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About this app

This is the official mobile portal for existing clients of Everspire. This app offers a minimalist view of your investments with personal reporting available for download.

The lack of features in this application underscores another Everspire advantage: Simplicity. Our clients do not need a folder full of complicated apps that offer investment automation, tax harvesting, data aggregation, free trades, news feeds, quotes, questionnaires, new accounts, deposits, performance alerts, planning, financial calculators and other useless clutter. They have been enjoying the "latest" technology for years because they have people.

To explore some of the ways we fuse professionals with cutting edge technology to make financial goals reality, visit:


"Simplicity is the ultimate sophistication."
-Leonardo da Vinci
Updated on
Jun 6, 2018

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What's new

Everspire provides professional financial planning by CERTIFIED FINANCIAL PLANNER™ professionals, plan implementation with licensed advisors, and personalized investment solutions.