Priced for
all of us
all of us
Partner Up. Get Results.
PLENTY MEMBERSHIP
14 day free trial. Cancel and pay nothing.
14 day free trial.
Cancel and pay nothing.
Plenty for partners
$100
per person, per year
Collaborate and invest with your partner while keeping control over your own Plenty account.
Plenty for partners
$100
per person, per year
Collaborate and invest with your partner while you each keep control over your own Plenty accounts.
Hidden fees? Nope, we show you everything.
Hidden fees?
Nope, we show you everything.
->
For the price of a night out…
For the price of
a night out…
Take control of your future, together. See where you are today, where your money is going, and invest smarter to turn your dreams into reality.
Exclusive to Plenty
Plenty Exclusives
Which includes
5.10% APY*
4.83% APY
Cash Management
Cash Management
That's AFTER our 0.2% management fee
That's AFTER our 0.2% management fee
A Plenty managed portfolio of money market funds, 99.5%+ invested in government-backed treasuries.
Earn even more with T-Bills coming soon.
Earn up to 0.3% more for cash you don't need right away by accessing T-Bills in just a few clicks .
Next gen roboadvisor
0.4% management fee
Smarter investing in the market: own portfolios of 80-90 securities for a decades-old strategy of 'direct indexing'
Reap tax loss harvesting benefits fully to earn a 2-4%* higher after tax return per year.
Next gen roboadvisor
0.2% management fee
Invest like the wealthy using a next-generation roboadvisor for ‘direct indexing’. Effortlessly own portfolios of 80-90 securities with direct investments into stocks, not just ETFs.
Advanced algorithmic tax-loss harvesting applied automatically in premium portfolios.
Personalized goals
Personalized goals for the milestones that actually matter and are relevant to you.
Step-by-step guidance for creating and reaching goals, and celebrating progress along the way.
Personalized goals
Personalized goals for the milestones that actually matter and are relevant to you.
Step-by-step guidance for creating and reaching goals, and celebrating progress along the way.
Account tracking & forecasting
Partner up and choose which accounts to provide visibility into, and which to keep private.
One place to stay on top of all your accounts; see where you are and look into the future with account-level forecasting.
Cashflow & Budgeting
Understand how much you’re earning, spending, and saving for the future. Budgeting for those who don’t like to budget.
See month to month trends for your top categories and dive into transactions, only when you need to.
Account tracking & forecasting
One place to stay on top of all your accounts; see where you are and look into the future with account-level forecasting.
Partner up and choose which accounts to provide visibility into, and which to keep private.
Cashflow & Budgeting
Understand how much you’re earning, spending, and saving for the future. Budgeting for those who don’t like to budget.
See month to month trends for your top categories and dive into transactions, only when you need to.
Shared investing with a partner
Partner up, but maintain control through the use of individually-owned investment accounts.
Build towards your dreams, faster. Collaboratively set goals and create plans to reach them together.
Shared investing with a partner
Build towards your dreams, faster. Collaboratively set goals and create plans to reach them together.
Partner up, but maintain control through the use of individually-owned investment accounts.
Account history
Unlimited connected accounts
Tax documentation
Automatic reinvesting
Automatic portfolio rebalancing
Risk tolerance setting
We've already made a few
Some of our
fans
“It was immensely helpful. A one stop shop for organizing all of my financial information.”
F, Married - Current client
“Plenty gives you a perspective of how to save and divide up common goals between spouses"
M, Married - Current client
“I really like the idea of creating buckets for everything.... staying organized."
F, Married - Current client
“Seeing Plenty's goals makes me want to save more and see what my savings will be in 4, 5 years."
F, Living with partner - Current client
“It was immensely helpful. A one stop shop for organizing all of my financial information.”
F, Married - Current client
“Plenty gives you a perspective of how to save and divide up common goals between spouses"
M, Married - Current client
“I really like the idea of creating buckets for everything.... staying organized."
F, Married - Current client
“Seeing Plenty's goals makes me want to save more and see what my savings will be in 4, 5 years."
F, Living with partner - Current client
Questions?
Questions?
What’s the catch? Any hidden fees?
How does the free trial work?
How does the partner membership work?
What if I’m not ready to invite my partner yet?
What if I’ve earned a referral bonus?
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. 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. 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.
*This rate moves with the fed funds rate and is subject to change at anytime
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.
This subscription fee is separate from Plenty's wrap fee or management fee. If you sign up for Plenty and utilize Plenty's cash management or robo advisor products you will be charged $100 annually in addition to the 0.20% management fee.
References made to testimonials by our users are not indicative of future performance and do not imply any guaranteed level of service, skill or training. Opinions are testimonials from clients of Plenty and may not be representative of the view of all clients. No compensation was provided in relation to the testimonial.
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. References made to endorsements by our users are not indicative of future performance and do not imply any guaranteed level of service, skill or training. Investors should not rely on endorsements for any purpose and should conduct their own review prior to participating. Our users are not “promoters” and are not compensated for their reviews.
For TLH assumptions used in the interactive tool: From 1/1/2020 - 3/31/2022, we calculate that weekly tax-loss harvesting would have generated an additional 3.0% in annualized return for an investor with a long-term capital gains rate of 15% and an assumed ordinary income tax rate of 32%. This additional return is based on 100% investment in equity; the weighted average benefit for an entire portfolio would depend on an investor’s risk score and asset allocation.
This analysis excludes transaction and management fees, as well as ESG or other customizations. Different tax rates will produce different results, as will other historical periods. Past performance is no guarantee of future results.
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.