Set up in under 30 seconds with a 7-day free trial. Upgrade, downgrade or cancel anytime — no questions asked.
$19
/month
Starter
Everything you need to take control of your money.
Link up to 3 accounts
Core budgeting & dashboards
Monthly insights digest
$54
/month
Professional
For people serious about growing and optimizing wealth.
Unlimited linked accounts
Goal & retirement planning
Automated tax-loss harvesting
Weekly rebalancing alerts
$89
/month
Company
Advanced control with a human advisor in your corner.
Everything in Professional
Dedicated financial advisor
Advanced tax & estate tools
Priority 24/7 support
Features
Starter
Professional
Company
Linked accounts
3
Unlimited
Unlimited
Budgeting & dashboards
✓
✓
✓
Goal & retirement planning
—
✓
✓
Automated tax-loss harvesting
—
✓
✓
Smart rebalancing alerts
—
Weekly
Daily
Custom reports & exports
—
✓
✓
Dedicated financial advisor
—
—
✓
Advanced tax & estate tools
—
—
✓
API & integrations
—
—
✓
Priority support
Chat
24/7
Free to start. Bring one number and let all six tools build the picture around it.
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