# Peak Financial

> Peak Financial (iPhone/iPad app by Peak Financial Management, Incorporated.)

- Source: https://appshunter.io/ios/app/peak-financial/id1632229190 (this page in markdown: same URL + `.md`)
- Developer: [Peak Financial Management, Incorporated](https://appshunter.io/developer/1632229192)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: English
- Released: 2022-06-30
- Data updated: 2026-07-21
- User reviews in markdown: https://appshunter.io/ios/app/peak-financial/id1632229190/reviews.md

## What is Peak Financial?

This Mobile App is for Clients of Peak Financial to view portfolio information and contact their advisor.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 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

### 5.16.0 — 2024-12-14

- 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 — 2024-09-06

- 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

## Apps similar to Peak Financial

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [PeakValley](https://appshunter.io/ios/app/peakvalley/id6499102909) | — | Free | Finance |
| [PEAK Portal](https://appshunter.io/ios/app/peak-portal/id1598346659) | 5.0 (1) | Free | Finance |
| [Moduit Advisor](https://appshunter.io/ios/app/moduit-advisor/id1475589285) | — | Free | Finance |
| [PeakPlanner – Track your money](https://appshunter.io/ios/app/peakplanner-track-your-money/id1451276356) | — | Free | Finance |
| [PFM Client App](https://appshunter.io/ios/app/pfm-client-app/id1223596996) | — | Free | Finance |
| [Puritan Life Customer App](https://appshunter.io/ios/app/puritan-life-customer-app/id6503368197) | — | Free | Finance |

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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 2026-07-21.*