Investing squared. Build more together with elite investments tuned to your goals

Investing squared. Build more together with elite investments tuned to your goals

Smart robots, expert humans. Pair our next-gen roboadvisor with seasoned wealth experts for portfolios that sing better than auto-tune.

Grow your values. Build your portfolio around industries you believe in from the start, so you can both feel even better about your returns.

Pay less, keep more. With investments fees of just 0.20% annually and 5.08% APY* cash accounts — Plenty’s your place for the win-win-win.

Smart robots, expert humans. Pair our next-gen roboadvisor with seasoned wealth experts for portfolios that sing better than auto-tune.

Grow your values. Build your portfolio around industries you believe in from the start, so you can both feel even better about your returns.

Pay less, keep more. With investments fees of just 0.20% annually and 5.08% APY* cash accounts — Plenty’s your place for the win-win-win.

INVESTING FAQ

Bring your investments together for big picture perspective and the tools once reserved for the 1% to help you build your masterpiece.

Where are my Plenty investments held?

How does investing with Plenty work?

Does Plenty have accounts for retirement and education funds?

What if I have investment accounts elsewhere?

How does Plenty offer such a high interest rate?

What is tax loss harvesting? Can I do that?

What is a premium portfolio?

Can I pick my own stocks?

Can I withdraw my money anytime?

Where are my Plenty investments held?

How does investing with Plenty work?

Does Plenty have accounts for retirement and education funds?

What if I have investment accounts elsewhere?

How does Plenty offer such a high interest rate?

What is tax loss harvesting? Can I do that?

What is a premium portfolio?

Can I pick my own stocks?

Can I withdraw my money anytime?

Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provide a web, mobile, personal financial management and educational platform to consumers; some of these tools are freely accessible to all consumers, others require a fee-based subscription. Advisory services are provided in the form of software-first financial planning and investment advisory services for fee-based Subscribers. Plenty Financial RIA, LLC is an SEC-Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training. 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, one of the world’s largest securities servicing companies and are SIPC insured.


*Plenty’s cash management product invests 99.5%+ of the portfolio in US-government backed securities. Although the strategy seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. You could lose money by investing in the strategy. Plenty’s cash management product is SIPC insured. An investment in the strategy is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The rate quoted is subject to change and will decrease or increase based on changes in market conditions, interest rates, among other factors. The rate quoted is net of transaction and advisory fees.


THIS SITE IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. 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.

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