What kind of people do you work with?
We help first-time investors, students, freelancers, and anyone looking to take control of their finances—no experience required.
Is there a cost for the consultation?
Nope. The first consultation is completely free. It’s our way of helping you get started with confidence.
Do I need a lot of money to get started?
Not at all. Many of our users start with small amounts. Our goal is to help you build good habits early and grow from there.
How are you different from other financial services?
We focus on education, personalization, and simplicity. No sales pitches—just straight-up help from finance students and CFA candidates who get it.