Peak Financial

Peak Financial Management, Inc. Finance iPhoneiPadiPod touch

Peak Financial is a free Finance app for iPhone and iPad by Peak Financial Management, Inc. Requires iOS 15.6. Updated July 19, 2026.

Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Jul 19; 2026 · v5.23.0

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Screenshots

About Peak Financial

This Mobile App is for Clients of Peak Financial to view portfolio information and contact their advisor.

What’s new

Version 5.23.0 · Updated July 19, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Peak Financial Management, Inc., 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 Financial is a free Finance app for iPhone, iPad and iPod touch, developed by Peak Financial Management, Inc. It requires iOS 15.6 or later and is 61 MB to download. It was first released on June 30, 2022 and last updated on July 19, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: June 30, 2022
Last updated: July 19, 2026
Developer: Peak Financial Management, Inc.

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Alternatives to Peak Financial

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

Peak Financial vs. alternatives
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PEAK Portal	5.0 / 5 (1)	Free	Dec 3, 2024	Compare
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PeakValley	–	Free	Apr 26, 2024	Compare
Invest \| Trade \| Unlok	5.0 / 5 (2)	Free	Sep 1, 2026	Compare

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