Enrich Finance is unclaimed —

Enrich Finance

Portfolio intelligence for DIY investors·enrichfinance.com

Enrich is a portfolio tracking and rebalancing app for DIY investors who manage multiple brokerage accounts and financial goals. It connects read-only to brokerage and bank accounts via Plaid (11,000+ institutions) or accepts manually entered holdings, then shows a unified view of true asset allocation using Morningstar fund look-through data. It surfaces allocation drift, idle cash, and tax-loss-harvesting opportunities as plain-English trade checklists that the user reviews and executes themselves; the app never takes custody of assets or places trades. Enrich Finance, LLC is an SEC-registered investment adviser and charges a flat subscription with no assets-under-management fees.

What it's for

Tracking investments across multiple brokerages in one unified viewAssigning holdings to specific financial goals (retirement, 529, home down payment)Setting and monitoring a target asset allocation per goalGetting alerts for allocation drift, idle cash, and tax-loss-harvesting opportunitiesReceiving plain-English trade checklists to rebalance without an advisorComparing portfolio metrics against benchmarks

Features 18

Allocation drift alerts
Asset location-based tax optimization recommendations
Custom allocation rules by sector, geography, market cap, style, credit quality
End-to-end encryption of account data
Goal progress calculator and tracker
Goal-based portfolio organization (retirement, 529, home down payment, etc.)
Idle cash alerts
Library of 90+ investment allocation strategies
Manual holdings entry by ticker and share count
Plain-English trade checklists for rebalancing
Portfolio analytics against benchmarks
Read-only brokerage and bank account connections via Plaid (11,000+ institutions)
Read-only rebalance suggestions (user executes trades)
Referral program for extra free months
SOC 2 Type I certified data handling
Target asset allocation per goal
Tax-loss harvesting alerts
True asset allocation view with Morningstar fund look-through

At a glance

free trial

TypeMobile app

DeploymentCloud

PlatformsiOS

ForDIY investors, Investors running multi-account, goal-based portfolios, High-income professionals pursuing financial independence

CompanyEnrich Finance, LLC · 2024

Integrations

PlaidMorningstar

Complianceself-reported

SOC 2 Type ISEC-registered investment adviser

Pricing

Purchases made through Apple Pay cost $7/month or $65/year instead, to cover Apple's App Store fee. Free trial available with no credit card required. A referral program grants extra free months to both the referrer and the referred user.

Monthly plan$5/mo

$7/month when purchased through Apple Pay, to cover Apple's App Store fee.

Unlimited accounts and goals

Annual plan$4.17/mo · billed annually

Most popular; saves 16% versus monthly billing. $65/year when purchased through Apple Pay, to cover Apple's App Store fee.

Unlimited accounts and goals

Annual plan saves 16% compared to paying monthly.