← All Apple listings

Apple

Plante Moran Wealth

by PMFA INC more by this developer →

Ratings
8
Rating
4.6 · 8 ratings
Version
1.96
Last updated 06/13/2026

#300,530 of 719,896 by ratings on Apple · #16,179 of 32,900 in Finance

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

Last updated 06/13/2026

Tracked since 09/05/2026

View in the Apple store ↗

Compare with another extension

Category: Finance

Description

Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information.

Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password. If you’re interested in access, and are a current PMFA client, reach out to your relationship manager to get started. If you’re not a current client, visit our website at https://www.plantemoran.com/contact-us or call 248-352-2500 and ask to speak with a PMFA relationship manager.

Key features include:
• Up-to-date view of your financial and investment information
• Ability to add and view all financial assets and liabilities in one location
• Document access
• Contact information for your PMFA team
• Wealth management, economic, and investment thought leadership produced by Plante Moran

About Plante Moran Wealth Management:
For over 40 years, Plante Moran Wealth Management has been a leading provider of investment advisory, trust, tax, and insurance services. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

Our firm’s commitment to independence and objectivity means that everything we do is focused on helping you develop and implement the right investment, estate, trust, tax, and insurance strategies. We help you to reach your goals and objectives, in the most collaborative and transparent way.

Alternatives to Plante Moran Wealth

Name Ratings Rating
UBS Wealth Management by UBS AG 64,865 4.8 compare
First Commonwealth Banking by First Commonwealth Bank 27,359 4.8 compare
Wealthscape Investor℠ by National Financial Services LLC 19,290 4.7 compare
Wealthfront: Save and Invest by Wealthfront, Inc. 17,464 4.8 compare
Commonwealth CU Go Mobile by Commonwealth Credit Union, Inc 16,621 4.8 compare
Titan: Your Wealth Team by Titan Global Capital Management, Inc. 7,038 4.6 compare
Wealthscape℠ by National Financial Services LLC 2,858 4.8 compare
First Commonwealth FCU Mobile by First Commonwealth Federal Credit Union 2,700 4.6 compare
CommonWealth One FCU by CommonWealth One Federal Credit Union 2,322 4.8 compare
Nexo: Crypto Wealth Platform by Nexo Capital Inc. 1,916 4.2 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 0 0 9.6 days
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.