A New Kind of Advice

Our mission is to build technology that helps advisors expand the audience for high-quality financial advice.

A big part of what you do as an advisor is to motivate your clients to create a better financial future for themselves. We want to equip every advisor with technology-enabled tools to create that "Ah Ha!" moment, when a client finally realizes that a good financial plan is worth its weight in gold. 

Every client is different, and there's no such thing as one-size-fits-all advice.  If your service is tailored to each client unique concerns and situation, shouldn't your sales pitch as well?


Our Beliefs

 

EVERYONE DESERVES A PLAN
Technology brings high-quality planning within reach for anyone.

THE BIGGEST RISK IS DOING NOTHING AT ALL
The hard part is knowing where to start.

PLANNING IS ABOUT MORE THAN MONEY
It’s about getting what you want out of your retirement, and your life.

 

Our Team

We are a team of Harvard and MIT-educated technologists and financial professionals. We have professional training in finance, math, economics, and computer science.  We employ registered investment advisors, insurance agents, academics, and professional investors to design our experience and to deliver you the best advice. 

More than that though, we believe in financial empowerment - and that technology makes it possible.


Our Mission

Our team is obsessed with making the essentials of high quality financial planning accessible to everyone, particularly those who have never had a way to take control of it themselves.