Your relationship is a financial superpower
Control all your finances swiftly, beautifully — finally. Connectivity, now for over 15,000 institutions with auto-forecasting, custom portfolios, and 5.05%* Cash+ accounts.
Easily share as much (or as little) as you like. Share accounts, start new ones together, and keep what’s yours private. Every option for every couple at every stage.
Tag team goals of every shape and size with your partner. From rent to retirement and everything in between. Plenty matches your goals with the accounts to get you there.
Build your household wealth faster by sharing goals with your partner. Get the benefits of working together, while maintaining complete ownership over your individual investments.
Turn your dreams into action
In Plenty, your goals turn into investments. We know it's hard to get started, so we've made it easy for your money to start working towards those future plans. Plenty will give you suggestions depending on your timing, available cash, and if you'll be investing by yourself or with your partner.
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 helping you stay diversified.
Your privacy matters. We'll never sell your data to any third parties. We use advanced, bank-level AES-256 encryption to keep your data safe and your personal information protected.
We put your interests first. We’re an SEC-Registered Investment Advisor. 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. BNY Mellon | Pershing is a member of SIPC, which protects securities customers of its members up to $500,000. Cash held is insured up to $5M through the FDIC.
We've been thinking…
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PLENTY FAQ
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. Free trials apply to Plenty's membership fee; investing fees apply as per usual even during the free trial period. Chart illustrations are for illustrative purposes only. Any performance figures displayed should not be considered representative of actual performance.
*Plenty’s cash management product invests 99.5%+ of the portfolio in US-government backed securities as of July 2, 2024. 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.
**These opinions are testimonials from clients of Plenty and may not be representative of the view of all clients. No compensation was provided in relation to the testimonial.
*** The rating was provided by Product Hunt, a third party. The date of the rating is May 16, 2024. Any testimonials from clients of Plenty on Product Hunt are opinions and may not be representative of the view of all clients. No compensation was provided in relation to the rating or testimonial.
****Reference to registration with the Securities and Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or that the firm has attained a certain level of skill or training.
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. Companies listed have mentioned Plenty in press publications. The companies are not endorsing Plenty and Plenty is not endorsing the companies listed. No compensation has been provided in relation to the press publication
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.