Comparison

WealthVault vs XML Financial Group

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

WealthVault

Features
Read full description

WealthVault is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

About

XML Financial Group

This app serves as a single point of contact for managing various aspects of your financial life, allowing you to monitor your wealth management strategy in real-time and access expert commentary. It offers widgets for real-time article updates and push notifications for important news.

Highlights
  • Real-time wealth management strategy monitoring
  • Access to top team commentary
  • Home screen widgets for article updates
  • Push notifications for important news
  • Personalized financial management
Read full description

You have spent your adult life saving and building wealth. What is it all for? What does it get you? We are the single point of contact to manage multiple facets of your financial life so that you get on living! We believe your advisor should: pursue excellence. Find genius. Communicate clearly. Be transparent. Be proactive. Seek to simplify. Treat you as family. With the XML Financial Group mobile app, you can monitor your wealth management strategy in real time while gaining native access to the top commentary from the team. Simply hold down on your home screen and you'll be able to put a widget that contains a real time updated list of articles we produce on a consistent basis. Additionally push notifications can be sent to you for the most important news. Only available on iOS!

Screenshots

WealthVault4 screens
XML Financial Group4 screens

Verdict

The call

The clearest difference is update cadence: XML Financial Group at monthly against WealthVault's every 3 months. 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

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

UpkeepUpdate frequency

WealthVault ships an update every 3 months, XML Financial Group monthly. Both last shipped on November 3, 2026.

Scorecard1 real difference · 8 level
WealthVault versus XML Financial Group: the parameters behind the verdict, then further details
ParameterWealthVaultXML Financial Group
PriceFreeFree
Rating—5.0 (3 ratings) — better
Number of ratings—3 — better
Update frequencyEvery 3 monthsMonthly — better
AdsNoNo
In-app purchasesNoNo
Monetization—Free
DevicesiPhone, iPadiPhone, iPod
Requires iOS16.015.0 — better
Further details — not scored
Size86 MB52 MB
Age rating4+4+
DeveloperWealthvault Research and Analytics Private LimitedXML Financial Group

In-app purchases

None

WealthVault

No in-app purchases

None

XML Financial Group

No in-app purchases

Questions

Is WealthVault free?
WealthVault is free to download, with no in-app purchases.
Is XML Financial Group free?
XML Financial Group is free to download, with no in-app purchases.
Do WealthVault or XML Financial Group have ads?
Neither WealthVault nor XML Financial Group shows ads.
Which is updated more often, WealthVault or XML Financial Group?
WealthVault ships an update every 3 months, and XML Financial Group monthly. Most recently, WealthVault was updated on November 3, 2026 and XML Financial Group on November 3, 2026.

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