Know your portfolio is on plan.
Across your accounts.
Connect your brokerages. Map each holding to a goal. Set your target allocation, and Enrich flags drift, idle cash, and tax-loss harvesting candidates before they become problems.
When it's time to act, you get plain-English trade instructions per account — account by account, not a generic "rebalance now" nudge. No advisor. No AUM fee. $50*/year.
When it's time to act, you get plain-English trade instructions per account — account by account, not a generic "rebalance now" nudge. No advisor. No AUM fee. $50*/year.
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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.
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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.
Enrich was built to change that math.
Enrich is built differently. Flat $50*/year. No AUM. No commissions. No custody of your assets. We don't profit when you grow. We give you the tools to stay on top of your own plan.
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 DIY 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.
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The tedious maintenance work goes away
Drift, idle cash, tax-loss harvesting candidates — Enrich watches for them and surfaces what matters. You still make every call. You just don't have to remember to look.
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When it's time to act, you get a checklist, not homework
Time to rebalance? You get plain-English trade instructions per brokerage. See what to buy in which account. You review, decide, and go execute.
Enrich doesn't places a trade on your behalf.
Enrich doesn't places a trade on your behalf.
One App, All Accounts
Connect your brokerage accounts — over 11,000 institutions supported
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...and many more — 11,000+ in total
Trust & Security
The security and transparency intelligent asset allocators deserve
SOC 2 Security
We’re SOC 2 certified. Your data’s locked down tight with regulatory standards of encryption—systems are built for privacy, and independent pros check our work.
We’re SOC 2 certified. 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.
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.
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.
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 - no credit card required. * No credit card required. $7/month or $65/year when purchased through Apply Pay to cover Apple's App Store fee
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Invest with Confidence. Anywhere. Anytime.
Join 500+ investors already using Enrich Finance to optimize their rebalancing strategy.
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