The tools are free.
Our advice is honest.
The future of wealth
management is here.
Take control of your financial life. Join over 2 million people who use our free tools. Or, talk to an advisor.
2M+
Users
Planning their
financial lives
4.5
Trust score on
Trustpilot
4.8
Rating on the
Apple App Store
Ready to start?
Here's how.
With your dashboard, you can see all of your banking and investment accounts in one secure and convenient place.
- Get a 360-degree view of your money.
- Set up and track your budget.
- Keep an eye on your investments.
- Plan for your retirement.
- If you qualify, schedule a call with one of our fiduciary advisors.
See How It Works
We’ve built our business around you, based on our belief that you deserve:
To plan and invest
with confidence.
An easy way to stay
on top of your finances.
Clear and
honest advice.
To talk to a real
human advisor.
To have a team dedicated
to your security.
An advisor who
puts you first.
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Invest with logic.
Plan with heart.™
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Invest with logic.
Plan with heart.™
