clearest difference is rating: Stifel Wealth Tracker at 3.2 against Osaic Equipt's 2.0. Stifel Wealth Tracker also leads on review sentiment (10% vs 2%). On price, ratings volume, update cadence and ads there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Stifel Wealth Tracker holds the better App Store score, 3.2 against 2.0. Both are backed by a comparable volume of ratings — 185 and 147 respectively. Written reviews point the same way: 10% of Stifel Wealth Tracker's written reviews are positive against 2% of Osaic Equipt's.

Stifel Wealth Tracker ships an update every 2 months, Osaic Equipt every 4 months. Both last shipped on October 24, 2026.

## The numbers

| Metric | Stifel Wealth Tracker | Osaic Equipt |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[3.2 (185 ratings)](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137/reviews)** | [2.0 (147 ratings)](https://appshunter.io/ios/app/osaic-equipt/id1400949150/reviews) |
| Number of ratings | **185** | 147 |
| Positive reviews | **10.0% of reviews** | 1.7% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 2 months** | Every 4 months |
| Monetization | Free | Free |
| Size | 115 MB | 8 MB |
| Requires iOS | **16.0** | 17.0 |
| Devices | iPhone, iPad | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Stifel Financial Corp.](https://appshunter.io/developer/592251022) | [Osaic, Inc.](https://appshunter.io/developer/1400946099) |

## What reviewers say

### Stifel Wealth Tracker

[App page](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137)

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

**Highlights:** Consolidated financial account view, Net worth tracking, Goal progress monitoring, Investment portfolio analysis, Asset and sector allocation illustration, Access to research reports, Connect with financial advisors

**Features:** macOS Compatibility, Apple Wallet, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Intuitive UI and navigation
- ✅ Improved stability recently
- 💡 Great idea for wealth management
- 📊 Helpful for viewing balances
- ✨ Nice visual appearance

**What reviewers complain about**

- 🐛 Woefully basic and buggy
- 📉 Limited functionality
- 🐌 Slow to load
- ❌ Inaccurate account balances
- 🚫 Can't view individual stock info

**Reported bugs**

- Multi-factor authentication required every login
- MFA codes taking minutes to arrive
- Portfolio account vanished
- App constantly crashes
- Individual stock information shows a blank screen

**Requested features**

- Ability to transfer funds to accounts
- More user ability to hide/customize account display options
- Fix individual stock information display
- Revert to previous version
- Add support for closed end funds


### Osaic Equipt

[App page](https://appshunter.io/ios/app/osaic-equipt/id1400949150)

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

**Highlights:** Investment portfolio monitoring, Account balance and holdings view, Transaction history, Electronic document access, Remote check deposits, Market information and quotes

**Features:** Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 App works for checking balance

**What reviewers complain about**

-  antiquated interface and technology
- ❌ Multiple login steps
- ❌ Frequent crashes and unavailibity
- ❌ No biometric login
- ❌ Cannot download documents

**Reported bugs**

- App crashes on startup
- App crashes at paperless prompt
- Session expired errors
- Login fails repeatedly
- Account info does not fully load

**Requested features**

- Biometric login (FaceID, facial recognition)
- Ability to download monthly statements and tax documents
- Improved data presentation and graphing
- Two-factor authentication on mobile app
- Option to remember login


## Frequently asked questions

### Is Stifel Wealth Tracker free?

Stifel Wealth Tracker is free to download, with no in-app purchases.

### Is Osaic Equipt free?

Osaic Equipt is free to download, with no in-app purchases.

### Which has better reviews, Stifel Wealth Tracker or Osaic Equipt?

Stifel Wealth Tracker is rated higher. Stifel Wealth Tracker averages 3.2 out of 5 from 185 ratings, while Osaic Equipt averages 2.0 from 147 ratings.

### Do Stifel Wealth Tracker or Osaic Equipt have ads?

Neither Stifel Wealth Tracker nor Osaic Equipt shows ads.

### Which is updated more often, Stifel Wealth Tracker or Osaic Equipt?

Stifel Wealth Tracker ships an update every 2 months, and Osaic Equipt every 4 months. Most recently, Stifel Wealth Tracker was updated on October 24, 2026 and Osaic Equipt on October 24, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*