Stifel Wealth Tracker vs Rockefeller Digital
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Stifel Wealth Tracker
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.
- 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
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Available via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future. Securely view all your financial information – your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more – in one place. The software will track your net worth, monitor your progress toward your goals, perform a detailed analysis of your investment portfolio, and illustrate your asset and sector allocations. Additionally, the application can help you better understand your investments through access to research reports from Stifel’s nationally recognized equity research. Best of all, as a Stifel Wealth Tracker user, personal service is only a click away – whenever you have questions or need assistance, Stifel can connect you to a financial advisor in your area.
Rockefeller Digital
Manage your Rockefeller Global Family Office accounts on the go. Access balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Digitally authorize transactions and view important documents.
- Account balance and activity access
- Mobile check deposit
- Fund transfers
- Bill payment
- Digital wire authorization
- Secure advisor communication
- Document viewing and download
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The Rockefeller Digital mobile application provides Rockefeller Global Family Office clients the ability to: - Access your account balances, holdings, and recent activity. - Deposit checks from anywhere using your mobile device. - Transfer funds between your accounts and accounts held at other financial institutions. - Pay bills. - Digitally authorize wire instructions. - Set up Touch ID® / Face ID® to securely login into your Rockefeller Digital account. - Securely send and receive files from your advisor with collaboration feature. - View and download statements, correspondence, tax documents, and trade confirmations. IMPORTANT NOTES: - Users must have a valid Rockefeller Digital login account in order to use this application. - There is no charge to download the application, however you may be charged access fees by your wireless service provider while using the application. - Some features available on Rockefeller Digital web application are not available on the mobile application. - All product names, trademarks and registered trademarks are the property of their respective owners. - By downloading and using this app, you agree to the current terms and conditions and the privacy policy.
Screenshots
Verdict
The clearest difference is rating: Rockefeller Digital at 3.7 against Stifel Wealth Tracker's 3.2. Stifel Wealth Tracker's advantage is review sentiment (10% vs 0%) and ratings volume (185 vs 47). On price, update cadence, ads and in-app purchases 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.
Rockefeller Digital holds the better App Store score, 3.7 against 3.2. Both are backed by a comparable volume of ratings — 185 and 47 respectively. Written reviews complicate that: 10% of Stifel Wealth Tracker's written reviews are positive against 0% of Rockefeller Digital's, so the app with the better star average is not the one people write more warmly about.
Both ship on a similar rhythm, roughly every 2 months. Both last shipped on October 24, 2026.
| Parameter | Stifel Wealth Tracker | Rockefeller Digital |
|---|---|---|
| Price | Free | Free |
| Rating | 3.2 (185 ratings) | 3.7 (47 ratings) — better |
| Positive reviews | 10.0% of reviews — better | 0.0% of reviews |
| Number of ratings | 185 — better | 47 |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 16.0 — better | 17.6 |
| Further details — not scored | ||
| Size | 115 MB | 105 MB |
| Age rating | 4+ | 4+ |
| Developer | Stifel Financial Corp. | Rockefeller & Co. LLC |
Customer experience
Stifel Wealth Tracker
Rockefeller Digital
Bugs and requests
Stifel Wealth Tracker
Reported bugs
23 issues- 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
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- Linked accounts not updating with current balances
- Side 'need help' floating button blocks text
- Cannot hide non-existent 0 balance bank accounts
- Unrealized capital gains buried in menus
- Cannot access account documents
- External accounts not syncing properly
- Secondary authentication for outside accounts works intermittently
- Manual assets do not allow for depreciation/appreciation entry
- App logs out frequently
- Unknown error occurred when linking accounts
- Research reports not pulling up
- Can't get past login screen (endless spinner)
- Every menu option displays logo and blank screen
- Touch ID/Face ID not working
- App won't open, disappears after starting
- App does not reflect real value of accounts
- Closing prices of funds not correctly loaded
- Unable to access accounts after registration
Requested features
10 requests- 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
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- Fix projected income calculation for special dividends
- Add support for Benefits Wallet/Bank of Mellon and Guild Mortgage
- Ability to view older research reports
- Better view of holdings, including position price per share
- Dark mode option
Rockefeller Digital
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Stifel Wealth Tracker
No in-app purchases
Rockefeller Digital
No in-app purchases
Questions
Is Stifel Wealth Tracker free?
Is Rockefeller Digital free?
Which has better reviews, Stifel Wealth Tracker or Rockefeller Digital?
Do Stifel Wealth Tracker or Rockefeller Digital have ads?
Which is updated more often, Stifel Wealth Tracker or Rockefeller Digital?
Other comparisons
