Crescent Wealth Connect

by Crescent Wealth Management, Inc. · Finance · Free

On the App Store since April 2023 · Data updated 2026-10-30

Crescent Wealth Connect is made and published by Crescent Wealth Management, Inc. AppBrain is an independent app data site and isn't affiliated with Crescent Wealth Management, Inc. The app name, icon, screenshots and description belong to Crescent Wealth Management, Inc. and are shown as published on the App Store.

AppBrain's verdict

Rating on App Store: 5.00; 1 ratings
Last updated: June 13, 2026
Size: 139.5 MB

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Official page on the App Store

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Store listing

By Crescent Wealth Management, Inc., from the App Store

Screenshots by Crescent Wealth Management, Inc., from the the App Store listing

Description by Crescent Wealth Management, Inc. Written by the developer, not by AppBrain. Click to read.

Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:

• Networth breakdown by account, including held-away assets
• Current and past performance reporting
• Realized and Unrealized Gains/Loss analysis
• Transaction details
• Vault containing statements and important documents
• Team interaction for meetings and communications

Official page on the App Store

Safety and technology

Found in the app by AppBrain

Price: Free
App size: 139.5 MB
Content rating: Everyone

Technologies used by Crescent Wealth Connect

Releases

Updates seen on the App Store

Version: 1.96
Launched: April 2023

No changelog data

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About the app and developer

About Crescent Wealth Connect

Crescent Wealth Connect is a finance app developed by Crescent Wealth Management, Inc.

User Ratings

Crescent Wealth Connect is rated 5.00 out of 5 stars. The rating is based on one rating ratings.

App Information

Crescent Wealth Connect is freely available from the App Store. The app size is 139.45 MB. The latest version available is 1.96. The last update was on June 13, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on the App Store since April 2023.

Developer information for Crescent Wealth Management, Inc.

Crescent Wealth Management, Inc.

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