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Wealth management platform for accredited investors. Offers managed portfolios, private investments, cash management, and moreUses AI and machine learning in its…
No monthly fees or minimum balance requirements3.50% Savings APYNo annual-fee cash-back credit card 1.5% cash back on all purchases with no…
Premium portfolio tracking and investment research platformChoose from 3 paid plans, with pricing starting from $95.40/year Monitor your portfolio’s volatility and…
Quick SummaryStock research for beginners Portfolio tracking and auto-syncing availablePricing from $99.99 tp $999.99 per year 30-day free trial GET STARTED ProsBeginner-friendly…
Quick SummaryFee-only financial planning with no AUM feesChoose between three plans ranging from $2,900 to $9,000May offer good value for…
Quick SummaryStudent loan consultations, refinance, and new loans partnershipsRepayment terms of up to 20 years Obtain a free quote within minutes …
Quick SummaryAI-powered household financial management A limited free plan is available Upload all of your financial documents for secure storage Unlimited bank connections…
Quick SummaryNew personal finance app from X (formerly Twitter) High Savings Annual Percentage Yield (APY) of up to 6% Earn 3% cash…
Quick SummaryThe primary product is a Junior Roth IRA, which allows you to save in a tax-advantaged 529 and eventually…
Quick SummaryBuy shares of a real estate investment fund for as little as $1Weekly dividend payoutsOption to set up automatic…