Equitable Trust vs Lewis Financial
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.
Lewis Financial
Read full descriptionHide full description
App for The Lewis Financial Group clients to access their accounts and performance
Screenshots
Verdict
The clearest difference is update cadence: Equitable Trust at every 2 months against Lewis Financial's every 6 months. Lewis Financial's advantage is iOS requirement (13.4 vs 15.5). On price, ads, in-app purchases and device support 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.
Equitable Trust ships an update every 2 months, Lewis Financial every 6 months. The most recent releases landed on October 24, 2026 and October 7, 2026 respectively.
| Parameter | Equitable Trust | Lewis Financial |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 2 months — better | Every 6 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.5 | 13.4 — better |
| Further details — not scored | ||
| Size | 141 MB | 41 MB |
| Age rating | 4+ | 4+ |
| Developer | Equitable Trust Company, Inc. | Genesis Private Wealth, LLC |
In-app purchases
Equitable Trust
No in-app purchases
Lewis Financial
No in-app purchases
Questions
Is Equitable Trust free?
Is Lewis Financial free?
Do Equitable Trust or Lewis Financial have ads?
Which is updated more often, Equitable Trust or Lewis Financial?
Other comparisons
