Best Peapack Private Wealth Apps

225+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Out of 225+ peapack private wealth apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Peapack Private Wealth Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Peapack Private WealthPeapack Private WealthFreeNoNoJun 2026
2Peapack Private Wealth-ClassicPeapack Private Wealth-ClassicFreeNoNoMay 2026
3Fundrise: Invest in AltsFundrise: Invest in AltsFree4.8★ (38K)NoNoJul 2026
4Carta - Manage Your EquityCarta - Manage Your EquityFree4.8★ (9.2K)NoNoJul 2026
5Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (19K)YesNoJul 2026
6WealthBuilders CommunityWealthBuilders CommunityFree4.9★ (1K)YesYesJul 2026
7Vault: Private WealthVault: Private WealthFree5.0★ (6)NoNoJul 2026
8Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026

Top Picks for Peapack Private Wealth

Fundrise: Invest in Alts#3

Fundrise: Invest in Alts by Rise Companies Corp

Venture, Real estate, Income
Worth Considering
💰 Finance
4.8😐(38K ratings)
FreeIn-App Purchases
Fundrise: Invest in Alts screenshot 1
Fundrise: Invest in Alts screenshot 2
Fundrise: Invest in Alts screenshot 3
Fundrise: Invest in Alts screenshot 4
Fundrise: Invest in Alts screenshot 5
Fundrise: Invest in Alts screenshot 6

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

What We Love

  • 🚀 Easy to use
  • 📈 Decent returns
  • 💰 Diversified investments
  • 🏢 Exposure to real estate

Room to Improve

  • 🔒 Lack of liquidity
  • 🕰️ Slow withdrawal process
  • 💸 Penalties for early withdrawal

More Peapack Private Wealth apps to explore

4
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.

Manage equityBuild businessesInvest in companies
💰 Finance
(9.2K)
ad-supported
5
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(19K)
free with in-app purchases
6
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights
💰 Finance
(1K)
free with in-app purchases
7
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities
💰 Finance
(6)
free
8
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
9
Vennre: Wealth Management
Vennre: Wealth Management
Vennre: Wealth Management
Invest & Grow Private Wealth
Free

This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.

Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios
💰 Finance
(11)
free with in-app purchases
10
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
💰 Finance
(230K)
free with in-app purchases
11
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
💰 Finance
(183)
free
12
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
13
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
14
CIBC Mobile Wealth
CIBC Mobile Wealth
CIBC Mobile Wealth
by Canadian Imperial Bank of Commerce
Free

Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.

Consolidated account monitoringStock, ETF, and crypto ETF tradingAdvanced order types and extended hours trading
💰 Finance
(133)
free
15
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
💰 Finance
(86)
free
16
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
💰 Finance
(10)
free
17
Blossom: Social Investing
Blossom: Social Investing
Blossom: Social Investing
Learn & Follow Real Portfolios
Free

Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.

Automatic portfolio trackingDividend income forecastFollow real investor portfolios
💰 Finance
(2.8K)
freemium
18
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings
💰 Finance
(7K)
free with in-app purchases
19
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
20
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free

FAQ about Peapack Private Wealth

Are there free peapack private wealth apps for iPhone?
Yes — 20 of the top peapack private wealth apps we rank are free to download, including Peapack Private Wealth and Peapack Private Wealth-Classic.
Peapack Private Wealth has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 225+ peapack private wealth apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.

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