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 November 14th, 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

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