Meet your new money manager

Chat with your financial advisor on-demand, access powerful robo tools, invest in traditional and alternative assets. See where Pattern can take you.

Request an invitation.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Join the waitlist

Close window

Expert advice &

Top investing tools

The modern financial membership: Tailored advice, tech-enabled plans — all on demand, on your terms.

Sign up for early access

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Join the waitlist

Close window

The authenticity of a human + the autonomy of a robo

Tax planning

Startup equity liquidity

Lending against assets

Traditional RIAs

Robo-advisors

Human advice

Venture capital funds

Traditional stocks

Beautiful UI

Stock option expertise

On-demand chat

End-to-end wealth management

Make yours a lifelong home.

Resources and articles, crafted by Ruby Experts.
No items found.
See all resources

Testimonials

We have so much need for counseling, but we are just so under-resourced.

— Pastor, 1,000-person church in Texas

Our Pastor quit during COVID because he was so burned out from the counseling demands.

— President, 200-person church in Oregon

We have started referring people out for counseling, because we just can't handle the demand.

— Pastor 2,000-person church in suburban New York