Your company has given you access to Enrich

Know that your goals are on track. Stop living in spreadsheets. 
Enrich connects your investment accounts, maps them to your goals, and alerts you when something needs attention—without you giving up control or paying a 1% advisor fee.

Download on iOS

See how it works

Connect in minutes · 11,000+ brokerages supported

You execute every trade through your own broker

Read-only | Enrich never
touches your money

Flat subscription | no AUM,
no trade fees

Sound familiar?

You know your investment strategy. Keeping it on track across all your accounts is the problem.

What Enrich does

One app. Your accounts. Your goals. Always on.

See your investment by goal, not just net worth

Connect your 401(k), Roth IRA, HSA, and taxable brokerage. Assign each holding to a goal—retirement, kids' college, down payment. See on-track/off-track for each, not just a number.

You stay in control. Always

Enrich is read-only. It can't trade, can't move money, can't change anything. When it's time to rebalance, you get a plain-English checklist of what to buy and sell at each broker, and you do it yourself. No sales calls, just tools to help you manage your investments.

Your strategy on autopilot monitoring

Define your allocation rules once—3-fund, factor tilts, FIRE targets. Enrich monitors drift daily against your targets and alerts you when something needs attention. No more manual spreadsheet checks.

What you'll see in the first week

Get alerts so you can stay passive with your portfolio

Drift alert

"Your 60/40 has drifted to 68/32. Here's a one-page checklist to bring it back."

Idle cash

"You're sitting on $8,400 in cash across 3 accounts. Here's exactly where to deploy it."

FIRE date

"At your current savings rate and allocation, you hit your number at 51. Increase contributions by $400/month, and you pull that in by 3 years."

TLH scan

"We found harvestable losses in your taxable account. Here's the trade plan that keeps your factor exposure intact."

Goal Status updates

"The market moves. Get notified if you’re still on track to achieve your goal, and ways to increase your ability to do so.”

Need Answers?

Common questions

Can Enrich make trades or move my money?

No. Enrich is read-only. Enrich connects via Plaid's encrypted, one-way data feeds—the same infrastructure your bank uses. We can see your balances and positions. We cannot place orders, transfer funds, or make any changes to your accounts.

Is this just another net worth dashboard?

No. Unlike Empower or Mint, Enrich understands your strategy—your allocation targets, your goals, your drift bands. It monitors whether your actual portfolio matches your plan and tells you specifically what to fix.

What if I don’t have an investment strategy?

Use Enrich’s library of asset allocation strategies to determine what would be a great fit for each of your financial goals.

Can my employee see my investments?

No. They only get reporting information — anonymized engagement metrics monthly (% activated, accounts connected, NPS), so they determine if they need to perform a renewal.

What if my employer decides to stop sponsoring Enrich, but I want to keep using it?

You can continue to use Enrich for $50/year or $5/month—flat. No percentage of assets. If your employer provides access, it may be free or subsidized. One tax-loss harvest opportunity typically saves more than the annual subscription.