Optimize your
portfolio and achieve your goals—without spreadsheets
Enrich automates the tedious parts of portfolio management—overlap tracking, rebalance calculations, tax-loss opportunities—across all your accounts. You set your strategy, we handle the math, you execute when ready. Full control. Zero spreadsheets.
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Problem
Investing shouldn't feel like a second job
You've built a thoughtful asset allocation strategy across multiple accounts—IRAs,
401(k)s, taxable accounts, 529s, maybe some alts. You're using index funds because they're low-cost and diversified.
But here's the problem: managing all of this is anything but passive.
Multi-account chaos
Managing an asset allocation across brokerage firms? Rebalancing across 5 accounts, where each has a different tax-treatment requires a spreadsheet and a prayer you didn't miss anything.
Invisible
exposure gaps
Your index funds may overlap. Say you think you have 30% in US Large Cap. It may actually be 42% when you account for your Total Market fund.
Tax rules nightmare
Tax-loss harvesting? You'd have to track cost basis, wash sale rules, and rebalance impacts manually.
Asset location confusion
Asset location-based tax optimization? Too complex to implement across 5 accounts.
Solution
Enrich: your portfolio co-pilot
Enrich gives you the control and customization you demand, with automation that handles tedious, error-prone work.
Customizable Asset Allocation
Set your allocation targets by the attributes that matter to you: market cap, geography, growth style, sector, issuer, asset type. Or assign specific holdings. Your strategy, your rules.
True Multi-Account Intelligence
Enrich doesn't require you to move your money. Connect your accounts—employer 401(k)s, Roth IRAs, taxable accounts, 529s—and manage them as one unified portfolio. Because real people have real complexity.
Tracking and Trade Instructions
Enrich tells you exactly what to buy and sell, in which accounts, and tracks the trades to completion. No guesswork. No spreadsheets.
Rebalance Optimization You Can Actually Tweak
Don't just get a rebalance recommendation—optimize how it happens. Minimize the number of trades. Optimize for tax efficiency. Respect asset location rules. Prevent money moving between accounts. You decide what matters most.
Built for Mobile
Manage your portfolio from your phone. Check progress, adjust allocations, execute trades—all on the go.
3 steps get started
How Enrich works in
3 simple steps
1
Connect your accounts
Link the brokerage accounts relevant to your financial goals (Fidelity, Schwab, Vanguard, Robinhood, employer 401(k)s, 529s, etc.) in minutes via secure Plaid integration. Works with 11,000+ institutions.
3
Optimize & act
Get instant rebalance recommendations, tax-loss harvesting alerts, and portfolio allocation optimization advice1—all tailored for your priorities (minimal trades, tax efficiency, asset location, etc.). Execute with exact trade instructions.
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2
Set your goals & allocations
Create financial goals (retirement, home, college, etc.), assign investments to each goal, and customize your target asset allocation by attributes (market cap, geography, growth style, sector, issuer, asset type) or specific holdings. As detailed or simple as you want.
Trust
Built by portfolio optimizers, for portfolio optimizers
We've been in your shoes. We know what it's like to spend hours in spreadsheets, second-guessing whether you've accounted for every overlap and tax implication. We built Enrich because we were tired of choosing between control and simplicity.
01
SOC2 Certification in progress: regulatory standards of encryption on your data
02
SEC-Registered RIA: We operate under compliant fiduciary standards
03
Mobile-First Design: Built for real-world use, so you can understand your financial position whenever “what if” questions come up.
Enrich was designed from the ground up for mobile investors who manage their portfolios on the go. Every interaction, workflow, and visualization is optimized for small screens without sacrificing power or control. If you kid says they want to become a doctor, you will know how feasible it is financially in the palm of your hands.
Download on the
App Store
Pricing
Investment tools, not assets under management
Enrich charges $50/year (or $65/year through Apple Pay) regardless of how much you manage. Because you're paying for tools, not someone else to manage your money.
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Enrich charges $50/year (or $65/year, when purchased through Apple Pay) regardless of how much you manage. Because you're paying for tools, not someone else to manage your money.
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Most advisors
Most advisors charge 1% of your assets annually. On a $1M portfolio, that's $10,000/year. Many robo-advisors charge 0.25-0.50%.
One App, All Accounts
11,000+ brokerage
integrations
Works with Fidelity, Schwab, Vanguard, Robinhood,
and virtually every other institution
...and many more — 11,000+ in total
Need Answers?
Frequently
asked questions
Do I have to move my money?
No. Enrich provides exact trade instructions and tracking, but you execute trades in your brokerage accounts. You stay in control.
Does Enrich execute trades automatically?
No. Enrich provides exact trade instructions and tracking, but you execute trades in your brokerage accounts. You stay in control.
Can I use Enrich if I invest in individual stocks or crypto?
No. Enrich provides exact trade instructions and tracking, but you execute trades in your brokerage accounts. You stay in control.
What if my allocation strategy changes?
No. Enrich provides exact trade instructions and tracking, but you execute trades in your brokerage accounts. You stay in control.
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“Some tools have preset allocations you can use but you can't fiddle with it at all... How do you take into account your RSUs, stock options, crypto, or other investments? The only other way to do this is to have a spreadsheet, fill your numbers in, try to manage it that way, which becomes tedious and challenging because every time you try to do a rebalance it's a lot of math and a lot of messing around. I just want it to work.”