# Wave Wealth vs Holistic Planning+

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.

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 October 15, 2026 and October 4, 2026 respectively.

## The numbers

| Metric | Wave Wealth | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [5.0 (3 ratings)](https://appshunter.io/ios/app/wave-wealth/id1442331905/reviews) | [5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews) |
| Number of ratings | **3** | 2 |
| Positive reviews | — | 100.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 5 months | **Every 2 months** |
| Monetization | Free | Free |
| Size | 1 MB | 0 MB |
| Requires iOS | 12.0 | 12.0 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Wave Wealth Management LLC](https://appshunter.io/developer/1442331904) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### Wave Wealth

[App page](https://appshunter.io/ios/app/wave-wealth/id1442331905)

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.

**Highlights:** Comprehensive financial overview, Account management, Schwab statement access, Document vault, Contact advisor, Face ID authentication

**Features:** macOS Compatibility

**In-app purchases:** none


### Holistic Planning+

[App page](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812)

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.

**Highlights:** Real-time portfolio viewing, Simplified reporting, Sync held-away accounts, Accessible from anywhere, Advisor notifications

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is Wave Wealth free?

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

### Is Holistic Planning+ free?

Holistic Planning+ is free to download, with no in-app purchases.

### Which has better reviews, Wave Wealth or Holistic Planning+?

Wave Wealth and Holistic Planning+ are both rated 5.0 out of 5 on the App Store, from 3 and 2 ratings respectively.

### Do Wave Wealth or Holistic Planning+ have ads?

Neither Wave Wealth nor Holistic Planning+ shows ads.

### Which is updated more often, Wave Wealth or Holistic Planning+?

Wave Wealth ships an update every 5 months, and Holistic Planning+ every 2 months. Most recently, Wave Wealth was updated on October 15, 2026 and Holistic Planning+ on October 4, 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.*