Your content gets people to an investment plan.
Most trackers stop at a pie chart. Enrich starts where they stop.
Enrich compares what you own to the plan you picked (BYO, or pick from ~100 strategies). When your investments slip off that plan, cash sits uninvested, or there's a way to lower your tax bill, Enrich tells you exactly what to buy and sell in each account.
Every creator covers the same five apps.
Enrich gives you something new to say: a tracker that makes a portfolio truly passive. It constantly monitors your accounts for opportunities and tells you exactly what to buy and sell.
Early partners get founding terms, direct founder access, and a product their feedback shapes.
Charts leave you wondering: is this good, is this bad, what do I do about it?
Enrich answers with a specific list of trades for each account. Not AI guessing, just math checking your accounts against your plan.
Bring your own target allocation or pick from about 100 research-based strategies. Enrich measures your portfolio against it, automatically.
Enrich uses Morningstar data to read what each fund actually holds, revealing overlaps and concentrations you didn't know you had.
Retirement, house, college: each has its own target amount and timeline. Shouldn't they get their own strategy? Research suggests goal-by-goal investing helps people stay the course.
We don't stop at "you've drifted 6%." Instead we tell you, buy this at Fidelity, sell that at Schwab. You place every trade yourself.
A portfolio is comprised of multiple accounts with different tax-advantages. Enrich spots tax-inefficient placement and folds the fix into your trade list.
We aligned our incentives to ensure that you stick with us because we are constantly delivering. Not from asset-based fees or advisor upsells.
Bring your phone to the booth.
Ten minutes: connect an account, see your combined picture, and find out what's been hiding in it.
Most people discover at least one thing: cash that's been sitting out of the market, a mix that's drifted further than they thought, hidden overlaps.
If you'd rather look before the conference, start a trial now and show up with opinions.
If you try Enrich and it's genuinely useful, we'd like to work together.
long enough to live with it through a real rebalance, not a 30-day trial sprint.
if you try it and it's not there yet — tell us. We'll incorporate your feedback
with a trackable link, so you can see whether it actually lands.
Join investors already using Enrich Finance to optimize their rebalancing strategy.
Download the app and try it today! No credit card required.