10+
Downloads
Content rating
Everyone
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About this app

Wealth management with soul: we aim to guide you towards financial well-being by providing personalized and nurturing financial advice. Our approach starts at your core, delving deep into your identity to create a tailored path that aligns precisely with your desires and needs.

Use our app to connect with your advisor. Interactive capabilities include secure messaging, video meetings, document sharing, digital signature, private workspaces, and more.
Updated on
Feb 24, 2026

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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App info and performance, and Device or other IDs
Data is encrypted in transit
You can request that data be deleted

What’s new

10.7.3 Version Update
- Performance Enhancement
- Bug Fixes

App support

About the developer
TRIGOFI LLC
support@trigofi.com
1045 57th St Emeryville, CA 94608 United States
+1 415-322-9035

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