Best Peapack Private Wealth Apps

0.0(0 ratings)

Free

Peapack Private Wealth-Classic screenshot 1

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Peapack Private Wealth by Peapack Private Bank & Trust

Strong Contender

0.0(0 ratings)

Free

Willow Wealth by Willow Wealth Inc.

Private markets investing

Worth Considering

by NJ INDIA INVEST PRIVATE LIMITED

4.6😞(1.6K ratings)

Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

What We Love

🙌 Great alternative investments
💰 Decent returns
📈 Diversified portfolio options
🤝 Good customer service (for some)

Room to Improve

🚨 Fraudulent/scam company
💸 Significant losses/100% loss of investments
🤬 Terrible customer service/no support
🔒 Difficulty withdrawing funds
🐛 Buggy app with poor functionality

More Peapack Private Wealth apps to explore

NJ E-Wealth Account

On-the-go transactionsPortfolio reportsTransaction history

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

(24)

United Community PrivateWealth

by United Community Banks Inc

by RedVision Global Technologies Pvt. Ltd.

Portfolio managementMutual fund investmentWealth tracking

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Portfolio and account overviewAsset analysisPayment and trade order entry

(2)

by Barclays Services Limited

Barclays Private Bank

24/7 portfolio accessAccount balance and transaction trackingAsset market value monitoring

Access your investment portfolio 24/7 with this app. Monitor account balances, track asset values, and receive important notifications. Securely communicate with your banker and manage payments and transfers.

(77)

AnandRathi Private Wealth

AR Private Wealth Client App

by Banque Pictet & Cie SA

Secure messaging with relationship managerPortfolio viewing and transaction historyAccess to market data and financial analysis

Access your investment portfolio, communicate securely with your advisor, and stay updated on market news. This app provides a consolidated view of your financial interactions and documents.

(3)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Citi Private Bank In View

(7K)

freemium

Citi Private Bank

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

(98)

Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

(58)

Wealthfolio: Private Finance

Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting tools

Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.

(5)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

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.

(14)

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Muirwood Private Wealth

Direct Messenger communicationPortfolio and financial plan overviewMarket and financial planning insights

Stay informed about your financial plan and portfolio with a user-friendly platform. Communicate directly with your financial team, receive important alerts, and gain insights into market trends and financial planning topics.

Mutual Funds, Quant SIP

by FLOURISH WEALTH MANAGEMENT INC

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

by Fairvoy Private Wealth, LLC.

Fairvoy Private Wealth

by Invictus Private Wealth, LLC

(0)

Invictus Private Wealth