WealthVault vs XML Financial Group
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
WealthVault
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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
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.
- 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
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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
Verdict
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
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
WealthVault ships an update every 3 months, XML Financial Group monthly. Both last shipped on November 3, 2026.
| Parameter | WealthVault | XML Financial Group |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (3 ratings) — better |
| Number of ratings | — | 3 — better |
| Update frequency | Every 3 months | Monthly — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 16.0 | 15.0 — better |
| Further details — not scored | ||
| Size | 86 MB | 52 MB |
| Age rating | 4+ | 4+ |
| Developer | Wealthvault Research and Analytics Private Limited | XML Financial Group |
In-app purchases
WealthVault
No in-app purchases
XML Financial Group
No in-app purchases
Questions
Is WealthVault free?
Is XML Financial Group free?
Do WealthVault or XML Financial Group have ads?
Which is updated more often, WealthVault or XML Financial Group?
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