← All Apple listings

Evermay Wealth Management, LLC

by Evermay Wealth Management, LLC more by this developer →

#570,553 of 719,896 by ratings on Apple · #27,061 of 32,900 in Finance

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 Evermay Wealth Management, LLC

Name	Ratings	Rating
UBS Wealth Management by UBS AG	64,865	4.8	compare
Scotia Wealth Management® by The Bank of Nova Scotia	54	4.6	compare
Orion Wealth Management Portal by Orion Advisor Services, LLC	26	3.8	compare
Park Avenue® Wealth Management by Park Avenue Securities LLC	24	2.8	compare
Vennre: Wealth Management by VENNRE VENTURES ADVISERS (VVA) LTD	11	5.0	compare
Dakota Wealth Management by Dakota Wealth Management, LLC	8	5.0	compare
BMO Wealth Management IOL by BMO Bank National Association	7	3.3	compare
SGH Wealth Management by SGH Wealth Management, LLC	7	5.0	compare
Berenberg Wealth Management by Joh. Berenberg Gossler & Co. KG	5	4.4	compare
Seacoast Wealth Management by Seacoast National Bank	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.

History

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