225+ iOS apps curated and reviewed
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.
Invest in a diverse range of alternative assets such as real estate, venture capital, and private credit with our platform. Easily build a portfolio with flexible investment options starting at $10, transparent reporting, bank-level security, and expert support. Start investing today at fundrise.com.
Manage all aspects of equity, business building, and investment in one platform. Take control of your equity grants and options by downloading the app now.
Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.
Join the WealthBuilders Community to access financial tools, online courses, expert insights, and support for achieving financial freedom and building generational wealth. Connect with like-minded individuals and gain valuable knowledge to enhance your money management skills.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
This digital platform offers professional investors access to exclusive private market deals, enabling them to diversify their portfolios and enhance wealth creation strategies. By providing a transparent and efficient experience, the platform allows users to fine-tune their investment approaches across various asset classes, starting with a download now.
Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.
"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.
Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.
Access multiple CIBC investment accounts in one place with the Mobile Wealth App. Monitor investments, trade stocks, ETFs, and more, get personalized investment advice, and access account documents on the go. Available in English and French. See https://www.cibc.com/en/privacy-security.html for privacy information.
This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.
This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.
Join a community of investors to share portfolios, trades, and ideas, get insights on popular stocks, discover new investment opportunities, manage portfolios, track dividends, access learning resources, and earn money by learning about new stocks.
Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.
This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.
Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.