Investing

Start your search for the perfect investment platform with us. Whether you need help managing your assets or are looking for different platforms to explore, we have options for you!

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Investment Apps

Account Minimum

$100 for Individual Accounts;
$500 for Retirement Accounts

Description

M1 Finance is an intelligent, seamlessly integrated money management platform that puts your financial future in your hands. M1 gives you the freedom to choose the stocks and ETFs that you want in your portfolio, diversify easily with fractional shares, schedule contributions and rebalance with one click, and borrow against your investments.

Account Minimum

$0 for Digital Investing Plan;
$100,000 for Premium Investing Plan

Description

Betterment is a smart money manager and the largest independent online financial advisor that serves one purpose: to help you make the most of your money. Betterment helps you manage your money through cash management, guided investing, and retirement planning.

Account Minimum

$0

Description 

Acorns is a micro-savings app and robo-advisor platform that lets you automatically invest your spare change from everyday purchases, like gas and groceries, while you go about your day. Easily invest in a smart, diversified portfolio built by experts, recommended for you and your long term money goals.

Investing Minimum

$0

Description 

Stash is a personal finance app that can help anyone improve their financial life. From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that helps over 6 million reach their financial goals – all for one low monthly price. In addition to personal brokerage accounts, Stash also offers retirement accounts (Traditional or Roth IRA) and custodial investment accounts—also known as investment accounts for kids under 18 years old. Each of these accounts includes fractional share investing, automated tools, and unlimited advice. Receive a $5 bonus when you sign up for Stash and deposit $5 or more into your Personal Portfolio.

Crypto Investing

Account Minimum

$2

Description

Coinbase is the largest U.S.-based cryptocurrency exchange and a secure online platform for buying, selling, transferring, and storing digital currency. Our mission is to create an open financial system for the world and to be the leading global brand for helping people convert digital currency into and out of their local currency. 

Account Minimum

$0

Description

With a self-directed IRA from Alto®, you can invest your retirement dollars in alternative assets. Alto CryptoIRA® lets you buy and sell more than 150 coins and tokens through an integration with Coinbase—including Bitcoin, Ethereum, Solana and more. Choose between a Roth, traditional, or SEP IRA; transfer funds from an old 401(k), existing IRA, or make a 2022 IRA contribution from a bank account; and make your first trade – with all of the tax advantages of an IRA.

Wealth Management

Account Minimum

$0 for Planning Tools;
$100,000 for Wealth Management

Description

Personal Capital is a digital wealth management company firm that believes everyone deserves to feel confident about their money. It’s our mission to transform people’s financial lives starting with our free, state-of-the-art digital planning tools. Qualified users can combine their free tools with the expertise of human, fiduciary advisors to craft a personalized financial plan.

Retirement / 401(k)

Account Minimum

$0

Description

Blooom is an automated investing tool and robo-advisor that manages 401(k)s and other workplace retirement plans. As an SEC Registered Investment Advisor, blooom is dedicated to changing the way people save for retirement and believes everyone deserves the same expert financial advice previously afforded to only the wealthy. We know saving for retirement is confusing. That’s why blooom starts simply. Our unbiased experts help put your portfolio on the right track—and keep it that way.

Account Minimum

$0 for Self-Directed Accounts

Description

Rocket Dollar is a provider of self-directed retirement accounts for individuals. Through our accounts, our customers are no longer limited to the investments offered by traditional retirement account providers. With a Rocket Dollar account, account holders can invest in anything they want with “checkbook control.” Allowed investments include real estate, private equity, small business and peer to peer lending, and much more.

Real Estate Investing

Account Minimum

$25,000

Description

CrowdStreet is the nation’s largest online real estate investing platform. Register today to get direct access to some of the most sought-after, institutional-quality real estate investment opportunities across the U.S.

Account Minimum

$5,000

Description

EquityMultiple is a commercial real estate investment and technology firm whose mission is to build investor wealth through streamlined access to diverse real estate investment products. To date, EquityMultiple’s investors have participated in over $4 billion in commercial real estate transactions through its online investing platform. The firm pairs innovative technology with real estate experience and industry-leading investor services to offer an unparalleled investing experience.

Account Minimum

$5,000

Description

Streitwise is a real estate investing company that enables investors of all wealth levels the ability to own commercial real estate through an equity REIT. Investors can now access a professionally-managed, tax-advantaged portfolio of real estate assets and earn passive income.

Account Minimum

$500

Description

DiversyFund creates investment funds of high-value private market assets — multifamily real estate — for the everyday investor. With the click of a button, you could own a piece of our fund across multiple properties. Your portfolio will be designed to function with one goal in mind: To grow your net worth like the 1%.

Account Minimum

$10 for Starter Account;
Minimums vary by Account Level

Description

With Fundrise, you can invest in a low-cost, diversified portfolio of institutional-quality real estate. We combine state-of-the-art technology with in-house expertise to reduce fees and maximize your long-term return potential. Real estate has traditionally been one of the most sought-after asset classes for professional investors — now it’s available to you.

Account Minimum

$10

Description

HappyNest is the first real estate investing app that lets you round daily spending for long term savings. Our easy-to-use mobile app removes all of the traditional barriers to investing in commercial real estate with a $10 minimum investment as part of our mission to educate investors about the benefits of having a diversified financial strategy that includes options like real estate investing.

Account Minimum

$5

Description

Landa believes that everyone should have the opportunity to invest in one of the world’s most consistent assets. That’s why we’ve created a platform to lower the barrier to entry, welcoming investors with all levels of capital and experience. Our one-stop shop handles all the functions of property ownership so investors can dip into real estate, even when they’re swamped with other responsibilities.

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