01 / SET IT IN MOTION
Managed investing
A portfolio built around you, expertly managed and automatically rebalanced. You set the goal. We help with the rest.
Meet your portfolio YOUR MONEY, MEETING ITS MOMENT
Investing
that just
makes sense.
Big goals. Small beginnings. Wherever you’re starting from, there’s a smarter way to move your money forward.
Made for every kind of money person.
✳Invest in
what’s next
what’s next
THE LONG GAMEProgress looks good on you.
BUILD A FUTURE THAT FEELS LIKE YOURS01 — 04
Good money moves are for everyone ✳
Good money moves are for everyone ✳
Good money moves are for everyone ✳
FIND YOUR WAY FORWARD
Your money.
Your kind of plan.
From hands-off to all in, choose the kind of investing that feels right for you. And change it up whenever you do.
02 / MAKE YOUR MOVE
Self-directed investing
Get access to stocks, ETFs, and more. Build your portfolio on your terms, with the tools to make informed moves.
Take the wheel03 / KEEP IT CLOSE
Cash
Make your money work between the big moves. Spend, save, and keep your financial life in one place.
Get to know Cash YOUR FIRST STEP IS A GOOD ONE
A little less
what if. A lot more
what’s next.
Tell us what matters
Your timeline, your comfort with risk, your big-picture goals. It starts with you.
Find your fit
Get a clear recommendation or choose your own investments, with no guesswork.
Keep moving forward
Track your progress anytime, and adjust your plan as life changes.
GOOD
ENERGY.
GOOD
MONEY.
ENERGY.
GOOD
MONEY.
A BETTER KIND OF FINANCIAL PARTNER
Money is personal.
Your investing
should be, too.
Clear choices, helpful tools, and a team that believes building wealth shouldn’t feel like an insider’s game. This is money stuff on your terms.
Get to know usBuilt to help you feel more confident about your financial future.
WEALTHSIMPLE, IN A NUTSHELL YOUR MONEY DESERVES CARE
A clear view of
what matters.
Know what you own, understand what you pay, and keep tabs on your accounts in one place. No smoke and mirrors. Just a more considered way to handle your money.
Learn about our approach YOUR NEXT CHAPTER STARTS HERE
You’ve got this.
We’ve got your back.
Start with a plan that meets you where you are.
Let’s get started