Paterson Wealth vs Wealthvisor
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Paterson Wealth
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Paterson Wealth is one-stop shopping for all your Financial 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 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
Wealthvisor
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Wealthvisor is one-stop shopping for all your Financial 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 Performance of your Portfolio easily 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
Screenshots
Verdict
Paterson Wealth and Wealthvisor are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
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.
Both ship on a similar rhythm, roughly every 2 months. The most recent releases landed on August 30, 2026 and August 22, 2026 respectively.
| Parameter | Paterson Wealth | Wealthvisor |
|---|---|---|
| Price | Free | Free |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 16.0 | 16.0 |
| Further details — not scored | ||
| Size | 85 MB | 86 MB |
| Age rating | 17+ | 4+ |
| Developer | PATERSON WEALTH PRIVATE LIMITED | Excel Net Solutions Private Limited |
In-app purchases
Paterson Wealth
No in-app purchases
Wealthvisor
No in-app purchases
Questions
Is Paterson Wealth free?
Is Wealthvisor free?
Do Paterson Wealth or Wealthvisor have ads?
Which is updated more often, Paterson Wealth or Wealthvisor?
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