Investing without the spreadsheet chaos
For passive investors with assets scattered across accounts. Advanced rebalancing, tax optimization, asset location, and ETF overlap analysis—all automated on mobile, no spreadsheet monitoring required.
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Gain total portfolio clarity with unified visibility into every account, goal, and investment, updated in real time for confident decision-making.
Optimize every dollar with intelligent rebalancing that minimizes taxes, reduces trade friction and keeps your portfolio efficient across all accounts.
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Enrich Finance empowers individuals to take full control of their investments through intelligent automation, transparent insights, and tax-efficient strategies.
We combine financial expertise with simplified portfolio management—from smart rebalancing and goal tracking to real-time performance monitoring. Our mission is to make complex investing accessible, intuitive, and completely within your reach.
Why Enrich
Pro tools for DIY investors, built by DIY investors
Mobile-first
Manage every nuance of your investments right from your phone. Enrich is built for real life, so your full portfolio fits in your pocket—always current, always seamless.
Zero homework, professional-grade insights
Stay confident in your portfolio strategy—no more second-guessing formulas, tracking down errors, or researching advanced optimization. Every calculation updates automatically, with nuanced techniques already built in for you.
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Always active, while you stay passive
Enrich works with Morningstar® and trusted vendors to track changes in markets, fund holdings, and ratings—automatically alerting you, so you never constantly login to portals and update spreadsheets again.
Your strategy, fully customizable
Define your own asset allocation and investment approach—by sector, region, market cap, specific holdings or any rule you choose. Enrich lets you set your own preferences, so you build and manage a portfolio that actually reflects you—not someone else’s one-size-fits all template.
One App, All Accounts
Connect your brokerage accounts — over 11,000 institutions supported
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...and many more — 11,000+ in total
Trust & Security
The security and transparency intelligent asset allocators deserve
SOC 2 Security
We’re in the final stages of our SOC 2 audit. Your data’s locked down tight with regulatory standards of encryption—systems are built for privacy, and independent pros check our work.
We’re in the final stages of our SOC 2 audit. Your data’s locked down tight with regulatory standards of encryption—systems are built for privacy, and independent pros check our work.
Registered Investment Advisor
As an SEC-registered RIA, we act as a fiduciary, obligated to put your interests first. No hidden fees, no funny business.
As an SEC-registered RIA, we act as a fiduciary, obligated to put your interests first. No hidden fees, no funny business.
Serious Product Chops
Our builders have launched secure, reliable fintech and tech tools for millions at Amazon, Google, SnapDocs, and more—we understand what it takes to build products people trust with their money.
Our builders have launched secure, reliable fintech and tech tools for millions at Amazon, Google, SnapDocs, and more—we understand what it takes to build products people trust with their money.
Expert Financial Guidance
Our founder knows the rules—rigorous financial planning experience means the product’s logic is grounded, not guesswork.
Our founder knows the rules—rigorous financial planning experience means the product’s logic is grounded, not guesswork.
Need Answers?
Frequently asked questions
Do I have to move my money into Enrich accounts?
Nope. Enrich simply connects (read-only) to your current brokers and banks using secure APIs. Your money never moves.
How does Enrich handle my financial data?
Your financial data is encrypted end-to-end and never sold—period. We don’t use your info for marketing or upselling. We’re finishing SOC 2 certification as independent verification of our data handling practices. Plus, we are a registered RIA with the SEC.
Does Enrich make investment recommendations or sell products?
No and no. Enrich delivers analytics, not sales pitches—so you get hands-on control without product shilling or hidden agendas.
How customizable are asset allocation rules?
Extremely. You build allocation rules by sector, geography, market cap, growth style—you make the strategy as simple or sophisticated as you want, no templates forced on you. And as your investments composition changes we’ll handle how the actual allocation get updated accordingly - no manual management.
How much does Enrich cost?
Enrich is $5 a month or $50 a year—flat. No AUM fees, no surprises, just one transparent price for unlimited accounts. Everyone gets a free trial. Get referred by a friend who already uses Enrich and you and your friend will unlock extra free months before you pay a dime or enter your credit card.
Pro tools.
DIY power.
Anywhere. Anytime.
Stay hands-off, but in control—powerful investing, no spreadsheet headaches.
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