Financial Automation That Grows Your Wealth
Financial Automation That Grows Your Wealth
Your Automated Personal Finance Assistant
✓ Capture every opportunity for growth.
✓ Never miss a bill payment.
✓ Daily analysis of all accounts.
Tax-Optimized Auto-Investing
✓ Maximize returns with low cost ETF portfolios.
✓ Tax optimization with every trade.
✓ No commissions or hidden fees
You live your life and we handle the hard parts of wealth building.
You live your life and we handle the hard parts of wealth building.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
YOUR MONEY IS PROTECTED
YOUR MONEY IS PROTECTED
YOUR MONEY IS PROTECTED
Do You Have Excess Funds Earning 0% Interest?
Do You Have Excess Funds Earning 0% Interest?
This money is not working for you. Every day those funds remain idle is a missed opportunity for growth.
This money is not working for you. Every day those funds remain idle is a missed opportunity for growth.
Your checking account isn't designed to build wealth. But Advizmo changes that.
Your checking account isn't designed to build wealth. But Advizmo changes that.
Your checking account isn't designed to build wealth. But Advizmo changes that.
Before Advizmo
Before Advizmo
No automatic growth
No automatic growth
-$200
-$200
Lost to inflation annually
Lost to inflation annually
Checking Account
Checking Account
$10,000 at 0% APY
$10,000 at 0% APY
After Advizmo
After Advizmo
Your Money Working & Tax-optimized
Your Money Working & Tax-optimized
$700
$700
Earned annually
Earned annually
Auto-Invested
Auto-Invested
$10,000 auto-invested at 7% avg return
$10,000 auto-invested at 7% avg return
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Hear what our users have to say.
Hear what our users have to say.
Real users are feeling confident about their finances, moving money out of 0% interest accounts into investments, and saving time.
Real users are feeling confident about their finances, moving money out of 0% interest accounts into investments, and saving time.
I used to dread figuring out my finances every month. Now Advizmo does it for me and shows me better places for my money. I moved my extra cash out of checking where it was earning 0% interest and into better accounts.
A.R.
NY, NY
I used to leave too much money sitting in checking because I didn’t want to mess things up. Advizmo gave me the confidence to move money out of checking into high interest savings and other options. I am young, but I want to plan ahead for retirement.
L.R.
Austin, TX
I never really knew what to do with my money after payday. Advizmo helps me move it to better financial options, and now my money is working harder for me. It feels good to have my money working for me instead of the other way around.
D.R.
Gainesville, FL
Advizmo helped me automate making investments. I would never actually make investments because there were so many steps. Simple setup, clear insights, and real growth I can see.
A.C.
Boston, MA
I love how Advizmo invests automatically. It tells me what I need to invest, and then does it for me.
D.C.
San Diego, CA
I used to dread figuring out my finances every month. Now Advizmo does it for me and shows me better places for my money. I moved my extra cash out of checking where it was earning 0% interest and into better accounts.
A.R.
NY, NY
I used to leave too much money sitting in checking because I didn’t want to mess things up. Advizmo gave me the confidence to move money out of checking into high interest savings and other options. I am young, but I want to plan ahead for retirement.
L.R.
Austin, TX
I never really knew what to do with my money after payday. Advizmo helps me move it to better financial options, and now my money is working harder for me. It feels good to have my money working for me instead of the other way around.
D.R.
Gainesville, FL
Advizmo helped me automate making investments. I would never actually make investments because there were so many steps. Simple setup, clear insights, and real growth I can see.
A.C.
Boston, MA
I love how Advizmo invests automatically. It tells me what I need to invest, and then does it for me.
D.C.
San Diego, CA
Advizmo Is The First App To Have Automated Personal Finance
and Auto-Investing Working Together
Automated Personal Finance
Automated Personal Finance
Advizmo analyzes all your bank accounts daily, identifying excess funds earning 0% interest and alerting you if your checking account is short for upcoming bills. No spreadsheets, no guessing, just clear financial insights.
Advizmo analyzes all your bank accounts daily, identifying excess funds earning 0% interest and alerting you if your checking account is short for upcoming bills. No spreadsheets, no guessing, just clear financial insights.
Know exactly:
Know exactly:
How much you can safely invest so you don't get overdraft fees
When checking needs extra cash to pay upcoming bills
Where your money should go
Tax-Optimized
Auto-Investing
Tax-Optimized Auto-Investing
Access expert-built, diversified portfolios with advanced tax optimization. Advizmo handles selling, rebalancing, and wash sale prevention automatically, all from your app.
Access expert-built, diversified portfolios with advanced tax optimization. Advizmo handles selling, rebalancing, and wash sale prevention automatically, all from your app.
Get features that typically cost 1% elsewhere:
Get features that typically cost 1% elsewhere:
Automatic rebalancing with every buy
Tax optimized selling by tax lot
SIPC-protected custody
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Advizmo Does Two Things Really Well
Automated Personal Finance
Advizmo analyzes all your bank accounts daily, identifying excess funds earning 0% interest and alerting you if your checking account is short for upcoming bills. No spreadsheets, no guessing, just clear financial insights.
Know exactly:
How much you can safely invest
When bills need funding
Where your money should go
Tax-Optimized Auto-Investing
Access expert-built, diversified portfolios with advanced tax optimization. Advizmo handles selling, rebalancing, and wash sale prevention automatically, all from your app.
Get features that typically cost 1% elsewhere:
Automatic rebalancing
Tax-lot optimization
SIPC-protected custody
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Every Day You Wait Costs You Money
Every Day You Wait Costs You Money
Don't let your money miss out on opportunities for growth. The longer you wait, the more you stand to lose.
Don't let your money miss out on opportunities for growth. The longer you wait, the more you stand to lose.
Don't let your money miss out on opportunities for growth. The longer you wait, the more you stand to lose.
$350 lost
1 Month of Waiting
6 Month of Waiting
1 Year of Waiting
$350 lost
1 Month of Waiting
6 Month of Waiting
1 Year of Waiting
The real cost of waiting? $700 lost per year per $10,000 in checking, which breaks down to $350 every six months, or about $58 each month.
The real cost of waiting? $700 lost per year per $10,000 in checking, which breaks down to $350 every six months, or about $58 each month.
Based on $10,000 sitting uninvested in a 0% checking account. That is $700 lost per year in potential returns, or $350 every six months, or about $58 each month.
Based on $10,000 sitting uninvested in a 0% checking account. That is $700 lost per year in potential returns, or $350 every six months, or about $58 each month.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Who Benefits Most from Advizmo?
Advizmo is designed for individuals and families who want to take control of their financial future with minimal effort.
Young Professionals
Building wealth while managing student loans and rising expenses with smart, automated investments.
Families
Juggling bills, emergency funds, and saving for the future, all simplified through seamless automation.
DIY Investors
Seeking advanced tax optimization for their portfolio without the high fees of traditional financial advisors.
Who Benefits Most from Advizmo?
Advizmo is designed for individuals and families who want to take control of their financial future with minimal effort.
Young Professionals
Building wealth while managing student loans and rising expenses with smart, automated investments.
Families
Juggling bills, emergency funds, and saving for the future, all simplified through seamless automation.
DIY Investors
Seeking advanced tax optimization for their portfolio without the high fees of traditional financial advisors.
Build Your Safety Net Before You Invest
Build Your Safety Net Before You Invest
Advizmo helps you achieve your savings goals, then guides you toward smart investing, in that order.
Advizmo helps you achieve your savings goals, then guides you toward smart investing, in that order.
Your Financial Readiness Without Advizmo
Your Financial Readiness Without Advizmo
❌ "Do I have enough saved?"
❌ "Do I have enough saved?"
❌ "Should I save or invest?"
❌ "Should I save or invest?"
❌ Accidentally spending safety net
❌ Accidentally spending safety net
How Advizmo Helps You Build Financial Security
How Advizmo Helps You Build Financial Security
✅ Clear emergency target you set
✅ Clear emergency target you set
✅ We tell you when you're ready to invest
✅ We tell you when you're ready to invest
✅ Smart alerts when fund drops below target
✅ Smart alerts when fund drops below target
Simple, Transparent Pricing
Simple, Transparent Pricing
Choose a plan that grows with you. Start for free and upgrade anytime for more features and support
Auto-Investing
Auto-Investing
Free to open
Free to open
No monthly fees, no minimums.
Just 0.25% annual advisory fee (Assets Under Management) on managed assets.*
No monthly fees, no minimums.
Just 0.25% annual advisory fee (Assets Under Management) on managed assets.*
Automated professional portfolio management
Automated professional portfolio management
✓ Free tax-optimized trading
✓ Free tax-optimized trading
✓ Automatic rebalancing
✓ Automatic rebalancing
✓ Wash sale prevention
✓ Wash sale prevention
✓ Expert-built portfolios in low-cost ETFs
✓ Expert-built portfolios in low-cost ETFs
*That's just $25/year per $10,000 invested. Same as other robo-advisors Wealthfront and Betterment.
*That's just $25/year per $10,000 invested. Same as other robo-advisors Wealthfront and Betterment.
Platform Subscription
$8.33/mo
$99 billed yearly
Yearly
Monthly
7-day free trial!
Full access to personal finance app.
Transparent pricing. No hidden fees.
✓ Daily account analysis
✓ Bill coverage alerts
✓ Excess fund identification
✓ Unlimited account connections
Platform Subscription
$8.33/mo
$99 billed yearly
Yearly
Monthly
7-day free trial!
Full access to personal finance app.
Transparent pricing. No hidden fees.
✓ Daily account analysis
✓ Bill coverage alerts
✓ Excess fund identification
✓ Unlimited account connections
Platform Subscription
$8.33/mo
$99 billed yearly
Yearly
Monthly
7-day free trial!
Full access to personal finance app.
Transparent pricing. No hidden fees.
✓ Daily account analysis
✓ Bill coverage alerts
✓ Excess fund identification
✓ Unlimited account connections
Professional-grade financial services at a fraction of traditional advisor costs (typically 1%)
Frequently Asked Questions
Is Advizmo complex to use?
What are the costs?
How does automated rebalancing work?
Can I withdraw funds anytime?
What is tax optimization?
How do I deposit funds?
Is Advizmo complex to use?
What are the costs?
How does automated rebalancing work?
Can I withdraw funds anytime?
What is tax optimization?
How do I deposit funds?
Is Advizmo complex to use?
What are the costs?
How does automated rebalancing work?
Can I withdraw funds anytime?
What is tax optimization?
How do I deposit funds?
Stop Losing Money in 0% Checking
Start capturing every opportunity for passive income while staying ahead of your bills.
Financial Automation That Grows Your Wealth
Your Automated Personal Finance Assistant
✓ Capture every opportunity for growth.
✓ Never miss a bill payment.
✓ Daily analysis of all accounts.
Tax-Optimized Auto-Investing
✓ Maximize returns with expert portfolios.
✓ Minimize taxes on every trade.
✓ No commissions or hidden fees
You live your life and we handle the hard parts of wealth building.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.
Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.