Your Digital Financial Assistant

Grow your wealth faster without even thinking about it.

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Expert Help and Advice—On Your Phone

Answer a few questions, link your accounts, then sit back and let
your assistant get to work.

Your Complete Financial Life

Link all your accounts for a complete view of your financial affairs.

Projections & Tracking

Project your financial future, and track your progress along the way.

Helpful Updates & Tips

Timely updates and helpful tips keep you on track.

Expert Advice When You Need It

Need an expert? Get introduced to a fiduciary, fee-only advisor at any time.

The Power Behind Your Assistant

Combining the knowledge of top financial planners with data from our
100k users, we're your behind-the-scenes, always-on financial assistant.

  • See Where You Stand

    Understand your situation with data-driven insights.

  • Chat On Demand

    Access our financial database with a simple chat.

  • Invest With Confidence

    Use your existing accounts, including Robinhood.

We Work For You

Our mission is to help Americans make better 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.

Read Our Story

Openfolio seamlessly and securely connects all your accounts—we’re integrated with 107 banks and brokerages.

See all supported accounts