We Work For You
Our mission is to help Americans make smarter financial decisions.
Unlike many traditional financial firms, we aren't motivated by short-term profits. We work for you and your long-term financial success — you deserve nothing less.
Just link your accounts, then track your finances and net worth. It’s that simple.
Link all your accounts for a holistic view of your financial affairs.
Compare your portfolio against your peers and relevant market benchmarks.
Score your portfolio against best practices, and learn where you could do better.
Timely updates and helpful tips, to help you understand your progress.
Understand your situation with data-driven insights.
Access our financial database with a simple chat.
Use your existing accounts, including Robinhood.