WealthRabbit: Retirement Plans

Name: WealthRabbit: Retirement Plans
Rating: 5.0 (1 reviews)
Author: Prajana Ventures LLC

by Prajana Ventures LLC

iPhone · iPad

Active Last checked 6 Aug 2026

App Store ↗

Quick verdict

What it is: Store information collected; independent summary not yet available.
At a glance: Free to download

Categories and search queries

Official categories

Finance

AppCorpus categories

Finance

Key functions

Function	Availability	Access	Scope	Evidence
Free app	Yes	Free	—	Store published

Screens

App Store

13 store screenshots

Pricing & paywalls

App Store

Free

Last verified 6 Aug 2026

Ratings & reviews

App Store

5.0 1 ratings · App Store

No store reviews collected for App Store · US

Privacy & accessibility

App Store

Privacy

Data Not Linked to You — App Functionality — Diagnostics — Crash Data Developer declared
Data Not Linked to You — Diagnostics Developer declared

Accessibility

No accessibility labels collected yet.

Versions

App Store

1.0.2
- Discover a smoother experience with improved designs, enhanced features, and effortless functionality updates across the app!
1.0.3
- We’ve expanded WealthRabbit to fit your needs! Now enjoy a seamless experience on iPads with optimized screens designed for better navigation and usability. - WealthRabbit makes managing your SIMPLE IRA effortless. Track contributions in real time, stay informed with investment insights, and watch your investment grow—anytime, anywhere.
1.0.3.1
- We've expanded WealthRabbit to fit your needs! Now enjoy a seamless experience on iPads with optimized screens designed for better navigation and usability. - WealthRabbit makes managing your SIMPLE IRA effortless. Track contributions in real time, stay informed with investment insights, and watch your investment grow—anytime, anywhere. - Stabilization improvements.
1.0.4
• SEP IRA for Employees – Easy retirement savings for self-employed & small business employees. • Investment Portfolio – Track and manage your investments all in one place. • Contribution Tracking – Stay on top of your retirement contributions effortlessly. • Rollover Options – Seamlessly transfer funds without the hassle.
1.0.5
We’re excited to share the latest updates to our app! • Sign in with Face ID/Touch ID: Enjoy a faster and more secure way to access your account with our new biometric authentication feature. • UI Optimizations: Experience a smoother and more intuitive user interface. Navigate the app with ease! • Switch Business: Seamlessly switch between different business profiles within the app. We hope you enjoy these new features and welcome your feedback!
1.1.0
We’ve made some exciting updates to help you get even more from your WealthRabbit experience: • Secure 2.0: Student Loan Match is Here! Employers can now make retirement contributions that match employee student loan payments. • Track Your Growth Visually View your retirement plan’s progress over time with a clear, visual summary. • Improved App Experience We’ve fine-tuned the app with UI optimizations to make navigation faster and more intuitive than ever.
1.2.0
We’ve made some exciting updates to help you get even more from your WealthRabbit experience: * Improved app experience We’ve fine-tuned the app with UI updates to make navigation faster and more intuitive. * Enhanced contribution & investment management Easily modify, pause, or resume contributions and adjust your investment portfolio to match your goals. * Streamlined beneficiary updates Add or update beneficiary info right from your dashboard in just a few taps.
1.2.1
We’ve made some exciting updates to help you get even more from your WealthRabbit experience: * Improved app experience We’ve fine-tuned the app with UI updates to make navigation faster and more intuitive.
1.3.0
We’ve made some exciting updates to help you get even more from your WealthRabbit experience: * Traditional & Roth IRAs Now individuals can open and manage Traditional and Roth IRAs right from the app. * Push Notifications Stay on top of contributions, investments, and account activity with real-time alerts. * Improved app experience As always, we’ve made performance improvements and fixes to keep things running smoothly.
1.4.0
We’ve made some exciting updates to enhance your WealthRabbit experience: * New Employer Access: Employers can now easily manage their employees' IRA accounts directly within the app, streamlining retirement plan management for businesses. * Improved App Experience: Enjoy a faster, more efficient app experience with performance improvements that make managing your IRA even smoother. * UI Enhancements: A refreshed design ensures a more intuitive, user-friendly interface for seamless navigation.
1.5.0
We’ve made some key updates to enhance your experience: * Improved UI We’ve fine-tuned the app with UI optimizations to make navigation faster and more intuitive than ever. * Employer Functionality Employers can now add and invite employees to their SIMPLE IRA plans directly from the app. * Bug Fixes We've squashed some bugs to improve overall app performance and stability.
1.6.0
We've made some key updates to enhance your experience: * Bug Fixes We've squashed some bugs to improve overall app performance and stability.
1.6.1
We've made some key updates to enhance your experience: * Bug Fixes We've squashed some bugs to improve overall app performance and stability.
1.7.0
We've made some exciting updates to enhance your WealthRabbit experience: * SEP IRA Now Available You can now set up a SEP IRA directly in the app, making retirement saving easier for self-employed individuals and business owners. * Crypto Portfolio with Bitwise We've partnered with Bitwise to offer crypto Portfolios alongside with our core Portfolios. * Transaction History Employer can now view employee transaction history and track contribution in real time.
1.7.1
We've made some exciting updates to enhance your WealthRabbit experience: * SEP IRA Now Available You can now set up a SEP IRA directly in the app, making retirement saving easier for self-employed individuals and business owners.
1.8.0
We've made some exciting updates to enhance your experience: * Crypto Portfolios: Invest in professionally managed crypto portfolios, powered by Bitwise, now available directly in the app. * Roth SIMPLE IRA: We've added support for Roth SIMPLE IRA contributions under SECURE 2.0, giving you more flexibility for tax-free retirement savings. * Stability & UI Improvements: We've fine-tuned the app with performance enhancements and UI optimizations to make your experience smoother than ever.
1.9.0
We've made some exciting updates to enhance your experience: * Switch Profiles with Ease Move between profiles seamlessly—whether you’re managing your own account or handling client portfolios, everything stays organized and accessible. * Open New IRA Accounts Faster Getting started with a new IRA is now more streamlined. Set up accounts with improved flows designed to reduce friction and save time. * Stability Improvements We’ve enhanced performance across the app to ensure faster load times, fewer interruptions, and a more reliable experience.
2.0.0
We’ve made new updates to improve your WealthRabbit experience. * Application Updates You can now edit and resubmit applications that were already submitted for account creation. * Improved Employee Dashboard Employees can now view Roth SIMPLE IRA balances, contribution summaries, and history more clearly. * UI Improvements & Bug Fixes We’ve also made UI enhancements and fixed bugs to improve performance and stability.
2.0.1
We’ve made new updates to improve your WealthRabbit experience. * UI Improvements & Bug Fixes We’ve also made UI enhancements and fixed bugs to improve performance and stability.
2.0.2
We’ve made new updates to improve your WealthRabbit experience. * UI Improvements & Bug Fixes We’ve also made UI enhancements and fixed bugs to improve performance and stability.
2.1.0
We’ve made new updates to improve your WealthRabbit experience. * Roth SIMPLE Contribution Employees can now modify SIMPLE IRA contributions and contribute to Traditional SIMPLE, Roth SIMPLE, or both under the SECURE 2.0 Act. * Stability Improvements Enhanced app performance for faster load times, fewer interruptions, and a more reliable experience. * UI Improvements & Bug Fixes UI enhancements and bug fixes have been made to improve performance, stability, and overall usability.
2.2.0
We’ve made new updates to improve your WealthRabbit experience. * Improved contribution setup flow Users can now set up their contribution as part of the account creation flow. This makes it easier to plan their first contribution early and continue once the account is ready. * Improved UI We’ve enhanced the app interface to make key actions easier to find and complete. * Stability Improvements We’ve improved app performance, reliability, and overall stability for a better experience.
2.2.1
We’ve made new updates to improve your WealthRabbit experience. * Stability Improvements We’ve improved app performance, reliability, and overall stability for a better experience.
2.3.0
We’ve made new updates to improve your WealthRabbit experience. * Improved UI We’ve enhanced the app interface to make key actions easier to find and complete. * Stability Improvements We’ve improved app performance, reliability, and overall stability for a better experience.
2.4.0 · 31 Jul 2026
We’ve made new updates to improve your WealthRabbit experience. * Improved UI We’ve enhanced the app interface to make key actions easier to find and complete. * Stability Improvements We’ve improved app performance, reliability, and overall stability for a better experience.

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Data quality & evidence

Page completeness: Live store listing
Last verified: 6 Aug 2026
Sources: App Store

Independent summary has not been published yet.

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