Drop your advisor & their 1% fees

Meet Pattern, the financial management platform for everyone. Our advisors don’t care about how much you start with. It’s all about how your finish.  First-class experience, economy prices.

Sign up for early access.

Top 1,000 waitlist customers receive early access and the first year fee-free.

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Expert advice &

Top investing tools

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

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A new type of robo-advisor with a human layer.

A modern way to manage your money. Premium financial tools, AI-powered financial plans, and real-time access to financial experts.

Put your money to work.

A Fresh Approach

The modern financial partner for high earners

Killer Platform

All the powerful robo-tools you love and then some

Specialized Expertise

Optimize for taxes, stock options, and more

Real, Tailored Advice

Your team of financial experts, personalized to you

On-Demand Access

Get answers and advice-on-demand, on your terms

Alternative Asset Access

Access to lucrative diversification — traditional & alternative assets

We're the best of both worlds, and then some.

Tax planning

Startup equity liquidity

Lending against assets

Traditional RIAs

Robo-advisors

Alternative & traditional asset access

Hands-on advice

Tax optimization

Startup equity liquidity

Lending against assets

Beautiful UI

24/7 chat

Make yours a lifelong home.

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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

We’re here to help you achieve your financial goals & grow your wealth.

The status-quo has reigned for too long.
Advisors targeting older clients.
Robo-advisors that don’t do it all.

Maybe that’s why only 36% of Americans think they are financially prepared for the future according to the Federal Reserve.

So we’re building Pattern — a new type of robo-advisor with a human layer built-in.

It’s the best of both worlds.

Launching late 2021. Sign up for early access.

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Exclusive waitlist of 500 people.
Up to $100,000 of deposit.

Exclusive waitlist of 1,000 people.

* - According to AdvisorHQ's 2020 survey where typical fees of 1.15% are on investment accounts with balances $750,001-$1,000,000.