Make money simple.
Try it for 2 weeks with your partner, for free.

$100

/ year / person

That's just $8.33/month

2 week free trial

2 week free trial

No credit card required

No credit card required

Cancel anytime

Cancel anytime

5.08%*

5.08%*

5.08%*

Current APY for savings

Current APY

for savings

Current APY

for savings

$500k

$500k

$500k

SIPC insurance per account

SIPC insurance

per account

SIPC insurance

per account

2-4%**

2-4%**

2-4%**

Higher after-tax returns

Higher after-tax

returns

Higher after-tax returns

Sync up your finances

Build your future together with Plenty’s next-gen robo-advisor, intuitive dashboards, and investment fees of just 0.20% annually ($2 for $1000 invested).

Next-gen roboadvisor

Invest smarter with direct indexing and machine learning algorithms tuned by human experts using Nobel-prize winning strategies.

Sharing made modern

Start new goals together in a Plenty investment account, share access to existing accounts, and keep the rest private — all in one central hub.

Accounts secured by Pershing

Open a Plenty joint or individual brokerage to start investing together and individually. IRA accounts coming this summer.

Crystal clear cashflows

See how your money’s moving with insights for what's happening month-to-month with your spending, saving, and earning.

Coming soon

Boost your investments like the wealthy. Earn up to 5.24%* with t-bills in three clicks and up to 25% with alternative investments like private equity funds. Retirement IRAs and mobile app.

Why Plenty?

Why Plenty?

Why Plenty?

Because everyone sees money differently, especially when a partner is involved. Plenty helps couples manage money in which ever way works best for them. 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.

Pricing

Sharing

Investing

Tracking

Pricing

Sharing

Investing

Tracking

Plenty

Plenty

Financial Planner

Financial Planner

Budgeting Apps

Budgeting Apps

+

Roboadvisors

Roboadvisors

Annual price w/ $100k invested

$100

$2,500 - $7000

$2,500 - $7000

$0 - $150

$0 - $150

+

$250+

$250+

Sharing

Built for couples

Ours + mine view

Shared or private labels

Sometimes

Sometimes

Investing

APY for cash

APY for cash

Investment fee

Investment fee

Direct indexing

Values-based investing

Goals-based investing

Tax-loss harvesting

5.08%*

5.08%*

5%

5%

0.20%

0.20%

Up to 1.5%

Up to 1.5%

0.25 - 0.50%

0.25 - 0.50%

**

**

**

**

$100K-1M min.

$100K-1M min.

$100K-1M min.

$100K-1M min.

**

**

**

**

Sometimes

Sometimes

Sometimes

Sometimes

Sometimes

Sometimes

**

**

**

**

Sometimes

Sometimes

Sometimes

Sometimes

* Rate is subject to change

** Only available in premium portfolios; premium portfolios are the same low 0.20% annual fee

Tracking

Net worth tracking

Net worth tracking

Account forecasting

Account forecasting

Annual price w/ $100k invested

Annual price w/ $100k invested

Built for couples

Built for couples

Ours + mine view

Ours + mine view

APY for cash

APY for cash

Investment fee

Investment fee

Net worth tracking

Net worth tracking

Account forecasting

Account forecasting

Customer support

Customer support

Direct indexing

Values-based investing

Goals-based investing

Tax-loss harvesting

Shared or private labels

Plenty

Plenty

Financial Planner

Financial Planner

+

Budgeting Apps

Budgeting Apps

Roboadvisors

Roboadvisors

$200 + $200

$2,500 - $7000

$2,500 - $7000

+

$100+/yr

$100+/yr

$375+ / yr

$375+ / yr

+

Sometimes

+

+

5.08%*

N/A

+

N/A

5%

0.20%

Up to 1.5%

+

N/A

0.25 - 0.50%

~$100K-1M min.

+

N/A

w/ $100K-1M min.

**

**

Sometimes

+

N/A

Sometimes

+

N/A

Sometimes

**

**

Sometimes

+

N/A

Sometimes

+

+

Live call / email

Live call / email

+

Email / chat

Email / chat

* Rate is subject to change

** Only available in premium portfolios

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.” ***

“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

Adam Nash

CEO & Co-founder of Daffy.org
Former CEO of Wealthfront

Adam Nash

CEO & Co-founder of Daffy.org
Former CEO of Wealthfront

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

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

Mark Goines

Cofounder of Personal Capital
Former VP of Charles Schwab,

and SVP of Intuit's Turbotax/Quicken,

Mark Goines

Cofounder of Personal Capital
Former VP of Charles Schwab,

and SVP of Intuit's Turbotax/Quicken,

Mark Goines

Cofounder of Personal Capital
Former VP of Charles Schwab,

and SVP of Intuit's Turbotax/Quicken,

"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." ***

"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

Meena Harris

Co-Founder of Phenomenal Ventures

Meena Harris

Co-Founder of Phenomenal Ventures

MEMBERSHIP FAQ

Whats the catch? Any hidden fees?

How does the free trial work?

Can I pay for my partner?

What if I’m not ready to invite my partner yet?

Do you offer additional pricing tiers if I have more money with you?

Whats the catch? Any hidden fees?

How does the free trial work?

Can I pay for my partner?

What if I’m not ready to invite my partner yet?

Do you offer additional pricing tiers if I have more money with you?

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 level of 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 - Pershing, one of the world’s largest securities servicing companies and are SIPC insured.


*Plenty’s cash management product invests 99.5%+ of the portfolio in US-government backed securities. Although the strategy seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. You could lose money by investing in the strategy. Plenty’s cash management product is SIPC insured. An investment in the strategy is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The rate quoted is subject to change and will decrease or increase based on changes in market conditions, interest rates, among other factors. The rate quoted is net of transaction and advisory fees.


** Only available in premium portfolios; premium portfolios are the same low 0.20% annual fee. Tax-loss harvesting involves certain risks, including the risk that the new investment could have higher costs than the original investment and may introduce portfolio tracking error into your accounts. There may also be unintended tax implications. Prospective Clients should consult with their tax or legal advisor prior to engaging in any tax-loss harvesting strategy. Neither Plenty nor its subadvisor provide tax or legal advice. Tax-loss harvesting may not be suitable for every investor and may have limited or no impact in retirement accounts. Potential eligibility is dependent upon income levels and is not applicable to all investors. For example, tax-loss harvesting may not materially benefit investors in low income tax brackets.


***These opinions are endorsements provided by individuals who are investors in or advisors to Plenty Financial RIA, LLC, but are not clients of Plenty. No compensation was provided to these individuals for their endorsements, however these individuals have an incentive to provide their endorsement, which creates a conflict of interest. Clients should be aware of the conflict that these endorsements create when considering their investment options.


THIS SITE IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. Estimates provided are based on Plenty's research. however, fees may be higher or lower than the fees shown for financial planners, budgeting apps and roboadvisors. Resources reviewed include Nerdwallet, Cnet, and Forbes. 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.

Tax-loss harvesting involves certain risks, including the risk that the new investment could have higher costs than the original investment and may introduce portfolio tracking error into your accounts. There may also be unintended tax implications. Prospective Clients should consult with their tax or legal advisor prior to engaging in any tax-loss harvesting strategy. Neither Plenty nor its subadvisor provide tax or legal advice. Tax-loss harvesting may not be suitable for every investor and may have limited or no impact in retirement accounts. For example, tax-loss harvesting may not materially benefit investors in low income tax brackets and there is no guarantee that tax-loss harvesting will result in more favorable returns.


SEC registration does not imply a certain level of skill or training.


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.


¹ These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

Wealth for every household.

• PRICED FOR THE REST OF US

Wealth for every household.

• PRICED FOR THE REST OF US

Make money simple.
Try it for 2 weeks with your partner, for free.