PEAK Portal

PEAK Wealth Management LLC Finance iPhoneiPadiPod touch

PEAK Portal is a free Finance app for iPhone and iPad by PEAK Wealth Management LLC. Rated 5.0/5 from 1 ratings. Requires iOS 13.4. Updated December 3, 2024.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Dec 3; 2024 · v5.14.4

Download on theApp Store See alternatives

Screenshots

About PEAK Portal

This Mobile App allows you to view account information, balances and easily contact your advisor.

What’s new

Version 5.14.4 · Updated December 3, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, PEAK Wealth Management LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

PEAK Portal is a free Finance app for iPhone, iPad and iPod touch, developed by PEAK Wealth Management LLC. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 13.4 or later and is 38 MB to download. It was first released on December 3, 2021 and last updated on December 3, 2024.

Category: Finance
Rating: 5.0 / 5 (1 rating)
Price: Free
Version: 5.14.4
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: December 3, 2021
Last updated: December 3, 2024
Developer: PEAK Wealth Management LLC

View on the App Store

Build an app like PEAK Portal

Get a ready prompt for Claude Code, Cursor or Lovable: its features and business model, and what its users complain about, for an original app of your own.

Make the prompt →

Is this your app?

Give it a free website

Landing page, privacy policy and app-ads.txt, generated from your store listing.

Create it free

Alternatives to PEAK Portal

Looking for apps like PEAK Portal? Here are 6 similar apps on the App Store. The highest rated is Metropolitan L FCU (5.0/5), and all 6 are free to download.

PEAK Portal vs. alternatives
App	Rating	Price	Last updated	Compare
PEAK Portal	5.0 / 5 (1 rating)	Free	December 3, 2024
Metropolitan L FCU	5.0 / 5 (5)	Free	Mar 31, 2025	Compare
Peak Financial	–	Free	Jul 19, 2026	Compare
PeakPlanner – Track your money	–	Free	May 6, 2026	Compare
Crypto Wallet – Canigo	–	Free	May 10, 2026	Compare
Puritan Life Customer App	–	Free	Feb 17, 2026	Compare
Buckley State Bank Mobile	5.0 / 5 (50)	Free	Jul 8, 2026	Compare

Compare PEAK Portal with the top alternatives: ratings, updates, ASO score and keyword gaps →