# Pinnacle Wealth

> Client portal for accessing financial and investment plans. (iPhone/iPad app by Pinnacle Wealth Planning Services, Inc.)

- Source: https://appshunter.io/ios/app/pinnacle-wealth/id1462434677 (this page in markdown: same URL + `.md`)
- Developer: [Pinnacle Wealth Planning Services, Inc](https://appshunter.io/developer/1462434676)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 6 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 132 MB
- Languages: English
- Released: 2019-05-11
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pinnacle-wealth/id1462434677/reviews.md

## What is Pinnacle Wealth?

This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.

## Key features

- Access financial plans
- View investment portfolios
- Track financial goals
- Client portal
- Secure access


## Frequently asked questions about Pinnacle Wealth

### What is Pinnacle Wealth?

Pinnacle Wealth is a client portal app that allows users to access their financial and investment planning details provided by Pinnacle Wealth Planning Services.

### Is Pinnacle Wealth free to use?

Yes, Pinnacle Wealth is available for free download and use. It is offered by Pinnacle Wealth Planning Services for their clients.

### What devices does Pinnacle Wealth support?

Pinnacle Wealth is available on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating systems.

### How secure is Pinnacle Wealth?

While specific security measures are not detailed, financial planning apps typically employ robust security protocols to protect sensitive client data. Users should always ensure they are using a secure network.

### When was Pinnacle Wealth last updated?

The latest version of Pinnacle Wealth was updated on May 13, 2025. This indicates regular maintenance and potential feature enhancements.

### What is the age rating for Pinnacle Wealth?

Pinnacle Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests general content appropriateness.

### How often is Pinnacle Wealth updated?

The app was last updated on May 13, 2025, and its initial release was on May 11, 2019. This suggests periodic updates to maintain functionality and security.

### Does Pinnacle Wealth have ads?

No, Pinnacle Wealth does not contain advertisements. As a free client portal, it focuses on providing access to financial information without interruptions.

## Version history (last 5 releases)

### 1.87.3 — 2025-05-13

* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements

### 1.87 — 2025-04-29

* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements

### 1.86 — 2025-03-08

* New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements

### 1.85 — 2025-01-24

* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements

### 1.83 — 2024-10-12

* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes

## Apps similar to Pinnacle Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [SOA Mobile](https://appshunter.io/ios/app/soa-mobile/id1448869914) | 4.3 (6) | Free | Finance |
| [Calamos Wealth Management](https://appshunter.io/ios/app/calamos-wealth-management/id6503091109) | — | Free | Finance |
| [Orion Summit](https://appshunter.io/ios/app/orion-summit/id1581680427) | 5.0 (2) | Free | Finance |
| [Douglass Winthrop Portal](https://appshunter.io/ios/app/douglass-winthrop-portal/id6740299446) | 5.0 (4) | Free | Finance |
| [Tanglewood Wealth](https://appshunter.io/ios/app/tanglewood-wealth/id1555154502) | — | Free | Finance |
| [MPW Client Portal](https://appshunter.io/ios/app/mpw-client-portal/id6751901280) | — | Free | Finance |

## More apps by Pinnacle Wealth Planning Services, Inc

- [Pinnacle Advisors](https://appshunter.io/ios/app/pinnacle-advisors/id6480137208)

All apps by Pinnacle Wealth Planning Services, Inc: https://appshunter.io/developer/1462434676

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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 2026-06-10.*