Pinnacle Advisors

All at the same table

Only for iPhone

Free · Designed for iPhone

iPhone

The Pinnacle Advisors App is a simple, elegant phone application designed for you. Our mobile forward focus supports communication, document sharing and tailored insights. Note: You must be an authorized Pinnacle user in order to access the phone application. Please reach out to your Pinnacle team if you have any questions or to request access.

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Includes key updates to the Vault experience.

The developer, Pinnacle Wealth Planning Services, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Pinnacle Wealth Planning Services, Inc
  • Size
    • 26.4 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 12.4 or later.
    • iPhone
      Requires iOS 12.4 or later.
    • iPod touch
      Requires iOS 12.4 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Languages
    • English
  • Age Rating
    18+
  • Copyright
    • © 2025 Summit Wealth Systems