Stifel Wealth Tracker vs Altruist Client
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.
Altruist Client
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
- View account balances and returns
- Track transactions and transfers
- Analyze investment allocations
- See detailed asset breakdown
- Access financial advisor
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Altruist gives you full access to your investments and your Altruist financial advisor. Download the Altruist Client app to view and track the progress of your investments so you can feel good about your money. • View performance with key metrics like account balances, time-weighted returns, and earnings • Stay on top of transfers, deposits, withdrawals, and other important transactions • Gain insight into your investment allocations, including a detailed breakdown of exactly what you own Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the Altruist Client app and log in to get started today.
Screenshots
Verdict
The clearest difference is rating: Altruist Client at 4.8 against Stifel Wealth Tracker's 3.2. Altruist Client also leads on review sentiment (49% vs 10%) and update cadence (fortnightly vs every 2 months). On price, ads, in-app purchases and monetization model 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.
Altruist Client holds the better App Store score, 4.8 against 3.2. That said, the two scores are not equally well evidenced: Altruist Client has 1.6K ratings behind it against 186, so its average is the more settled of the two. Written reviews point the same way: 10% of Stifel Wealth Tracker's written reviews are positive against 49% of Altruist Client's.
Stifel Wealth Tracker ships an update every 2 months, Altruist Client fortnightly. Both last shipped on November 3, 2026.
| Parameter | Stifel Wealth Tracker | Altruist Client |
|---|---|---|
| Price | Free | Free |
| Rating | 3.2 (186 ratings) | 4.8 (1.6K ratings) — better |
| Positive reviews | 9.8% of reviews | 49.3% of reviews — better |
| Number of ratings | 186 | 1.6K — better |
| Update frequency | Every 2 months | Fortnightly — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 16.0 | 15.1 — better |
| Further details — not scored | ||
| Size | 115 MB | 73 MB |
| Age rating | 4+ | 4+ |
| Developer | Stifel Financial Corp. | Altruist |
Customer experience
Stifel Wealth Tracker
Altruist Client
User reviews
Stifel Wealth Tracker
From 186 App Store ratingsWhat we love
- 👍 Intuitive UI and navigation
- ✅ Improved stability recently
- 💡 Great idea for wealth management
- 📊 Helpful for viewing balances
- ✨ Nice visual appearance
Room to improve
- 🐛 Woefully basic and buggy
- 📉 Limited functionality
- 🐌 Slow to load
- ❌ Inaccurate account balances
- 🚫 Can't view individual stock info
Altruist Client
From 1.6K App Store ratingsWhat we love
- 👍 Easy and intuitive to use
- 🚀 Stable and fast performance
- 💻 Clean and modern UI
- 🤝 Excellent personal care and management
- 💰 Great investment returns
Room to improve
- 🐛 Crashes and freezes
- 📱 Compatibility issues with newer OS versions
- 🔍 Limited functionality and data
- 🔑 Frequent login/authentication issues
- 🧭 Lack of account nicknames and search
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
Show 18 moreShow fewer
- 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
Show 5 moreShow fewer
- 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
Altruist Client
Reported bugs
5 issues- Black screen issues
- Face ID/biometric login not working
- Graphs and data displaying incorrectly
- Frequent app updates required
- Inability to access accounts on non-app platforms
Requested features
5 requests- Dark mode option
- Intraday charts and performance data
- Detailed portfolio analytics and breakdowns
- iPad-optimized app
- Improved account management features
In-app purchases
Stifel Wealth Tracker
No in-app purchases
Altruist Client
No in-app purchases
Questions
Is Stifel Wealth Tracker free?
Is Altruist Client free?
Which has better reviews, Stifel Wealth Tracker or Altruist Client?
Do Stifel Wealth Tracker or Altruist Client have ads?
Which is updated more often, Stifel Wealth Tracker or Altruist Client?
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