$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

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

More functionality at a lower cost

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
1-2% of invested amount
Not available
Flat price
$250 per year

And we don’t sneak charges in

Performance fees
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