Pattern gives you on-demand access to real financial experts, and a powerful robo-platform. From tax optimization to lucrative diversification, we got you. Let’s put your money to work.
Top 1,000 waitlist customers receive early access and the first year fee-free.
The modern financial membership: Tailored advice, tech-enabled plans — all on demand, on your terms.
A modern way to manage your money. Premium financial tools, AI-powered financial plans, and real-time access to financial experts.
The modern financial partner for high earners
All the powerful robo-tools you love and then some
Optimize for taxes, stock options, and more
Your team of financial experts, personalized to you
Get answers and advice-on-demand, on your terms
Access to lucrative diversification — traditional & alternative assets
Tax planning
Startup equity liquidity
Lending against assets
Alternative & traditional asset access
Hands-on advice
Tax optimization
Startup equity liquidity
Lending against assets
Beautiful UI
24/7 chat
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.
Exclusive waitlist of 500 people.
Up to $100,000 of deposit.
Exclusive waitlist of 1,000 people.
Pattern Financial will launch in late 2021.
