Audience
Fintech, Finance, investing, financial planning, wealth management, wealth tech, collaborative finances, shared finances, personal finances
About Plenty
Plenty is where couples invest and plan for the future. Plenty automates investment strategies and goals-based financial planning. Founded in 2022 by Emily Luk and Channing Allen, the two came together to bridge the wealth gap and make wealth building accessible to everyday Americans.
Other Popular Alternatives & Related Software
Morningstar Advisor Workstation
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow.
Learn more
Monarch Money
Monarch Money is a modern personal finance app that simplifies managing your money by connecting all your accounts into one clear dashboard. It helps users track spending, create flexible budgets, plan financial goals, and monitor net worth effortlessly. The platform allows collaboration with partners or financial advisors at no extra cost, making joint money management easy and transparent. Monarch automatically categorizes transactions and detects recurring subscriptions to help control spending. It offers customizable charts and reports to visualize financial trends and progress toward goals. Available on web, iOS, and Android, Monarch keeps your finances synced and accessible anytime, anywhere.
Learn more
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes.
Learn more
Maybe
All the interactive tools and calculators you need to visualize and navigate your financial journey. See how much your 401k balance and payout amount in retirement will work for you. See how long your savings will last by accounting for your monthly expenses and savings growth rate. Calculate the return on your investments and evaluate the gain or loss. See how to easily plan your loans and understand your repayment schedule. Understand how inflation is impacting an asset’s future price and your future buying power. See how your investments grow over time by earning interest on interest and letting your money work for you. Jargon-free, in-depth articles on everything you need to know about personal finance and wealth management. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee. Join the waitlist to get notified when a hosted version of the app is available.
Learn more
Integrations
No integrations listed.
Company Information
Plenty
Founded: 2022
United States
www.withplenty.com
Videos and Screen Captures
Other Useful Business Software
Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online