Equitable Trust vs CapWealth
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
Read full descriptionHide full description
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.
CapWealth
Access your investment portfolio data through an intuitive mobile interface. Track your financial holdings and stay informed about your investments with this user-friendly application.
- Portfolio data access
- User-friendly interface
- Investment tracking
- Financial holdings overview
Read full descriptionHide full description
The CapWealth mobile app enables clients to access portfolio data in a user-friendly interface.
Screenshots
Verdict
Equitable Trust and CapWealth are too close to call on the numbers: across 9 compared parameters — price, rating, ratings volume and update cadence 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.
On the App Store both sit at effectively the same score — 5.0 for Equitable Trust against 5.0 for CapWealth. Both are backed by a comparable volume of ratings — 1 and 1 respectively.
Both ship on a similar rhythm, roughly every 2 months. The most recent releases landed on October 4, 2026 and September 22, 2026 respectively.
| Parameter | Equitable Trust | CapWealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) | 5.0 (1 ratings) |
| Number of ratings | 1 | 1 |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | 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 | Equitable Trust Company, Inc. | CapWealth Advisors, LLC. |
Customer experience
Equitable Trust
CapWealth
In-app purchases
Equitable Trust
No in-app purchases
CapWealth
No in-app purchases
Questions
Is Equitable Trust free?
Is CapWealth free?
Which has better reviews, Equitable Trust or CapWealth?
Do Equitable Trust or CapWealth have ads?
Which is updated more often, Equitable Trust or CapWealth?
Other comparisons
