# Keebeck Wealth Management

> Investment portfolio reporting and financial planning for clients. (iPhone/iPad app by Keebeck Partners, LLC.)

- Source: https://appshunter.io/ios/app/keebeck-wealth-management/id6550923495 (this page in markdown: same URL + `.md`)
- Developer: [Keebeck Partners, LLC](https://appshunter.io/developer/1521751995)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 37 MB
- Languages: American English
- Released: 2024-08-05
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/keebeck-wealth-management/id6550923495/reviews.md

## What is Keebeck Wealth Management?

Keebeck Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include:

- Detailed Portfolio & Analytics
- Aggregate & Connect Outside Accounts (All your money in one place)
- Direct Access to Your Up-To-Data Retirement Plan
- Advanced Financial Planning Calculators
- Secure Document Portal

## Key features

- Detailed portfolio and analytics
- Aggregate outside accounts
- Retirement plan access
- Financial planning calculators
- Secure document portal


## Frequently asked questions about Keebeck Wealth Management

### What is Keebeck Wealth Management?

Keebeck Wealth Management provides clients with advanced portfolio reporting and financial planning tools. It allows users to monitor investments, aggregate outside accounts, and access retirement plan information securely.

### Is Keebeck Wealth Management secure?

Yes, Keebeck Wealth Management uses financial-grade encryption for data and SSL for viewing to keep your financial information safe and secure within the portal.

### What devices does Keebeck Wealth Management support?

Keebeck Wealth Management is available on iPhone and iPod devices.

### How often is Keebeck Wealth Management updated?

The latest version, 10.0.0, was last updated on October 13, 2025, indicating regular updates to maintain functionality and security.

### What are the key features of Keebeck Wealth Management?

Key features include detailed portfolio and analytics, the ability to aggregate and connect outside accounts, direct access to retirement plans, advanced financial planning calculators, and a secure document portal.

### Does Keebeck Wealth Management have ads?

No, Keebeck Wealth Management is ad-free, providing an uninterrupted user experience.

### What is the age rating for Keebeck Wealth Management?

Keebeck Wealth Management has an age rating of 4+, making it suitable for a wide range of users.

### What is the user sentiment for Keebeck Wealth Management?

Based on the available data, the app has a perfect 5.0-star rating from one review, suggesting a highly positive initial user experience.

## Version history (last 5 releases)

### 10.0.0 — 2025-10-13

Bug fixes and enhancements

### 7.4.0 — 2025-05-10

Bug fixes and enhancements

### 5.6.0 — 2025-02-06

Bug fixes and enhancements

### 5.0.0 — 2024-12-18

Bug fixes and enhancements

### 4.3.0 — 2024-10-24

Bug fixes and enhancements

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## More apps by Keebeck Partners, LLC

- [Ask Keebs](https://appshunter.io/ios/app/ask-keebs/id1521751993)

All apps by Keebeck Partners, LLC: https://appshunter.io/developer/1521751995

## Related topics

[wealth management partners](https://appshunter.io/ios/topics/wealth-management-partners)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*