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Take complete control of your portfolio with custom allocations, smart rebalancing notifications, and tax-aware strategies. No hand-holding, just powerful tools.
Enrich is designed for hands-on investors who want absolute control and flexibility over their portfolio building. Set your own rules, align your asset allocation with your real goals, and organize each investment according to what matters most to you. Move beyond cookie-cutter advice: everything is transparent, customizable, and built for people who want to do it themselves, their own way.
Connect each of your brokerages accounts — see your full financial picture in one place. We support over 11,000 institutions.
Create separate investing plans for each goal (like retirement, a new home, or kids' college funds) with tailored strategies for each.
Set rules by region, market cap, sector and more —build a portfolio that fits your unique strategy, not someone else’s template.
We look through every ETF and mutual fund, so your asset allocation truly reflects what you own—not just fund names.
Get notified for smart rebalancing and tax-saving opportunities—no more logging into multiple apps or checking the news.
Manage your entire portfolio from anywhere with a simple, seamless mobile experience built for real life.
Connect each of your brokerages accounts — see your full financial picture in one place. We support over 11,000 institutions.
Create separate investing plans for each goal (like retirement, a new home, or kids' college funds) with tailored strategies for each.
Set rules by region, market cap, sector and more —build a portfolio that fits your unique strategy, not someone else’s template.
We look through every ETF and mutual fund, so your asset allocation truly reflects what you own—not just fund names.
Get notified for smart rebalancing and tax-saving opportunities—no more logging into multiple apps or checking the news.1
Manage your entire portfolio from anywhere with a simple, seamless mobile experience built for real life.2
We don’t sell your data. We don’t pitch you investment products. We’re not here to upsell, cross-sell, or bug you to “bring over more assets.”
You own your data—and the keys. We just keep an eye on it, securely and quietly, so you stay in control.
or $5/month
Free till end of 2025. No credit card required.
We handle the math, connections to accounts, and monitoring—so you don’t have to.
Yep—bring your own asset allocation strategy. Assign specific strategies for each financial goal.
We use industry-standard encryption and partner with regulated providers to safeguard your data. Your personal financial information is never sold.
You dream it, we’ll help size it up and show you what it takes.
Footnotes
1 Reliance on notifications presents possibility of untimely alerts, tax consequences of acting on automated notices, and third-party data integration outages.
2 A mobile first experience presents potential issues around cybersecurity threats, mobile outages, or data-synching errors.