TL Wealth vs UMB Total Wealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
TL Wealth
Access your portfolio values, holdings, and performance details on the go. This app provides a convenient way for clients to stay informed about their financial investments.
- Portfolio value access
- View holdings
- Performance details
- Client investment tracking
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The TL Private Wealth Mobile App allows for client access to portfolio values, holdings, performance details, and more.
UMB Total Wealth
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The UMB TotalWealth app allows you to access and track your investment account(s) while you’re on the move. With the app’s simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include: - A dashboard summarizing your investment account(s), market value, and how your money is invested - Graphical views showing the value of your investments over time - Landscape views for more detailed views of your account(s) You must currently have access to the online TotalWealth site to be able to use this application. For assistance in registering, please contact your Wealth Advisor.
Screenshots
Verdict
The clearest difference is update cadence: TL Wealth at every 4 months against UMB Total Wealth's every 13 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.
TL Wealth ships an update every 4 months, UMB Total Wealth every 13 months. The most recent releases landed on November 6, 2026 and November 8, 2026 respectively.
| Parameter | TL Wealth | UMB Total Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 4 months — better | Every 13 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 15.6 — better | 16.0 |
| Further details — not scored | ||
| Size | 61 MB | 22 MB |
| Age rating | 4+ | 4+ |
| Developer | TL Private Wealth LLC | UMB Financial Corporation |
In-app purchases
TL Wealth
No in-app purchases
UMB Total Wealth
No in-app purchases
Questions
Is TL Wealth free?
Is UMB Total Wealth free?
Do TL Wealth or UMB Total Wealth have ads?
Which is updated more often, TL Wealth or UMB Total Wealth?
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