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App Store Apps > Finance > Wealthspire Client Portal
App profile & analytics · Finance · Data updated 2026-10-15
Wealthspire Client Portal icon

Wealthspire Client Portal

by Sontag Advisory LLC · Free · Version 2.0.806019
Availability On the App Store since April 2016 ↗
Rating on App Store
5.00/5
3 ratings
Rating
5.00
3 reviews
Best rank
–
not in the top lists
Last updated
May 7, 2021
2.0.806019
AppBrain's verdict Established

It doesn't have enough ratings yet to judge what users think.

Wealthspire Client Portal is made and published by Sontag Advisory LLC. AppBrain is an independent app data site and isn't affiliated with Sontag Advisory LLC. The app name, icon, screenshots and description belong to Sontag Advisory LLC and are shown as published on the App Store.

About Wealthspire Client Portal

Wealthspire Client Portal is a finance app developed by Sontag Advisory LLC.

User Ratings

Wealthspire Client Portal is rated 5.00 out of 5 stars. The rating is based on 3 ratings.

App Information

Wealthspire Client Portal is freely available from the App Store. The app size is 66.60 MB. The latest version available is 2.0.806019. The last update was on May 7, 2021.

Technical Requirements

The app has a content rating of High Maturity. The app has been available on the App Store since April 2016.

Description by Sontag Advisory LLC (from the App Store)
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.
Show more

More data about Wealthspire Client Portal

Price Free
Rating 5.00 based on 3 ratings
Ranking Not ranked
Version 2.0.806019
App size 66.6 MB
Maturity High Maturity

Screenshots

Wealthspire Client Portal Screenshot 1 of 3
Wealthspire Client Portal Screenshot 2 of 3
Wealthspire Client Portal Screenshot 3 of 3
Screenshots by Sontag Advisory LLC, from the the App Store listing
Official page on the App Store

Alternatives to Wealthspire Client Portal

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Envestnet Client View icon Envestnet Client View
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WealthView icon WealthView
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SMI Private Client icon SMI Private Client
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Kohmann Bosshard Client Portal icon Kohmann Bosshard Client Portal
Kohmann Bosshard Client Portal
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Legacy Trust Family Wealth icon Legacy Trust Family Wealth
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Changelog of Wealthspire Client Portal

No changelog data

Developer information for Sontag Advisory LLC

Sontag Advisory LLC

Address:

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Comments on Wealthspire Client Portal for iOS

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App Store Rankings for Wealthspire Client Portal

This app is not ranked

Technologies used by Wealthspire Client Portal

Frequently asked questions about Wealthspire Client Portal

Is Wealthspire Client Portal free?

Yes. Wealthspire Client Portal is free on the App Store.

Is Wealthspire Client Portal still available?

Yes. Wealthspire Client Portal is on the App Store, and the last update we saw was on May 7, 2021.

How large is Wealthspire Client Portal?

Wealthspire Client Portal is 66.60 MB.

Is Wealthspire Client Portal suitable for children?

App Store gives Wealthspire Client Portal a high maturity rating. It is meant for adults.

How do people rate Wealthspire Client Portal?

Wealthspire Client Portal scores 5.00 out of 5 stars, from 3 ratings on the App Store.

Who made Wealthspire Client Portal?

Wealthspire Client Portal was developed by Sontag Advisory LLC. It is listed in the finance category on the App Store.

What are the best alternatives to Wealthspire Client Portal?

People looking at Wealthspire Client Portal also look at these finance apps: Private Ocean, LLC, Spinnaker Client (Legacy), Envestnet Client View, WealthView, Sparrow Advisors.

Apps other people are watching Popular Finance Apps Today's trending apps Price drops on Google Play Top new apps
Private Ocean, LLC icon Private Ocean, LLC
Spinnaker Client (Legacy) icon Spinnaker Client (Legacy)
Envestnet Client View icon Envestnet Client View
WealthView icon WealthView
Sparrow Advisors icon Sparrow Advisors
SMI Private Client icon SMI Private Client
Kohmann Bosshard Client Portal icon Kohmann Bosshard Client Portal
Legacy Trust Family Wealth icon Legacy Trust Family Wealth
Overview Alternatives Reviews Rankings Technology
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