Taylor Hoffman vs Evercore Wealth and Trust
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Taylor Hoffman
This app provides authorized clients with a streamlined way to view their investment portfolio data. It offers a simple and elegant interface for easy access to financial information.
- Access portfolio data
- Simple interface
- Elegant design
- Client-specific access
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The Taylor Hoffman Mobile phone application enables authorized Taylor Hoffman clients to access portfolio data in a simple, elegant interface.
Evercore Wealth and Trust
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Welcome to the mobile app for clients of Evercore Wealth Management and Evercore Trust Company. An extension of our online client portal, this app allows you to securely: - View account balances, holdings, and account activity - Send and receives files from your wealth advisor - View and download statements and documents - View our latest news and perspectives Simply download the app and log in with your existing credentials. For more information, visit https://evercorewealthandtrust.com
Screenshots
Verdict
Taylor Hoffman and Evercore Wealth and Trust are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
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.
Taylor Hoffman ships an update every 2 months, Evercore Wealth and Trust every 6 weeks. The most recent releases landed on October 24, 2026 and October 25, 2026 respectively.
| Parameter | Taylor Hoffman | Evercore Wealth and Trust |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 2 months | Every 6 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.5 | 15.5 |
| Further details — not scored | ||
| Size | 141 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Taylor Hoffman | Evercore Wealth Management, LLC |
In-app purchases
Taylor Hoffman
No in-app purchases
Evercore Wealth and Trust
No in-app purchases
Questions
Is Taylor Hoffman free?
Is Evercore Wealth and Trust free?
Do Taylor Hoffman or Evercore Wealth and Trust have ads?
Which is updated more often, Taylor Hoffman or Evercore Wealth and Trust?
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