Portfolio Tracking.
Without the upselling.

Enrich Finance provides the tools to build, track, manage and maintain your portfolios across brokerages, accounts and goals.

No moving money. No AUM. Link securely, or just type in your holdings.

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Gain total portfolio clarity with unified visibility into every account, goal, and investment, updated in real time for confident decision-making.

Optimize every dollar with intelligent rebalancing that minimizes taxes, reduces trade friction and keeps your portfolio efficient across all accounts.

What is portfolio tracking?

After you're done paying down debt and building your emergency fund, its time to invest your savings.

The investments you hold in your IRA, Roth, 401k/403b, and taxable accounts are your portfolio. These investments have a job. To make your retirement, child's college, a safari in Africa, or any other financial goal more achieveable.

We think this portfolio requires planning and maintenance. Managing it across spreadsheets can be cumbersome. The average wealth management fee is 1% of AUM. On a $500,000 portfolio, that's $5,000/year, quietly compounding against you, every year, regardless of performance.

Portfolio tracking helps you build an investment strategy for each financial goal, uncover what it will take to get there, and, as markets move, inform you about the necessary actions you need to take to maintain your portfolio.

We believe the best person to manage your money is you. We're here to make that actually doable.

About us and our values

Why Enrich

Why savvy investors choose Enrich

Each goal gets its own strategy

Retirement and a college fund aren't the same goal. They have different time horizons, different risk, and different tax benefits. Enrich tracks each one separately, with its own allocation target and on-track status.

You can see if you're actually on plan

Your Fidelity accounts look fine. Your Schwab accounts look fine. But are they fine together, across all your goals? Enrich maps every holding to a single view so you know, not account by account, but as one plan.

The tedious maintenance work goes away

Enrich watches for allocation drift, idle cash, tax-loss harvesting, or when goals go off-track. You get trade instructions per brokerage. You review, decide, and go execute. You just don't have to update your spreadsheet.

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No Upselling

Enrich is different from other Portfolio Trackers. We're a flat $5/month. We don't charge based on how much money you connect. In fact, your data is end-to-end encrypted so we don't know how much money your account holds.

We don't get a commission on any trade you make. We give you the tools to stay on top of your own plan.

One App, All Accounts

Connect or manually add your brokerage accounts.

Over 11,000 institutions supported

Either link an account (read-only, end-to-end encrypted, your login is never stored), or just type in your tickers and shares.
Linking adds automatic idle-cash and new-trade alerts; manual still covers allocation, drift, and tax-loss harvesting.

...and many more (11,000+ in total)

Trust & Security

The security and transparency intelligent asset allocators deserve

End-to-end encryption
We’re SOC 2 certified. Your data’s locked down tight. And the data is encrypted. Our systems are built for privacy, and independent pros check our work.

Registered Investment Advisor
‍As an SEC-registered RIA, we act as a fiduciary, obligated to put your interests first. No hidden fees, no funny business.

Serious Product Chops
Our builders have launched secure, reliable fintech and tech tools for millions at Amazon, Google, SnapDocs, and more—we understand what it takes to build products people trust with their money.

Expert Financial Guidance
‍Our founder knows the rules—rigorous financial planning experience means the product’s logic is grounded, not guesswork.

Need Answers?

Frequently asked questions

Do I have to move my money into Enrich accounts?

Nope. Enrich simply connects (read-only) to your current brokers and banks using secure APIs. Your money never moves.

How does Enrich handle my financial data?

Your financial data is encrypted end-to-end and never sold—period. We don’t use your info for marketing or upselling. Our data handling practices are SOC 2 certified through an independent auditor. As a registered RIA with the SEC, we are required to act in a fiduciary capacity towards our clients.

Do I have to link my brokerage logins?

You've got two options. Link through Plaid — read-only and encrypted, so neither Enrich nor Plaid ever stores your login — or just type in your holdings by hand. Linking lets Enrich catch idle cash, new trades, and new accounts for you; manual entry still powers allocation, drift, and tax-loss-harvesting alerts, it just won't spot idle cash or trades you don't enter.

Does Enrich make investment recommendations or sell products?

No and no. Enrich delivers analytics, not sales pitches—so you get hands-on control without product shilling or hidden agendas.

How customizable are asset allocation rules?

Extremely. You build allocation rules by sector, geography, market cap, growth style—you make the strategy as simple or sophisticated as you want, no templates forced on you. And as your investment composition changes, we’ll handle how the actual allocation gets updated accordingly - no manual spreadsheet upkeep.

How much does Enrich cost?

Enrich is $5 a month flat*. No AUM fees, no surprises, just one transparent price for unlimited accounts. Everyone gets a free trial. No credit card required. * No credit card required. $7/month when purchased through Apple Pay to cover Apple's App Store fee