Waverly Advisors vs True Wealth Design
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Waverly Advisors
Access your financial account details, including valuation, performance, and reports. This app is designed exclusively for authorized clients to view their financial information on mobile devices.
- View account valuation
- Track performance
- Access reports
- Exclusive client access
- Mobile-optimized interface
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This mobile application is available exclusively for Waverly Advisors' clients. The app allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.
True Wealth Design
Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault for advisor files. This easy-to-use mobile application offers comprehensive budgeting tools and interactive financial insights.
- 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 financial advisor. • And more!
Screenshots
Verdict
The clearest difference is iOS requirement: True Wealth Design at 10.0 against Waverly Advisors's 15.6. On price, rating, ratings volume and update cadence 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 Waverly Advisors against 5.0 for True Wealth Design. Both are backed by a comparable volume of ratings — 3 and 8 respectively.
Waverly Advisors ships an update every 5 months, True Wealth Design every 8 months. The most recent releases landed on October 21, 2026 and October 9, 2026 respectively.
| Parameter | Waverly Advisors | True Wealth Design |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (3 ratings) | 5.0 (8 ratings) |
| Number of ratings | 3 | 8 — better |
| Update frequency | Every 5 months — better | Every 8 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 10.0 — better |
| Further details — not scored | ||
| Size | 61 MB | 67 MB |
| Age rating | 4+ | 17+ |
| Developer | Waverly Advisors, LLC | True Wealth Design, LLC |
Customer experience
Waverly Advisors
True Wealth Design
In-app purchases
Waverly Advisors
No in-app purchases
True Wealth Design
No in-app purchases
Questions
Is Waverly Advisors free?
Is True Wealth Design free?
Which has better reviews, Waverly Advisors or True Wealth Design?
Do Waverly Advisors or True Wealth Design have ads?
Which is updated more often, Waverly Advisors or True Wealth Design?
Other comparisons
