Equitable Trust vs First United Wealth Management
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Equitable Trust
Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.
- Account data access
- Connect with financial team
- On-the-go access
- Secure client portal
- Financial picture overview
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Equitable Trust’s mobile client portal keeps you connected to your financial picture anytime, anywhere. Access your account data or get in touch with your financial team on the go. Clients should contact their advisor to obtain login credentials prior to using this app.
First United Wealth Management
Monitor your investment accounts and track performance against the market with clear visuals and breakdowns. This finance app provides quick access to your profile balances and account summaries, helping you gauge your wealth-building progress.
- View profile balances
- Account summaries
- Visual dashboards
- Market performance comparison
- Account breakdowns
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Always on the go with little time to check your investment accounts? Curious how your account is performing against the market? The First United Wealth Management Mobile App powered by TRUSTtrak lets you quickly view your profile balances without interrupting your daily life. With stunning visuals and account breakdowns you are easily able to gauge your path to wealth on the iPhone or iPad. This Wealth Service app puts your investment information at your fingertips with tools such as: - Account Summary Easily view the most recent summary for your accounts with allocations. - Dashboards Scroll through various dashboards with account breakdowns and visual graphics of your account. - Performance Track how your account is performing compared to the market.
Screenshots
Verdict
The clearest difference is update cadence: Equitable Trust at every 2 months against First United Wealth Management's every 14 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 Equitable Trust against 5.0 for First United Wealth Management. Both are backed by a comparable volume of ratings — 1 and 1 respectively.
Equitable Trust ships an update every 2 months, First United Wealth Management every 14 months. The most recent releases landed on October 24, 2026 and October 29, 2026 respectively.
| Parameter | Equitable Trust | First United Wealth Management |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) | 5.0 (1 ratings) |
| Number of ratings | 1 | 1 |
| Update frequency | Every 2 months — better | Every 14 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.5 — better | 16.0 |
| Further details — not scored | ||
| Size | 141 MB | 83 MB |
| Age rating | 4+ | 4+ |
| Developer | Equitable Trust Company, Inc. | First United Bank & Trust |
Customer experience
Equitable Trust
First United Wealth Management
In-app purchases
Equitable Trust
No in-app purchases
First United Wealth Management
No in-app purchases
Questions
Is Equitable Trust free?
Is First United Wealth Management free?
Which has better reviews, Equitable Trust or First United Wealth Management?
Do Equitable Trust or First United Wealth Management have ads?
Which is updated more often, Equitable Trust or First United Wealth Management?
Other comparisons
