The financial planning / wealth management industry wasn’t built for the rest of us. Access to the best financial products has been locked away behind questionable incentives, high prices and investment minimums.

The financial planning / wealth management industry wasn’t built for the rest of us. Access to the best financial products has been locked away behind questionable incentives, high prices and investment minimums.

It’s time for a change.

It’s time for a change.

The norms that built this industry have changed: Dual-income households are now the heavy majority, partners collaborate on financial decisions more than ever, and our generation is entering our 30’s and 40’s - foundational years for our lives. The choices we make with our money today will open up opportunities for our future. And the brightest future is one where everybody is supported in those decisions.


So we made Plenty. Today, we’ve assembled a team who have spent their careers building products that have delighted millions and moved billions of dollars (at places like Wealthfront, Stripe, One/Even, TurboTax and Dropbox). And we're backed by industry leaders who have defined the modern finance industry.

Our goal is to bring wealth management into the next era: one for everybody, not just the 1%. And we can't do it without you.

Here's to a world with plenty,

Backed by change leaders

Backed by change leaders

“Managing your financial life is difficult enough for one person, but building a financial plan for a couple? That’s a whole different ball game. Different priorities, different fears, and different goals. Plenty is focused on building a financial solution for modern partners.”

Adam Nash

CEO & Co-founder of Daffy.org,
former CEO of Wealthfront.

"Plenty provides everyone access to best-in-class wealth management tools that were previously only available to people with millions of dollars."

Vivek Patel

Former COO of Postmates

"For too long, wealth building tools have been out of reach for so many and only available to a privileged few. Plenty is creating equitable access for everyone."

Meena Harris

Co-Founder of Phenomenal Ventures

Our team is here to help

Our team is here to help

Speak with us
members@withplenty.com


We’re a US-based team who provide support from 9am-6pm PST, Monday to Friday. We respond to our members within 1 business day.

Questions?
Visit our help center
or check out some FAQ's

Speak with us
support@withplenty.com


We’re a US-based team who provides support from 9-6pm PST, Monday to Friday. We’ll respond to our members within 1 business day.


Questions?
Visit our help center
or check out some FAQ's



Press inquiries
press@withplenty.com



Plenty HQ
576 Sacramento St, Floor 6
San Francisco, CA
94111

Speak with us
support@
withplenty.com


We’re a US-based team who provides support from 9-6pm PST, Monday to Friday. We’ll respond to our members within 1 business day.

Questions?
Visit our help center
or check out some FAQ's

Press inquiries
press@withplenty.com


Plenty HQ
576 Sacramento St, Floor 6
San Francisco, CA
94111

The financial planning / wealth management industry wasn’t built for the rest of us. Access to the best financial products has been locked away behind questionable incentives, high prices and investment minimums.

It’s time for a change.

Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provide a web, mobile, personal financial management and educational platform to consumers; some of these tools are freely accessible to all consumers, others require a fee-based subscription. Advisory services are provided in the form of software-first financial planning and investment advisory services for fee-based Subscribers. Plenty Financial RIA, LLC is an SEC-Registered Investment Advisor. All investments made are legally owned by you. Investing is inherently risky and Plenty does not guarantee positive performance. Investments are held in accounts at BNY Mellon | Pershings, the world's largest securities servicing company and are SIPC insured. Investing involves risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.


Brokerage services are provided by Atomic Brokerage LLC "Atomic Brokerage", member FINRA and SIPC. Clearing and custody services are provided by Brokerage firm BNY Mellon Pershing, member SIPC. Plenty Financial RIA, LLC has a relationship with Atomic Brokerage to manage and execute investments on behalf of customers. Subadvisory services are offered through Atomic Invest LLC ("Atomic Invest"), an SEC-registered investment advisor, member SIPC. Atomic Invest was formerly known as Helium Advisors LLC.


Return data used in the interactive tool are hypothetical performance data which contains inherent limitations and is not a substitute for actual investment returns derived from a live portfolio. There are numerous risk factors related to trading and markets which cannot be fully accounted for when depicting Hypothetical Performance. Consequently, future returns are not guaranteed, and a loss of principal may occur. THIS IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This site/application has been prepared by Plenty and is not intended to be (and may not be relied on in any manner as) legal, tax, investment, accounting or other advice or as an offer to sell or a solicitation of an offer to buy any securities of any investment product or any investment advisory service. The information contained in this site/application is superseded by, and is qualified in its entirety by, such offering materials. This site/application may contain proprietary, trade-secret, confidential and commercially sensitive information.


By accessing this site, you signify your agreement with and understanding of the following Terms of Use and Legal Information pertaining to both this site and any material in it. Plenty owns and maintains this site. No act of downloading or otherwise copying from this site will transfer title to any software or material at this site to you. Anything that you transmit to this site becomes the property of Plenty, may be used by Plenty for any lawful purpose, and is further subject to disclosure as deemed appropriate by Plenty, including to any legal or regulatory authority to which Plenty is subject. Plenty reserves all rights with respect to copyright ownership of all material at this site, and will enforce such rights to the full extent of the law.


Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provide a web, mobile, personal financial management and educational platform to consumers; some of these tools are freely accessible to all consumers, others require a fee-based subscription. Advisory services are provided in the form of software-first financial planning and investment advisory services for fee-based Subscribers. Plenty Financial RIA, LLC is an SEC-Registered Investment Advisor. Registration as an investment adviser does not imply a certain skill or training. All investments made are legally owned by you. Investment accounts are not bank guaranteed or FDIC insured. Investments are held in accounts at BNY Mellon - Pershings, one of the world’s largest securities servicing companies and are SIPC insured.

Return data used in the interactive tool are hypothetical performance data which contains inherent limitations and is not a substitute for actual investment returns derived from a live portfolio. There are numerous risk factors related to trading and markets which cannot be fully accounted for when depicting Hypothetical Performance. Consequently, future returns are not guaranteed, and a loss of principal may occur. THIS IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This site/application has been prepared by Plenty and is not intended to be (and may not be relied on in any manner as) legal, tax, investment, accounting or other advice or as an offer to sell or a solicitation of an offer to buy any securities of any investment product or any investment advisory service. The information contained in this site/application is superseded by, and is qualified in its entirety by, such offering materials. This site/application may contain proprietary, trade-secret, confidential and commercially sensitive information.

By accessing this site, you signify your agreement with and understanding of the following Terms of Use and Legal Information pertaining to both this site and any material in it. Plenty owns and maintains this site. No act of downloading or otherwise copying from this site will transfer title to any software or material at this site to you. Anything that you transmit to this site becomes the property of Plenty, may be used by Plenty for any lawful purpose, and is further subject to disclosure as deemed appropriate by Plenty, including to any legal or regulatory authority to which Plenty is subject. Plenty reserves all rights with respect to copyright ownership of all material at this site, and will enforce such rights to the full extent of the law.