Meet Your AI Advisor
AI wealth advisor making top-tier wealth advice accessible to everyone.
Personal Finance
Quick Retirement Plan
Investing & Trading
Portfolio Review
Personal Finance
Life Events & Milestones
Taxes & Savings
Tax-Advantaged Accounts
Want your own personalized wealth plan?
Retirement Projection
Added a home purchase to your plan!
Thank you for sharing your plans for buying a home. We have updated your projection so that you can see the impact on your financial future. 🏠
Your Emergency Fund is Ready!
The high-yield savings account you requested is live. Monitor your fund balance and make adjustments to your contributions. 💰
Receive a comprehensive financial plan
A detailed plan for retirement, factoring in life events and their impact on your financial future, including:
Clear Guidance on Decisions: From house purchases to other financial queries, we're here to provide clarity.
Estate & Insurance: Tailored recommendations to protect your assets and loved ones.
AI & Human Expertise: 24/7 AI assistance and direct access to a Certified Financial Planner for expert guidance.
Portfolio Review
Alternative Investments Added
Your allocation to our One-Click Diversification fund is complete. Monitor your diversified portfolio and see how it performs to your previous allocation. 🚀
Tax Optimizations in progress
Your tax-advantaged accounts (401(k), IRA, HSA) are being optimized. Check your account dashboard for contribution and growth updates. 🌱
Get the most from your investments
An investment strategy aligned with your financial plan, ensuring you’re on track.
Tax Savings: Discover strategies that could save you up to $1MM over time. We’ll tell you which ones and how much to invest.
Portfolio Optimization: 360 degree review including proper diversification, low-cost retirement options, and expert risk management.
Across all your accounts: Connect all your accounts to get expert advice on your current portfolio.
Trusted by leading financial institutions
We’ve previously built for regulators, exchanges, banks, and hedge funds.
About us
Repeat entrepreneurs with decades of experience in quantitative asset management and electronic trading.
We combine the power of AI with expertise of CFPs, RIAs, Estate and Insurance Experts.
We’re on a mission to bring world-class financial advice to everyone.
We combine the power of AI with expertise of CFPs, RIAs, Estate and Insurance Experts.
We’re on a mission to bring world-class financial advice to everyone.
