Elevation Wealth Partners vs Envestnet Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Elevation Wealth Partners
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See your complete financial picture and interact with your Wealth Advisor. Personal wealth management doesn't have to be complicated. At Elevation Wealth Partners, we empower our clients to make intelligent financial decisions that lead to better outcomes and help them reach their goals. The Elevation Wealth app provides an intuitive dashboard of your investments, assets, financial goals, reports, and documents - all in a secure and easy-to-use mobile app. KEY BENEFITS A personalized, interactive dashboard that displays your complete financial picture. Dynamic reports with current investment information. Account aggregation so all your investment and asset information are in one, easy to access, place. A document vault for securely viewing files from your wealth advisor.
Envestnet Client View
Manage your finances and work towards your financial goals with this mobile application. It offers tools to simplify your financial life, suitable for both new and experienced users.
- Financial control
- Goal achievement
- Financial life simplification
- Investor tools
- Beginner-friendly finance
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'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.
Screenshots
Verdict
The clearest difference is update cadence: Envestnet Client View at every 3 weeks against Elevation Wealth Partners's every 8 months. Elevation Wealth Partners's advantage is iOS requirement (10.0 vs 15.1). 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.
Elevation Wealth Partners ships an update every 8 months, Envestnet Client View every 3 weeks. The most recent releases landed on November 3, 2026 and November 7, 2026 respectively.
| Parameter | Elevation Wealth Partners | Envestnet Client View |
|---|---|---|
| Price | Free | Free |
| Rating | — | 3.6 (14 ratings) — better |
| Positive reviews | — | 0.0% of reviews |
| Number of ratings | — | 14 — better |
| Update frequency | Every 8 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 10.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 65 MB | 44 MB |
| Age rating | 17+ | 4+ |
| Developer | Elevation Wealth Partners, LLC | Envestnet Financial Technologies, Inc. |
In-app purchases
Elevation Wealth Partners
No in-app purchases
Envestnet Client View
No in-app purchases
Questions
Is Elevation Wealth Partners free?
Is Envestnet Client View free?
Do Elevation Wealth Partners or Envestnet Client View have ads?
Which is updated more often, Elevation Wealth Partners or Envestnet Client View?
Other comparisons
