# KPP Wealth Hub

> KPP Wealth Hub (iPhone/iPad app by KLEIN, PAVLIS & PEASLEY Financial, Inc..)

- Source: https://appshunter.io/ios/app/kpp-wealth-hub/id6477789598 (this page in markdown: same URL + `.md`)
- Developer: [KLEIN, PAVLIS & PEASLEY Financial, Inc.](https://appshunter.io/developer/1730525822)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2024-02-12
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/kpp-wealth-hub/id6477789598/reviews.md

## What is KPP Wealth Hub?

KPP Wealth Hub offers real-time monitoring of investments, portfolio insights, and direct advisor connection for KPP Financial clients. Simplify financial planning, monitor balances, and stay updated with portfolio trends. Secure and tailored for your financial success.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-03-12

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.7 — 2024-02-28

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

## Apps similar to KPP Wealth Hub

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Cahill Financial Advisors](https://appshunter.io/ios/app/cahill-financial-advisors/id1523711213) | 5.0 (3) | Free | Finance |
| [TCP Asset Management](https://appshunter.io/ios/app/tcp-asset-management/id6740700943) | — | Free | Finance |
| [Vesgo](https://appshunter.io/ios/app/vesgo/id1523259331) | — | Free | Finance |
| [Schmidt Wealth Management](https://appshunter.io/ios/app/schmidt-wealth-management/id6499009876) | — | Free | Finance |
| [WealthPaver](https://appshunter.io/ios/app/wealthpaver/id6445924256) | 5.0 (4) | Free | Finance |
| [Twin Shores Wealth Management](https://appshunter.io/ios/app/twin-shores-wealth-management/id6475964602) | — | Free | Finance |

## Related topics

[kpp wealth hub](https://appshunter.io/ios/topics/kpp-wealth-hub)

---

*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 2026-05-19.*