Best Peapack Private Wealth Apps

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Free

Peapack Private Wealth-Classic by Peapack Private Bank & Trust

Strong Contender

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Free

Peapack Private Wealth-Classic screenshot 1

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M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Worth Considering

Investing, Wealth Management

4.7😊(75K ratings)

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This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More Peapack Private Wealth apps to explore

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)

Grow & preserve your wealth

Vault: Private Wealth

Personalized financial advisor guidanceDiversified investment portfoliosPrivate market opportunities

This app offers personalized wealth management guidance and investment opportunities for high-net-worth individuals. Access diversified portfolios, private market strategies, and earn interest on idle cash with expert financial advisors.

(7)

Citi Private Bank In View

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.

Private markets investing

Diversify with private marketsReal estate, private equity, private creditBuild your own portfolio

Access private markets like real estate, private equity, and credit to diversify your portfolio. Choose to build your own investments or let an automated solution manage them for you. All opportunities undergo a rigorous vetting process, and dedicated support is available.

by CROWNMARK WEALTH ADVISORS, LLC

(0)

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)

United Community PrivateWealth

by United Community Banks Inc

by PFG Private Wealth Management, LLC

Instant portfolio insightsFinancial plan trackingClient document vault

Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

On-demand portfolio accessView financial assets and liabilitiesDocument access

(8)

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered wealth intelligencePortfolio analysis and optimizationTax optimization insights

This platform offers AI-powered financial advice and portfolio analysis for modern investors. It provides insights on mutual funds, stocks, and more, all within a secure and private environment. Get clarity and control over your money with unbiased, commission-free recommendations.

free with in-app purchases

(1)

Autopilot: Automated Investing

In your own brokerage account

Automated trading mirroring expert portfoliosDiscover AI and thematic investment strategiesConnects to existing brokerage accounts

Automate your investments by mirroring portfolios from experts, AI, and thematic strategies directly within your existing brokerage account. Discover and trade alongside curated investment options without extensive research.

Wealthfolio: Private Finance

(23K)

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Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting and spending analysis

A private personal finance tracker that consolidates investments, net worth, budgeting, spending, and goals into a single, beautifully designed application. It offers smart insights and an AI assistant, with all data kept locally on your device.

(7)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by RedVision Global Technologies Pvt. Ltd.

Portfolio tracking and managementInvest in mutual fundsResearch-backed investment options

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 a feature to earn extra returns on idle cash.

(31)

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.

(1)

Legacy Private Wealth Partners

by Legacy Private Wealth Partners, LLC

by Private Advisory Group LLC