Carl invited you to join WealthBar! Invest $5000 and you both get $50.

Whether you've got $1,000 or $1 million, we make accessing professionally managed investments and financial advice ridiculously easy.

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Get a professionally managed portfolio in minutes.

Invest in thousands of companies from around the world, ⁠all professionally selected and managed to help grow your money.

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Advice worth listening to.

Get advice, not a sales pitch, from a Certified Financial Planner® included. We'll tailor your financial plan to your needs, not ours.

Smarter technology, smarter savings.

Build better savings habits with our easy automated savings and investment app. Check in on your investments and get financial advice right from your phone.

Low fees. Happy wallets.

With fees that are less than 1/2 of a typical mutual fund, more of your money stays invested.

WealthBar $171,153
Typical mutual fund $133,193
Save $37,960 d'économies ! more!
Time invested: 30 years

The mutual fund results assume an average cost of investing in mutual funds of 1.93%. The WealthBar results assume WealthBar's management fee plus the 0.25% MER of our Balanced ETF portfolio.

The graph assumes both have a 7% rate of return before fees and a 2% rate of inflation. This illustration is for fee comparison purposes and not a representation of actual future investment performance.

†: Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios – Strategic Insights, June 2019

Robo-advisor convenience for time-crunched human beings.

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We'll match you to the right investment.

We'll help you find the right account type and investment portfolio for your goals.

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We take care of the day-to-day.

We manage and balance your portfolio for you — so you can spend more time doing… well, anything.

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Feel confident about your future.

Stay connected to your money and get financial advice right from our easy-to-use mobile app or website.

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