Wise Wealth

3.4.1

GeoWealth Management, LLC

0.00

0 reviews

10+
Downloads

Free

Wise Wealth's app provides greater visibility into your accounts at Wise Wealth.

10+ downloads

iOS version

About Wise Wealth

Wise Wealth is a finance app developed by GeoWealth Management, LLC.

Download Statistics

Wise Wealth has been downloaded 32 times. In the last 30 days, the app was downloaded 0 times.

User Ratings

The app has no ratings yet.

App Information

Wise Wealth is FREE to download. The APK download size is 10.97 MB. The latest version available is 3.4.1. The last update was on July 10, 2025.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play August 2017.

Description

Wise Wealth’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

For our clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Wise Wealth Advisors and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.

Recent changes:
Reliability improvements

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More data about Wise Wealth

Price	Free to download
Total downloads	32
Recent downloads	0
Rating	No ratings
Ranking	Not ranked
Version	3.4.1
APK size	11.0 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

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Alternative downloads for the Wise Wealth app

Wise Wealth compared with similar apps

Common keywords of similar apps

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Keywords missing from this app

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Downloads over time

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Wise Wealth has been downloaded 32 times. Over the past 30 days, it has been downloaded 0 times.

Changelog of Wise Wealth

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Developer information for GeoWealth Management, LLC

GeoWealth Management, LLC

development@geowealth.com

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Google Play Rankings for Wise Wealth

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Technologies used by Wise Wealth

11 permissions

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