Wealth - Now for the rest of us
Build your future together with Plenty’s next-gen investing, dazzling dashboards, and investment fees of just 0.2% (for real)
Roboadvisor direct indexing
Invest smarter with machine learning algorithms and seasoned human experts building you custom portfolios with strategies proven to succeed
Tax-loss harvesting
Elite tax strategy built into your account delivering 2-4% higher after-tax returns*
Industry-leading 5.10% APY* accounts
Save more on autopilot with Plenty’s managed money market funds, 99.5%+ invested in government-backed treasuries
Sharing made modern
Start new goals together, share access to existing accounts, and keep the rest private — all in one central hub
Crystal clear cashflows
Clearly see how your money’s moving with forecasting dashboards and budgeting for people bad at budgets
All the things you'll get with your Plenty membership
Individual + Joint brokerage accounts
Cash+ : earn 5.10% APY*
Advanced tax-loss harvesting
(coming soon) Cash+ boost : earn 5.30% APY*
Retirement (IRA + Roth IRA accounts)
Stock + Bond portfolios: Classic + Premium
Values-based customization
(coming soon) Alt. Investments
Your own account to connect to partners
See “what’s ours” vs. “what’s mine”
Invest in joint goals (in 1 shared account)
Choose what to share vs. keep private
Invest in split goals (in 2 individual accounts)
Connect accounts from 12,000 institutions
Track your net worth
Track your spending / income / saving
Track across your shared vs. personal accounts
Receive custom plans reach each goal
Look into the future with account-based forecasting
Monitor your progress for your goals
Forecast investments and debts
Everyone sees money differently, especially when a partner is involved. Plenty helps couples manage money without changing how either of you handle finances. Building wealth takes time, so we keep our annual fee low to support your long-term goals. Try us for a year and see the difference for you, your partner, and your family.
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