1

Plan

Goals are the path you take to make your dreams come true

2

Invest

Reach your goals faster with high earning portfolios recommended for each goal.

3

Track

Connect all your finances to see how far you've come and where you’re going.

Summer getaway

1

2

3

Plan

Goals are the path you take to make your dreams come true

1

Plan

Goals are the path you take to make your dreams come true

2

Invest

Reach your goals faster with high earning portfolios recommended for each goal.

3

Track

Connect all your finances to see how far you've come and where you’re going.

Divide and conquer.

Partner up.

Shared finances? Invite your partner anytime, set what accounts are visible vs. private, and contribute to shared goals so you can build your household wealth faster.

Turn your dreams
into action.

Those who set goals are more likely to achieve them. So dream big, and get the expert-built plans and portfolios to reach each goal faster.

  • General investing

  • Pay down debt

  • Emergency fund

  • Retirement

  • Vacation

  • Have a baby

  • Save for daycare

  • Kids college

  • New car

  • Pay for a wedding

  • Create your own
    custom goal

Invest like the

• PRICED FOR THE REST OF US

Your own AI-powered investing engine

We've created a next generation robo-advisor to help everyday investors get better results. Invest just $100 to start.

85+ securities per portfolio

The wealthy own stocks instead of ETFs through a strategy called Direct Indexing. Now you can, too.

2-4% higher after-tax returns

Automatic tax-loss harvesting means lower taxes and more money in your pocket.

4.71% on cash funds

Prefer holding cash? Get better rates that automatically increase with the fed funds rate.

Your money, your values.

Your money,
your values.

  • Tobacco

  • For-profit prisons

  • Animal testing

  • Weapons

  • Gambling

  • Predatory lending

  • Protect nature

  • Fight climate change

  • Eliminate inequality

  • Empower women

  • End poverty & hunger

No need to compromise your values for profit. Select what matters most to you and we’ll automatically invest or not invest in companies that match those values while staying diversified.

Your money,
your values.

  • Tobacco

  • For-profit prisons

  • Animal testing

  • Weapons

  • Gambling

  • Predatory lending

  • Protect nature

  • Fight climate change

  • Eliminate inequality

  • Empower women

  • End poverty & hunger

No need to compromise your values for profit. Select what matters most to you and we’ll automatically invest or not invest in companies that match those values while staying diversified.

Everything in one place.

Connect and track all the accounts in your household to see your progress and get a direct view into your future.

Everything
in one place.

Connect and track all the accounts in your household to see your progress and get a direct view into your future.

We want to create opportunity for all by making it simple to build wealth.

Learn more about who we are

Get early access

Keeping your money safe

We’re an SEC-registered Investment Advisor. Your money is owned by you and held by BNY Mellon | Pershing; one of the largest financial institutions in the world.

Plus, you’re insured up to $500k by the Securities Investor Protection Corporation (SIPC). SIPC is the investing/brokerage version of FDIC insurance (which is for checkings/savings accounts).

Keeping your info secure

Your data is stored and protected at rest and in transit with bank-level AES-256 encryption.

We’ll never share personal or financial info or sell your data to any third parties.

Privacy Contact us

Privacy Contact us

Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial RIA, LLC is an SEC Registered Investment advisor and provides investment advisory services. You should not construe the contents of any presented materials as legal, tax, investment or other advice.