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.*
*Free initial consultation if you link at least $100,000
in investable assets through our financial dashboard.
2M+
Users
Planning their
financial lives
4.5
Trust score on
Trustpilot
4.8
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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.™
