---
title: "Coppertree Financial Planning - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Our customized client app, is designed to give you a seamless, branded experience when managing your financial life. Through the app, you can:      - View your accounts anytime, anywhere – Securely ac"
---

# Coppertree Financial Planning — United States

![Coppertree Financial Planning App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/cd/cf/22/cdcf2262-52b2-336a-478f-a3955cf73f88/AppIcon-1x_U007emarketing-0-8-0-85-220-0.png/434x0w.png)

**Developer:** [Uptick Partners](https://apptail.io/developer/uptick-partners-nsNc)
**Category:** Finance
**Rating:** 5.0/5 (1 ratings)
**Price:** Free
**Bundle ID:** com.coppertreefp.portal
**Store:** Apple App Store
**Country:** United States
**Version:** 1.0 (released 2025-10-23)
**Original Release:** 2025-10-23
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6753968768)
**AppTail Page:** [https://apptail.io/app/coppertree-financial-planning-gBjz/united-states](https://apptail.io/app/coppertree-financial-planning-gBjz/united-states)

## Coppertree Financial Planning Description
Our customized client app, is designed to give you a seamless, branded experience when managing your financial life. Through the app, you can:

 

 - View your accounts anytime, anywhere – Securely access your investment portfolio, balances, and performance.
 


 - Track progress toward goals – See how your plan is aligned with your long-term objectives.


 - Stay connected – Communicate directly with our team and receive updates in a private, secure environment.

 
 - All in one place – From documents to performance reporting, everything you need is available under our firm’s trusted brand.
 

With the reliability of Advyzon technology and the personal touch of Coppertree Financial Planning, the app puts your financial picture at your fingertips—delivered in a way that feels uniquely ours.

## Coppertree Financial Planning Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/09/85/af/0985afd1-440c-6392-c5a4-07c83d58f4d4/1.Networth.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/73/7f/9c/737f9c4e-7218-d954-341e-8ea014a095c4/2.Asset_Allocation.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/eb/62/5a/eb625a7a-fd92-4bc9-4125-2a7f63b2ae29/3.Vault.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/b8/5f/ae/b85fae93-cb9e-ae25-b40d-ef3801d3a706/4.To-do.png/1242x2688.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/f6/2b/32/f62b3238-4eca-8f64-5a2c-b4f3c47a1494/5.Notification.png/1242x2688.png)

## Coppertree Financial Planning Rating Breakdown in United States
- 5 stars: 1 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)

## Coppertree Financial Planning Reviews in United States

### ***** "Coppertree app"
This app is really a nice tool to be able to monitor my portfolio value. I also appreciate having a way to be able to share my tax return and estate documents securely. Thanks Coppertree!
-- TheXEJ, 2025-10-24

[View all Coppertree Financial Planning reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)




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---

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