SGH Wealth Management vs NavigateWealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
SGH Wealth Management
Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.
- Detailed portfolio performance and analytics
- Aggregate and connect outside accounts
- Direct access to retirement plan
- Advanced financial planning calculators
- Secure document portal
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SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include: • Detailed Portfolio Performance & Analytics • Aggregate & Connect Outside Accounts (All your money in one place) • Direct Access to Your Up-To-Date Retirement Plan • Advanced Financial Planning Calculators • Secure Document Portal *More info can be found at: https://sghwm.com/contact/videos/
NavigateWealth
Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault. This app offers budgeting tools and interactive financial insights in a user-friendly mobile interface.
- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial insights
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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your wealth advisor. • And more!
Screenshots
Verdict
The clearest difference is ratings volume: SGH Wealth Management at 7 against NavigateWealth's 1. On price, rating, update cadence 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 SGH Wealth Management against 5.0 for NavigateWealth. That said, the two scores are not equally well evidenced: SGH Wealth Management has 7 ratings behind it against 1, so its average is the more settled of the two.
SGH Wealth Management ships an update every 42 months, NavigateWealth every 44 months. The most recent releases landed on October 17, 2026 and October 21, 2026 respectively.
| Parameter | SGH Wealth Management | NavigateWealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (7 ratings) | 5.0 (1 ratings) |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 7 — better | 1 |
| Update frequency | Every 42 months — better | Every 44 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 10.0 | 10.0 |
| Further details — not scored | ||
| Size | 66 MB | 65 MB |
| Age rating | 17+ | 17+ |
| Developer | SGH Wealth Management, LLC | NavigateWealth |
Customer experience
SGH Wealth Management
NavigateWealth
In-app purchases
SGH Wealth Management
No in-app purchases
NavigateWealth
No in-app purchases
Questions
Is SGH Wealth Management free?
Is NavigateWealth free?
Which has better reviews, SGH Wealth Management or NavigateWealth?
Do SGH Wealth Management or NavigateWealth have ads?
Which is updated more often, SGH Wealth Management or NavigateWealth?
Other comparisons
