Best Peapack Private Wealth Apps

0.0(0 ratings)

Free

Peapack Private Wealth-Classic by Peapack Private Bank & Trust

Strong Contender

0.0(0 ratings)

Free

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SouthState Wealth Client App by SouthState Bank

SouthState Wealth mobile

Worth Considering

Legacy Private Wealth Partners

0.0(0 ratings)

Free

SouthState Wealth Client App screenshot 1

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More Peapack Private Wealth apps to explore

by Legacy Private Wealth Partners, LLC

United Community PrivateWealth

by United Community Banks Inc

by Elisyan Wealth Ventures Ltd

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered portfolio analysisTax optimization insightsAsset allocation review

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

by CROWNMARK WEALTH ADVISORS, LLC

First Merchants Private Wealth

by First Merchants Corporation

BOKF Private Wealth, Inc.

by BOK Financial Corporation

by Peapack Private Bank & Trust

Peapack Private Personal

Aggregate financial accountsOrganize transactions with tags and photosSet balance alerts

Manage your finances effortlessly with this app, which aggregates all your accounts into one secure view. Organize transactions, set alerts, make payments, transfer funds, and deposit checks. It also offers card management, statement access, location finding, and robust security features.

free with in-app purchases

(1.6K)

Muirwood Private Wealth

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.