Wave Wealth vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Wave Wealth
Manage your financial accounts and access important documents from your advisor. View a comprehensive financial picture and securely access statements. Face ID is available for quick and easy access.
- Comprehensive financial overview
- Account management
- Schwab statement access
- Document vault
- Contact advisor
- Face ID authentication
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Keep all of your finances at your fingertips with the Wave Wealth mobile app. View and manage your accounts, access and download your Schwab statements, and contact your advisor. - Comprehensive financial picture - Document vault. - Face ID available.
Holistic Planning+
Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.
- Real-time portfolio viewing
- Simplified reporting
- Sync held-away accounts
- Accessible from anywhere
- Advisor notifications
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Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time. See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more. KEY FEATURES: - View portfolios in real time - Simplified reporting and access - Sync held-away accounts - Accessible from anywhere - Receive notifications from your advisor
Screenshots
Verdict
The clearest difference is update cadence: Holistic Planning+ at every 2 months against Wave Wealth's every 5 months. On price, rating, ratings volume and ads 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.
On the App Store both sit at effectively the same score — 5.0 for Wave Wealth against 5.0 for Holistic Planning+. Both are backed by a comparable volume of ratings — 3 and 2 respectively.
Wave Wealth ships an update every 5 months, Holistic Planning+ every 2 months. The most recent releases landed on September 30, 2026 and October 4, 2026 respectively.
| Parameter | Wave Wealth | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (3 ratings) | 5.0 (2 ratings) |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | 3 — better | 2 |
| Update frequency | Every 5 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.0 | 12.0 |
| Further details — not scored | ||
| Size | 1 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Wave Wealth Management LLC | Uptick Partners, LLC |
Customer experience
Wave Wealth
Holistic Planning+
In-app purchases
Wave Wealth
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Wave Wealth free?
Is Holistic Planning+ free?
Which has better reviews, Wave Wealth or Holistic Planning+?
Do Wave Wealth or Holistic Planning+ have ads?
Which is updated more often, Wave Wealth or Holistic Planning+?
Other comparisons
