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Streamline wealth. Optimize every dollar.
Track investments across multiple brokerages in one place
11,000+ brokerages supported
Link Fidelity, Schwab, Vanguard, Robinhood, Ally, Wealthfront, Coinbase, and more— connections are encrypted, so no one has your login information.
Goal-based portfolios
Assign holdings to specific financial goals
Map each investment to a real goal (kid’s college, new home, “Retire in Bali”).
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Custom allocations, per goal
Set your own allocation rules for each goal. See your real asset allocation with Morningstar fund look-through
Tax-loss harvesting alerts and smart rebalancing across accounts
Asset location, tax awareness, auto-rebalance, cash management—and clear “what to do next” instructions.
Rebalance alerts for passive investors
We ping you when anything’s off, help you rebalance, and explain exactly how action to take.
Flat, fair pricing
$5/month or $50/year*, free trial, no credit card needed. No upsells. No advisor commissions. We never sell your data.
$7/month or $65/year if purchased through Apple Pay
Security that you can believe in
Spreadsheets
can rest in peace
You can forget about old technologies, spreadsheets and manual calculations. It takes a lot of time and affects your profit. We are a new stage of development, it is simple and effective!
True “goal” zoom—not just everything in a pile.
Per-goal asset allocation, tax optimization, and actionable rebalancing—across all accounts in one view.
Control and customization, not a black box.
You keep your advisors, if you want
We'll never pitch you to use our advisors, because we have none
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Frequently asked questions
Invest with Confidence. Anywhere. Anytime.
Join 500+ investors already using Enrich Finance to optimize their rebalancing strategy.