Return
Fees
Fees
Benefit
Return
PLENTY MEMBERSHIP
Partners
per person, per year
Sign up with a partner
Collaborate and invest with your partner while keeping control over your own Plenty account.
Partners
per person, per year
Sign up with a partner
Collaborate and invest with your partner while you each keep control over your own Plenty accounts.
Starting solo
per person, per year
Sign up starting solo
Get everything that partner members get.
Add a partner anytime.
Starting solo
per person, per year
Sign up starting solo
Get everything that partner members get. Add a partner anytime.
You can take control of your future. See where you are today, set goals for the future, and sit back as we make your dreams a reality.
Exclusive to Plenty
Plenty Exclusives
Which includes
4.83% 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 up to 0.3% more for cash you don't need right away by accessing T-Bills in just a few clicks.
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
0.4% 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.
Earn a 2-4% higher after-tax return through advanced algorithmic tax-loss harvesting applied automatically on your account.*
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.
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.
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
Unfortunately, the finance world is filled with hidden costs and fees. We prefer to let you know exactly where your money’s going, and what you could get back. Have a look for yourself.
We've already made a few
Some of our
fans
28, F, Married in North Carolina
28, M, Married in Illinois
32, F, Married in NY
28, F, Living with partner in Illinois
28, F, Married in North Carolina
28, M, Married in Illinois
32, F, Married in NY
28, F, Living with partner in Illinois
What’s the catch? Any hidden fees?
Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provides a web-based, 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. Investment accounts are not bank guaranteed or FDIC insured. Investments are held in accounts at BNY Mellon - Pershings, the world’s largest securities servicing company 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.
Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provides a web-based, 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. Investment accounts are not bank guaranteed or FDIC insured. Investments are held in accounts at BNY Mellon - Pershings, the world’s largest securities servicing company 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.
Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provides a web-based, 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. Investment accounts are not bank guaranteed or FDIC insured. Investments are held in accounts at BNY Mellon | Pershing, the world’s largest securities servicing company 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.