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Meet Your AI Advisor

Transform Your Investing Experience

Talk to your investment portfolios through our AI advisor to easily get a plan that’s just for you

24/7 AI Chat Assistance

Access instant investment support anytime through our interactive AI chat feature

Ultra Customized Portfolio

Create a portfolio that’s diversified for long-term growth, meticulously tailored to reflect your personal values and beliefs

Tax Optimization

Maximize your returns with smart tax-loss harvesting and other tax-efficient strategies

Proactive Portfolio Updates

Receive custom-prepared email updates tailored to your portfolio and preferences, keeping you ahead of the curve with proactive insights

Seamless Account Integration

Easily connect and manage all your investment accounts in one place for a cohesive financial overview

Educational Tools

Empower your investing with access to educational resources that help you grow your financial knowledge

Getting Started

Your Path to Smart Investing

Follow these three simple steps to activate your personalized AI-driven investment strategy and start making smarter financial decisions today

1

Access Your Dashboard

Start by logging into our secure platform to access your personal investment dashboard

2

Discuss Your Financial Landscape

Use our chat feature to talk about your investment goals and current portfolio with your AI advisor

3

Integrate Your Brokerage Accounts

Connect your existing brokerage accounts to seamlessly automate and optimize your investment process

Transparent Pricing

Simple, Flat Fees

Ditch percentage fees for our simple flat rates

Starter Plan

Up to $5K of Assets
$
0
/month
Join This Plan

Begin Your Investment Journey


  • 1 Investment Account
  • 5 chats with your AI advisor
  • Base Portfolio Customization
  • Tax Optimization
  • Direct Indexation
Save 28%

Growth Plan

Up to $250K of Assets
$
35
/month
Waitlist

Accelerate Your Financial Growth


  • 3 Investment Accounts
  • 15 Chats with Your AI Advisor
  • Premium Customization
  • Tax Optimization
  • Personalized Newsletter

Premium Plan

Up to $2.5M of Assets
$
499
/month
Wait list
Contact us for more information.
  • 10 Investment Accounts
  • 30 Chats with Your AI Advisor
  • Ultra Customization
  • Advanced Tax Optimization
  • Real-Time Insights
Help Center

Have a question?

Get fast, accurate answers to your key questions

From Our Experts

Latest Insights

Explore insights on long-term investing, markets and latest app updates

How much should I contribute to my 401k or 403b?

Explore how to maximize your 401k or 403b contributions effectively, learning the power of compounding interest and the benefits of starting early to enhance your retirement savings.

How often should I re-balance my portfolio? 

Explore the debate on portfolio rebalancing, comparing traditional periodic adjustments with the alternative strategy of allowing high-performers to dominate. Understand the risks and potential gains involved to make more informed investment decisions.

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