---
title: "Tri-Star Trust Wealth Access - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view"
---

# Tri-Star Trust Wealth Access — United States

![Tri-Star Trust Wealth Access App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/95/63/a8/9563a8e7-fec2-b84a-ac1d-2505eed7b031/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/400x400bb.png)

**Developer:** [Tri-Star Trust Bank](https://apptail.io/developer/tri-star-trust-bank-YMEf)
**Category:** Finance
**Rating:** N/A (0 ratings)
**Price:** Free
**Bundle ID:** com.wealthaccess.tristartrust
**Store:** Apple App Store
**Country:** United States
**Version:** 1.1 (released 2025-07-08)
**Original Release:** 2022-05-12

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1622382390)
**AppTail Page:** [https://apptail.io/app/tri-star-trust-wealth-access-rNFd/united-states](https://apptail.io/app/tri-star-trust-wealth-access-rNFd/united-states)

## Tri-Star Trust Wealth Access Description
From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.

Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.

Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life. 

IT’S EASY TO GET STARTED
Wealth Access is available by contacting your wealth advisor today.
Wealth Access automatically organizes all of your balance sheet and organizes your expenses.

KEY WEALTH ACCESS FEATURES: 

Wealth Access is the industry’s leading PFM designed for high net worth clients that includes: 

View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members

## Tri-Star Trust Wealth Access Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource122/v4/7a/54/17/7a54172f-fcb2-3a2c-887e-7b9e32975902/de07d2cd-a1df-49d4-a951-c839f4f6af8a_iphone_xs_1_-_dashboard.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource122/v4/f2/0d/73/f20d732f-8a4e-c2cb-ee8f-fc574aba0466/238a449d-e22d-4732-8484-329bcf5cd34f_iphone_xs_2_-_pd.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/ba/8d/71/ba8d71f5-dcc8-3837-7088-5347feeab990/8cf88d87-2f34-4dc5-b797-37248cdf0580_iphone_xs_3_-_graph.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource122/v4/57/6b/a6/576ba62d-8660-e039-6070-f8d207ad7420/a5b7e217-6814-46c5-b57a-cb593e909c71_iphone_xs_5_-_add_acounts.png/1242x2688.png)





## Tri-Star Trust Wealth Access Discovered Keywords
- tri

## Apps Similar to Tri-Star Trust Wealth Access
- [Frankenmuth Credit Union](https://apptail.io/app/frankenmuth-credit-union-Xjcb/united-states)
- [Jolt Credit Union](https://apptail.io/app/jolt-credit-union-ekcb/united-states)
- [Wildfire Personal Banking](https://apptail.io/app/wildfire-personal-banking-WHQb/united-states)
- [Dow Credit Union Banking](https://apptail.io/app/dow-credit-union-banking-JLQb/united-states)
- [United Financial CU Mobile](https://apptail.io/app/united-financial-cu-mobile-LLQb/united-states)
- [Health Advantage CU Mobile App](https://apptail.io/app/health-advantage-cu-mobile-app-MLQb/united-states)
- [Newport Group](https://apptail.io/app/newport-group-eLxd/united-states)
- [TriStar Bank Mobile](https://apptail.io/app/tristar-bank-mobile-Qevi/united-states)
- [1st State Bank Mobile](https://apptail.io/app/1st-state-bank-mobile-Lqbq/united-states)
- [FuturePlan Retirement Tracker](https://apptail.io/app/futureplan-retirement-tracker-Fjqu/united-states)


---

## About AppTail

[AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends.

- [Search Apps](https://apptail.io)
- [Top Charts](https://apptail.io/top-iphone-apps)
- [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer)

*Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*