What is Peek Wealth:
Peek Wealth is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Peek Wealth enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.
Who is Peek Wealth for:
Clients of our Advisors may use this app. Clients must also have an online account to use Peek Wealth.
Peek Wealth Features for Clients:
- View your Firms newsfeed
- Attend scheduled Zoom calls with your Financial Advisor
- Communicate privately with your Financial Advisor via DMs
- Invite your kids and grandkids to learn from professionals that you trust
Please Note: Peek Wealth is a companion app for Registered Investment Advisor professionals, that use the Peek Wealth web platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.