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.
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.
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.
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?
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Are Plenty accounts insured?
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 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 - Pershings, one of the world’s largest securities servicing companies and are SIPC insured.
Return data used in the interactive tool are hypothetical performance data which contains inherent limitations and is not a substitute for actual investment returns derived from a live portfolio. There are numerous risk factors related to trading and markets which cannot be fully accounted for when depicting Hypothetical Performance. Consequently, future returns are not guaranteed, and a loss of principal may occur. THIS 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.
Tax-loss harvesting involves certain risks, including the risk that the new investment could have higher costs than the original investment and may introduce portfolio tracking error into your accounts. There may also be unintended tax implications. Prospective Clients should consult with their tax or legal advisor prior to engaging in any tax-loss harvesting strategy. Neither Plenty nor its subadvisor provide tax or legal advice. Tax-loss harvesting may not be suitable for every investor and may have limited or no impact in retirement accounts. For example, tax-loss harvesting may not materially benefit investors in low income tax brackets and there is no guarantee that tax-loss harvesting will result in more favorable returns.
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.