Pricing

Fair pricing for
more financial control

No hidden fees, no extra charges. Pay once, get everything – unlimited accounts, unlimited goals, full mobile access, and all product updates.
Monthly plan

Enjoy all of Enrich features with a flexible monthly plan — unlimited tools, full financial control without limits.

$5*/month

Annual plan

Full range of Enrich services with an annual subscription - all tools included. The best value for money for long-term use.

$50*/year

Most popular
Save 16%

* Free till March 31. No credit card required.
$7/month or $65/year when purchased through Apply Pay

Custom financial goals

Home, retirement, college, any dream can become a goal

Link investments to each goal

See each investments contribution toward your goals

Flexible asset allocation

Customize by market cap, geography, bonds, and more...

Automated alerts

Rebalances, tax-loss harvesting, market changes

Full control

Tax optimization, reduce trade count, keep money in accounts, fine-tuned rebalancing.

Exact trade instructions1

Tracking for every rebalance and harvest event

Mobile first

So you can know when to rebalance, or what your financial position is no matter where you are

All features included

No paywalls, upgrades, or hidden tiers.

Refer a friend, unlock more free time

Get referred by someone already using Enrich, and you’ll unlock extra free months for both you and your friend before payment or credit card is required.

Price and Comparison

$50/year. That's it.

Find out what you get for $50 a year, what benefits await you, and how we differ from other traditional consultants. We aim to offer better and safer solutions that are widely suitable.2

From now till March 31. Enjoy Enrich for free. No credit card required
Enrich costs $65/year, when purchased through Apple Pay
Full Service Advisor
Robo-Advisor
Retirement Tools
Spreadsheets
Pricing Model
Flat subscription
High-AUM
High-AUM
Flat Sub
Free
Portfolio performance across accounts & brokerages
Manual
Manual
Live data connectivity
Partial
Manual
Goal‑based portfolio planning & projections
Sometimes
Sometimes
Retirement Only
Manual
Flexible/personalized asset allocation strategy
Sometimes
Asset location-based tax optimization recommendations
Sometimes
Manual
Control level
High
Low
Low
Medium
High
Ease of use
High
High
High
Medium
Low
What-if scenarios
Coming soon...
Manual
Handling Alts & RSUs
Coming soon...
Limited
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These are general industry trends. This is not a guarantee of services provided or not provided by other entities, and certain options for advisory services may differ from the information represented here.

Need Answers?

Frequently asked questions

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.
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.
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.
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.
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.
Is my data sold or shared?
Never. Your privacy and trust matter. We don’t have outside investors or data brokers.
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.
What happens if I get referred after starting my trial?
Referral bonuses stack – so you and your friend both get extra free months.

Pro tools.
DIY power.
Anywhere. Anytime.

Stay hands-off, but in control—powerful investing, no spreadsheet headaches.

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Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
‍
2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Past performance is not a guarantee, or reliable indicator, of future results; future returns and risk may differ materially from those shown.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal

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