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What is Plenty?



About us



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WEALTH FOR LIFE




WHERE MODERN COUPLES INVEST AND PLAN
FOR THEIR FUTURE TOGETHER.



Get early access



1


PLAN

Goals are the path you take to make your dreams come true.




2


INVEST

Reach your goals faster with personalized portfolios recommended for each goal.




3


TRACK

Connect all your finances to see how far you've come and where you’re going.



Summer getaway




DIVIDE AND CONQUER.


PARTNER UP ...

Plenty builds personalized investment portfolios for each of your life's goals.
Create shared goals with your partner or keep some private - it's up to you.




… AND GO FURTHER
TOGETHER.

Build your household wealth faster when you share goals with your partner. Get
the benefits of working together, while maintaining complete control and
ownership over your individual investments.




TURN YOUR DREAMS
INTO ACTION.

Those who set goals are more likely to achieve them. So dream big, and get the
expert-built plans and portfolios to reach each goal faster.

 * General investing
   
   

 * Pay down debt
   
   

 * Emergency fund
   
   

 * Retirement
   
   

 * Vacation
   
   

 * Have a baby
   
   

 * Save for daycare
   
   

 * Kids college
   
   
   
   
   
   

 * New car
   
   
   
   

 * Pay for a wedding
   
   

 * Create your own
   custom goal
   
   

 * General investing
   
   

 * Pay down debt
   
   

 * Emergency fund
   
   

 * Retirement
   
   

 * Vacation
   
   

 * Have a baby
   
   

 * Save for daycare
   
   

 * Kids college
   
   
   
   
   
   

 * New car
   
   
   
   

 * Pay for a wedding
   
   

 * Create your own
   custom goal
   
   

 * General investing
   
   

 * Pay down debt
   
   

 * Emergency fund
   
   

 * Retirement
   
   

 * Vacation
   
   

 * Have a baby
   
   

 * Save for daycare
   
   

 * Kids college
   
   
   
   
   
   

 * New car
   
   
   
   

 * Pay for a wedding
   
   

 * Create your own
   custom goal
   
   





INVEST LIKE THE



Building wealth shouldn't be a luxury that only the already wealthy can afford.
The Plenty investment platform brings affordable access to everyday households.

Cash management

4.86% APY* for your cash

Put your rainy day fund to work and earn 13x the national savings account
average. We believe this is the lowest risk place for your cash. Withdraw
anytime.

*This rate moves with the fed funds rate.

More


->




Investment management

Next-gen roboadvisor

Earn a 2-4%* higher after-tax return using the latest in algorithmic trading.
Automatically use the investment strategy of the wealthy, by investing in stocks
instead of just ETFs.

*After-tax return benefit depends on income

More


->



• PRICED FOR THE REST OF US





YOUR MONEY, YOUR VALUES.

 * Tobacco
   
   

 * For-profit prisons
   
   

 * Animal testing
   
   

 * Weapons
   
   

 * Gambling
   
   

 * Predatory lending
   
   

 * Tobacco
   
   

 * For-profit prisons
   
   

 * Animal testing
   
   

 * Weapons
   
   

 * Gambling
   
   

 * Predatory lending
   
   

 * Tobacco
   
   

 * For-profit prisons
   
   

 * Animal testing
   
   

 * Weapons
   
   

 * Gambling
   
   

 * Predatory lending
   
   

 * Protect nature
   
   

 * Fight climate change
   
   

 * Eliminate inequality
   
   

 * Empower women
   
   

 * End poverty & hunger
   
   

 * Protect nature
   
   

 * Fight climate change
   
   

 * Eliminate inequality
   
   

 * Empower women
   
   

 * End poverty & hunger
   
   

 * Protect nature
   
   

 * Fight climate change
   
   

 * Eliminate inequality
   
   

 * Empower women
   
   

 * End poverty & hunger
   
   

No need to compromise your values for profit. Tell us what matters most to you
and we’ll invest or not invest in companies that match those values while
staying diversified.


EVERYTHING IN ONE PLACE.



Work together to plan, invest, and track your finances so you both have context
and everything stays organized. Plus, enjoy the flexibility to share some
accounts and keep others private.

 * 2 min read
   
   
   
   Earn 4.83% on cash: time to get your rainy day fund working for you

 * 4 min read
   
   
   
   Til debt do us part? How to combine finances with your partner

 * 3 min read
   
   
   
   Direct indexing:
   the investing strategy of the rich

 * 4 min read
   
   
   
   Tax-loss harvesting: The silver lining when some stocks go down

 * 2 min read
   
   
   
   Values-based investing:
   doing well by doing good





OUR MISSION:
WEALTH FOR EVERY HOUSEHOLD.

Learn more about who we are



Get early access




KEEPING YOUR MONEY SAFE …

We’re an SEC-Registered Investment Advisor, so we have a responsibility to put
your interests first (aka fiduciary responsibility). Your money is owned by you
and held by BNY Mellon | Pershing; one of the largest financial institutions in
the world.




Your investments are protected and insured up to $500,000 per account through
the SIPC (Securities Investor Protection Corporation). Cash held is insured up
to $5M through the FDIC (Federal Deposit Insurance Corporation).


… AND YOUR INFO SECURE.

Your privacy matters. We'll never sell your data to any third parties, like
credit card or loan companies.

We use advanced, bank-level AES-256 encryption to keep your data safe and your
personal information protected.




QUESTIONS?



What is Plenty?




HOW DOES INVESTING WITH PLENTY WORK?




DO I HAVE TO HAVE A PARTNER TO USE PLENTY?




WHAT IF I HAVE INVESTMENT ACCOUNTS ELSEWHERE?




WHAT IF WE BREAK UP?




DO WE NEED TO BE MARRIED? IS THIS A JOINT ACCOUNT?




CAN I SPEAK TO A HUMAN?




ARE PLENTY ACCOUNTS INSURED?



Contact us Help center Investment methodology Legal & privacy



Plenty was founded to democratize access to financial products and tools that
accelerate wealth building.  Plenty Financial and affiliated entities (“Plenty”)
provide a web, mobile, personal financial management and educational platform to
consumers. Plenty Financial RIA, LLC is an SEC-Registered Investment Advisor.
All investments made are legally owned by you. Investment accounts are not bank
guaranteed or FDIC insured.Investments are held in accounts at BNY Mellon |
Pershing through a partnership with Helium Advisors and are SIPC insured. Quoted
rates vary with market conditions and quoted rates are from sources believed to
be reliable but not guaranteed.




This site/application has been prepared by Plenty and is not intended to be (and
may not be relied on in any manner as) legal, tax, investment, accounting or
other advice or as an offer to sell or a solicitation of an offer to buy any
securities of any investment product or any investment advisory service. The
information contained in this site/application is superseded by, and is
qualified in its entirety by, such offering materials. This site/application may
contain proprietary, trade-secret, confidential and commercially sensitive
information.




By accessing this site, you signify your agreement with and understanding of the
following Terms of Use and Legal Information pertaining to both this site and
any material in it. Plenty owns and maintains this site. No act of downloading
or otherwise copying from this site will transfer title to any software or
material at this site to you. Anything that you transmit to this site becomes
the property of Plenty, may be used by Plenty for any lawful purpose, and is
further subject to disclosure as deemed appropriate by Plenty, including to any
legal or regulatory authority to which Plenty is subject. Plenty reserves all
rights with respect to copyright ownership of all material at this site, and
will enforce such rights to the full extent of the law.