A modern financial benefit employees love

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

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Attract and retain your employees

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

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