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About Keebeck Wealth Management

Keebeck Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include: - Detailed Portfolio & Analytics - Aggregate & Connect Outside Accounts (All your money in one place) - Direct Access to Your Up-To-Data Retirement Plan - Advanced Financial Planning Calculators - Secure Document Portal

What’s new

Version 10.0.0 · Updated October 13, 2025

Bug fixes and enhancements

App privacy

The developer, Keebeck Partners, LLC, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Keebeck Wealth Management

Looking for apps like Keebeck Wealth Management? Here are 6 similar apps on the App Store. The highest rated is Kingsbridge Wealth Management (5.0/5), and all 6 are free to download.

Keebeck Wealth Management vs. alternatives
App Rating Price Last updated Compare
Keebeck Wealth Management 5.0 / 5 (1 rating) Free October 13, 2025
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Kingsbridge Wealth Management 5.0 / 5 (1) Free Dec 2, 2023 Compare
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