Investing without the spreadsheet chaos

For passive investors with assets scattered across accounts. Advanced rebalancing, tax optimization, asset location, and ETF overlap analysis—automated portfolio analysis and rebalancing guidance, not a robo-advisor that trades for you.

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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.

Enrich Finance empowers individuals to take full control of their investments through intelligent automation, transparent insights, and tax-efficient strategies.

We combine financial expertise with simplified portfolio management—from smart rebalancing and goal tracking to real-time performance monitoring. Our mission is to make complex investing accessible, intuitive, and completely within your reach.

Why Enrich

Pro tools for DIY investors, built by DIY investors

Mobile-first

Manage every nuance of your investments right from your phone. Enrich is built for real life, so your full portfolio fits in your pocket—always current, always seamless.

Zero homework, professional-grade insights

Stay confident in your portfolio strategy—no more second-guessing formulas, tracking down errors, or researching advanced optimization. Every calculation updates automatically, with nuanced techniques already built in for you.

Always active, while you stay passive

Enrich works with Morningstar® and trusted vendors to track changes in markets, fund holdings, and ratings. Enrich gives you clear, actionable trade checklists across every account. No discretionary trading, no model portfolios forced on you—just guidance that fits your own strategy.

Your strategy, fully customizable

Define your own asset allocation and investment approach—by sector, region, market cap, specific holdings or any rule you choose. Enrich lets you set your own preferences, so you build and manage a portfolio that actually reflects you—not someone else’s one-size-fits all template. Enrich is an advisory and analytics tool, not a robo-advisor or broker. You keep your existing accounts and execute trades yourself.

One App, All Accounts

Connect your brokerage accounts — over 11,000 institutions supported

...and many more — 11,000+ in total

Trust & Security

The security and transparency intelligent asset allocators deserve

SOC 2 Security
We’re in the final stages of our SOC 2 audit. Your data’s locked down tight with regulatory standards of encryption—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. We’re finishing SOC 2 certification as independent verification of our data handling practices. Plus, we are a registered RIA with the SEC.

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 investments composition changes we’ll handle how the actual allocation get updated accordingly - no manual management.

How much does Enrich cost?

Enrich is $5 a month or $50 a year—flat. No AUM fees, no surprises, just one transparent price for unlimited accounts. Everyone gets a free trial. Get referred by a friend who already uses Enrich and you and your friend will unlock extra free months before you pay a dime or enter your credit card.

What happens if I get referred after starting my trial?

Referral bonuses stack – so you and your friend both get extra free months.

Does Enrich require me to move money out of my account to Enrich?

No. Enrich connects to 11,000+ brokerage institutions, we do not hold your money. Once accounts are connected, set your goals, and you’re ready to roll. No transfer fees, no onboarding costs.

Is my data sold or shared?

Never. Your privacy and trust matter. We don’t have outside investors or data brokers.

What if I want to leave?

Cancel any time inside the app. Your subscription will remain active until the next billing date. No tricks, no paperwork, no endless emails.

Do I need to enter a credit card for a free trial?

No credit card required. When your free time is up, if you want to keep using Enrich, you can start your subscription.

Is there any limit on accounts, goals, or features?

Nope. No matter how many goals or portfolios you want to track, it’s all included. Connect as many accounts as you want.

Why do you charge a subscription?

Enrich isn’t a bank or insurance company. Your fee pays for secure tech, development, access to up-to-date financial data, portfolio analytics, and keeping the lights on. It also means we never need to sell your info or push ads. You pay us directly, and that’s it.

How does Enrich make money at such a low price?

We’re bootstrapped and built for profitability, not venture capital hype. Our costs are kept low on purpose: flat fee, no middlemen, no sales teams, no commissioned advisors. Your subscription covers everything – and we don’t sell your data, ever.

Can I still work with my FA?

Totally. We don’t replace people, we give you clarity.

Will I be sold a financial plan or upgrade?

Never. Flat fee, no upsells, no sales calls.

Do you support crypto or real estate?

Not yet. Brokerage accounts only. But its on our roadmap.

What brokerages work?

Over 11,000, including all majors. iOS-only for now.

Is it really secure?

Yup — your data is encrypted, we are in the process of becoming SOC2-certified, we perform no trades on your behalf - so you’re in control, and we’re an SEC Registered Investment Advisor (RIA).

Can I use Enrich if I invest in individual stocks or crypto?

Enrich supports connecting to 11,000+ brokerage accounts. Connectivity to crypto exchanges and wallets is coming soon.