---
title: "Crescent Wealth Connect - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Takin"
---

# Crescent Wealth Connect — United States

![Crescent Wealth Connect App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/57/4b/18/574b18a1-10f2-f9c7-b78f-f6fe4b35bf9d/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/434x0w.png)

**Developer:** [Crescent Wealth Management](https://apptail.io/developer/crescent-wealth-management-Edke)
**Category:** Finance
**Rating:** 5.0/5 (1 ratings)
**Price:** Free
**Bundle ID:** com.BDMobile.F2099C
**Store:** Apple App Store
**Country:** United States
**Version:** 1.96 (released 2026-06-13)
**Original Release:** 2023-04-25
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6446124524)
**AppTail Page:** [https://apptail.io/app/crescent-wealth-connect-Wbun/united-states](https://apptail.io/app/crescent-wealth-connect-Wbun/united-states)

## Crescent Wealth Connect Description
Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include:

• Networth breakdown by account, including held-away assets
• Current and past performance reporting
• Realized and Unrealized Gains/Loss analysis
• Transaction details 
• Vault containing statements and important documents
• Team interaction for meetings and communications

## Crescent Wealth Connect Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/42/18/5b/42185b86-709c-8ad9-4383-37abcec4d182/01_iphone_one_login.png/1284x2778.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/47/41/6a/47416a83-fa4a-5715-dc3b-6ebf64a83f43/02_iphone_one_home.png/1284x2778.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/97/a3/6e/97a36e48-12ee-626d-7fa0-629e70c56fd6/03_iphone_one_portfolio.png/1284x2778.png)

## Crescent Wealth Connect 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%)





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---

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