$250 per year.
Yes, really.

The same service as an expensive wealth manager — at a fraction of the cost.

Funded by tech employees who want to pay less for financial access

We paid the experts and automated their strategies — so you don't have to

Accountant
$400 per hr
Financial advisor
1-2% of your wealth
Securities attorney
$800 per hr

More functionality at a lower cost

Brokerage
Anyone can create a trading plan?
Works on future vests
Trading algorithms
Is a fiduciary?
Financial advisor
Re-invest RSUs into a portfolio
Tax-free rebalancing
tax accountant
Optimize trade timing to save on taxes
you pay
Feature available
Hefty account minimum
Not available
Not available
No
1-2% of invested amount
Not available
$250/hr
Flat price
$250 per year

And we don’t sneak charges in

Performance fees
$0
Commissions
$0
Kickbacks
$0
Fee are billed directly to your account after your first transaction. No fees until you vest.

Peace of mind for less than you'll pay for brunch this year