← All Apple listings

Apple
Ratings
2
Rating
5.0 · 2 ratings
Version
2.0.1338340
Last updated 06/11/2025

#485,030 of 719,896 by ratings on Apple · #23,650 of 32,900 in Finance

First seen by this census 09/05/2026 — the store does not publish a creation date

Last updated 06/11/2025

Tracked since 09/05/2026

View in the Apple store ↗

Compare with another extension

Category: Finance

Description

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 sending and receiving files with your financial advisor.
• And more!

Alternatives to Cresta Advisors

Name Ratings Rating
Loft Advisors by First Dakota National Bank Inc 252 4.9 compare
Index Fund Advisors by Index Fund Advisors, Inc 41 4.9 compare
Primerica Advisors by Pershing, LLC 33 4.8 compare
Kingdom Advisors by Kingdom Advisors, Inc 14 5.0 compare
Stock Advisors: Invest Smarter by Dynamic Investment Advisors, LLC 6 4.7 compare
Claro Advisors by Claro Advisors Inc. 6 4.8 compare
Heritage Pension Advisors by Schwab Retirement Technologies Inc. 6 1.8 compare
Crestwood Advisors by Crestwood Advisors Group LLC 5 5.0 compare
Mayflower Advisors by Mayflower Advisors, LLC 5 5.0 compare
Clear Trail Advisors by Clear Trail Advisors, LLC 5 5.0 compare

Growth

Change in ratings, scaled to each window from the real gap between crawls. A window needs a full period of history before it reports anything.

Per Growth Growth % Actual change Measured over
day Not enough history yet
week Not enough history yet
month Not enough history yet
year Not enough history yet

History

Tracking since 09/05/2026. History accumulates as changes are observed — check back soon.