Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Established
Not given
Founded
2021
Not given
Based in
DE
Not given
Pricing model
Freemium
Freemium
Pricing
Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months free).
Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
Key features
Portfolio tracking across multiple brokers and asset classes
AI-powered portfolio optimization
Scenario simulations and stress testing
1-year asset forecasts
Dividend tracking and forecasting
Access to 100,000+ stocks and ETFs
30 years of historical asset data
ETF comparison tool
Portfolio benchmarking against indexes
Backtesting tool
Connect financial accounts securely with read-only access
AI-powered financial forecasting and scenario planning
Dedicated CPA for tax planning and filing
Dedicated Financial Planner for retirement and wealth management
Tracks for organizing financial projects and decisions
Estate and beneficiary planning coordination
Multi-state and international tax coverage options
What makes it different
All investments in one unified platform across brokers
AI-powered insights designed for retail investors
Bank-level security with no storage of broker credentials
Institutional-grade models accessible to individual investors
All-in-one: AI software, CPA, and Financial Planner on one integrated team
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