Automate Your Finances and Grow Your Wealth

Automate Your Finances and Grow Your Wealth

Your Automated Personal Finance Assistant

✓ Capture every opportunity for growth.

✓ Handles the math automatically.

✓ Never miss a bill or have an overdraft fee.

✓ Automatically move and invest excess funds.

Tax-Optimized Auto-Investing

✓ Maximize returns with low cost ETF portfolios.

✓ Tax-smart selling reduces your taxes.

✓ Automatically rebalance with every purchase.

✓ No commissions or hidden fees.

Open Free Auto-Invest Account

You live your life and we handle the hard parts of wealth building.
You live your life and we handle the hard parts of wealth building.
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Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.

YOUR MONEY IS PROTECTED
YOUR MONEY IS PROTECTED
YOUR MONEY IS PROTECTED

Do You Have Excess Funds Earning 0% Interest?

This money is not working for you. Every day those funds remain idle is a missed opportunity for growth.

Your checking account isn't designed to build wealth. But Advizmo changes that.

Your checking account isn't designed to build wealth. But Advizmo changes that.

Your checking account isn't designed to build wealth. But Advizmo changes that.

Before Advizmo

No automatic growth

-$200

Lost to inflation annually

Checking Account

$10,000 at 0% APY

After Advizmo

Your Money Working & Tax-optimized

$700

Earned annually

Auto-Invested

$10,000 auto-invested at 7% avg return

Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.

3.70% APY

3.70% APY

30-Day SEC Yield (as of Jan 22, 2026)

Grow your cash with a high-yield money market ETF

Grow your cash with a high-yield money market ETF

✓ TTM (Trailing Twelve Months) Yield: 4.09%
✓ $70.7B AUM
✓ 0.09% Expense Ratio
✓ Monthly Distributions

*As of January 22, 2026. Yields are variable and subject to change. Past performance does not guarantee future results. Not FDIC insured. ETFs are subject to market risk.

Hear what our users have to say.

Real users are feeling confident about their finances, moving money out of 0% interest accounts into investments, and saving time.

Advizmo Is The First App To Have Automated Personal Finance
and Auto-Investing Working Together

Automated Personal Finance

Automated Personal Finance

Advizmo analyzes all your bank accounts daily, identifying excess funds earning 0% interest and automatically moving them to auto-invest. Never miss an opportunity to grow your wealth while staying protected from overdraft fees. No spreadsheets, no guessing, just clear financial insights.

Advizmo analyzes all your bank accounts daily, identifying excess funds earning 0% interest and automatically moving them to auto-invest. Never miss an opportunity to grow your wealth while staying protected from overdraft fees. No spreadsheets, no guessing, just clear financial insights.

Know exactly:

Know exactly:

  • How much you can safely invest so you don't get overdraft fees

  • When checking needs extra cash to pay upcoming bills

  • Where your money should go, Advizmo moves it there automatically

Tax-Optimized
Auto-Investing

Tax-Optimized Auto-Investing

Access expert-built, diversified portfolios with advanced tax optimization. Advizmo handles selling, rebalancing, and wash sale prevention automatically, all from your app.

Access expert-built, diversified portfolios with advanced tax optimization. Advizmo handles selling, rebalancing, and wash sale prevention automatically, all from your app.

Get features that typically cost 1% elsewhere:

Get features that typically cost 1% elsewhere:

  • Automatic rebalancing with every buy

  • Tax optimized selling by tax lot

  • SIPC-protected custody

Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.

Advizmo Does Two Things Really Well

Automated Personal Finance

Advizmo analyzes all your bank accounts daily, identifying excess funds earning 0% interest and alerting you if your checking account is short for upcoming bills. No spreadsheets, no guessing, just clear financial insights.

Know exactly:

  • How much you can safely invest

  • When bills need funding

  • Where your money should go

Tax-Optimized Auto-Investing

Access expert-built, diversified portfolios with advanced tax optimization. Advizmo handles selling, rebalancing, and wash sale prevention automatically, all from your app.

Get features that typically cost 1% elsewhere:

  • Automatic rebalancing

  • Tax-lot optimization

  • SIPC-protected custody

Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.

Every Day You Wait Costs You Money

Don't let your money miss out on opportunities for growth. The longer you wait, the more you stand to lose.
Don't let your money miss out on opportunities for growth. The longer you wait, the more you stand to lose.
Don't let your money miss out on opportunities for growth. The longer you wait, the more you stand to lose.

$350 lost

1 Month of Waiting
6 Month of Waiting
1 Year of Waiting

The real cost of waiting? $700 lost per year per $10,000 in checking, which breaks down to $350 every six months, or about $58 each month.

The real cost of waiting? $700 lost per year per $10,000 in checking, which breaks down to $350 every six months, or about $58 each month.

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Based on $10,000 sitting uninvested in a 0% checking account. That is $700 lost per year in potential returns, or $350 every six months, or about $58 each month.

Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.

Who Benefits Most from Advizmo?

Advizmo is designed for individuals and families who want to take control of their financial future with minimal effort.

Young Professionals

Building wealth while managing student loans and rising expenses with smart, automated investments.

Families

Juggling bills, emergency funds, and saving for the future, all simplified through seamless automation.

DIY Investors

Seeking advanced tax optimization for their portfolio without the high fees of traditional financial advisors.

Who Benefits Most from Advizmo?

Advizmo is designed for individuals and families who want to take control of their financial future with minimal effort.

Young Professionals

Building wealth while managing student loans and rising expenses with smart, automated investments.

Families

Juggling bills, emergency funds, and saving for the future, all simplified through seamless automation.

DIY Investors

Seeking advanced tax optimization for their portfolio without the high fees of traditional financial advisors.

Build Your Safety Net Before You Invest

Advizmo helps you achieve your savings goals, then guides you toward smart investing, in that order.

Your Financial Readiness Without Advizmo

❌ "Do I have enough saved?"
❌ "Should I save or invest?"
❌ Accidentally spending safety net

How Advizmo Helps You Build Financial Security

✅ Clear emergency target you set
✅ We tell you when you're ready to invest
✅ Smart alerts when fund drops below target

Simple, Transparent Pricing

Choose a plan that grows with you. Start for free and upgrade anytime for more features and support

Auto-Investing (optional)
Auto-Investing (optional)

Free to open

Free to open

No monthly fees, no minimums.

Just 0.25% annual advisory fee for assets under management (AUM).*

No monthly fees, no minimums.

Just 0.25% annual advisory fee for assets under management (AUM).*

Automated professional portfolio management

Automated professional portfolio management

✓ Free tax-optimized trading

✓ Free tax-optimized trading

✓ Automatic rebalancing

✓ Automatic rebalancing

✓ Wash sale prevention

✓ Wash sale prevention

✓ Expert-built portfolios in low-cost ETFs

✓ Expert-built portfolios in low-cost ETFs

*That's just $25/year per $10,000 invested. Same as other robo-advisors Wealthfront and Betterment.

*That's just $25/year per $10,000 invested. Same as other robo-advisors Wealthfront and Betterment.

Platform Subscription (optional)

$8.33/mo

$99 billed yearly

Yearly
Monthly

7-day free trial!
Full access to personal finance app.

Transparent pricing. No hidden fees.

✓ Daily account analysis

✓ Bill coverage alerts

✓ Excess fund identification

✓ Unlimited account connections

Professional-grade financial services at a fraction of traditional advisor costs (typically 1%)

Open Free Auto-Invest Account

Open Free Auto-Invest Account

We keep your money and information safe

We keep your money and information safe

✓ Bank level security
✓ 256-bit encryption
✓ Multi-factor authentication
✓ Strict internal access controls - no individual at Advizmo has access to your credentials
✓ We do not share your information with unaffiliated 3rd parties

✓ Bank level security
✓ 256-bit encryption
✓ Multi-factor authentication
✓ Strict internal access controls - no individual at Advizmo has access to your credentials
✓ We do not share your information with unaffiliated 3rd parties

Get Started in 5 Minutes

1

1

Download & Open Your Auto-Invest Account

Get the app and open your brokerage account in minutes. No hidden fees, no account minimums.

Open Your Free Auto-Invest Account

Open Free Account

2

2

Connect Your Accounts and Set Your Preferences

Link your bank accounts securely. Set your target cash balance and risk tolerance. We'll build your tax-optimized portfolio.

Set your target savings balance (emergency fund)

3

3

Watch It Work

Get daily insights and smart alerts. We automatically harvest tax losses, avoid wash sales, and keep your cash on target, all on autopilot.

Wealth building. Active results. Fully automated.

Frequently Asked Questions

Is Advizmo complex to use?

What are the costs?

How does automated rebalancing work?

Can I withdraw funds anytime?

What is tax optimization?

How do I deposit funds?

Is Advizmo complex to use?

What are the costs?

How does automated rebalancing work?

Can I withdraw funds anytime?

What is tax optimization?

How do I deposit funds?

Stop Losing Money in 0% Checking

Start capturing every opportunity for passive income while staying ahead of your bills.

Download on App Store

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Get actionable financial tips and product updates delivered to your inbox.

Financial Automation That Grows Your Wealth

Your Automated Personal Finance Assistant

✓ Capture every opportunity for growth.

✓ Never miss a bill payment.

✓ Daily analysis of all accounts.

Tax-Optimized Auto-Investing

✓ Maximize returns with expert portfolios.

✓ Minimize taxes on every trade.

✓ No commissions or hidden fees

Open Free Auto-Invest Account

You live your life and we handle the hard parts of wealth building.

Hypothetical illustration only. Not a guarantee of future results. The 7% figure represents approximate historical average annual returns for the U.S. stock market over long periods. Actual returns will vary and may be higher or lower. Investing involves risk, including loss of principal. Returns shown before fees and taxes.

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Security Policy

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Terms of Use

Disclosures

Support

Download the Advizmo App:

App Store

Copyright (C) 2025 Advizmo. All rights reserved

Investment advisory services are offered through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment advisor. Brokerage services and custody are provided by Interactive Brokers LLC ("IBKR"), an SEC-registered broker-dealer and member of FINRA/SIPC. IBKR accounts are protected by SIPC up to $500,000 (including $250,000 for cash), with excess SIPC coverage providing up to an additional $30 million per account. Advizmo is not a bank. All investments involve risk, including the possible loss of principal. Please consider your investment objectives, risk tolerance, and Advizmo's fees before investing. Past performance does not guarantee future results. Securities products are: Not FDIC insured • Not bank guaranteed • May lose value. For more information, see our Form CRS, Form ADV Part 2A, and Disclosures. Check IBKR's background on FINRA's BrokerCheck. © 2025 TalkAboutHealth, Inc. DBA Advizmo.

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Follow us on:

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Security Policy

Privacy Policy

Terms of Use

Disclosures

Support

Download the Advizmo App:

App Store

Copyright (C) 2025 Advizmo. All rights reserved

Investment advisory services are offered through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment advisor. Brokerage services and custody are provided by Interactive Brokers LLC ("IBKR"), an SEC-registered broker-dealer and member of FINRA/SIPC. IBKR accounts are protected by SIPC up to $500,000 (including $250,000 for cash), with excess SIPC coverage providing up to an additional $30 million per account. Advizmo is not a bank. All investments involve risk, including the possible loss of principal. Please consider your investment objectives, risk tolerance, and Advizmo's fees before investing. Past performance does not guarantee future results. Securities products are: Not FDIC insured • Not bank guaranteed • May lose value. For more information, see our Form CRS, Form ADV Part 2A, and Disclosures. Check IBKR's background on FINRA's BrokerCheck. © 2025 TalkAboutHealth, Inc. DBA Advizmo.

Logo

Follow us on:

Icon
Icon
Icon
Icon
Icon
Icon
Icon

Security Policy

Privacy Policy

Terms of Use

Disclosures

Support

Download the Advizmo App:

App Store

Copyright (C) 2025 Advizmo. All rights reserved

Investment advisory services are offered through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment advisor. Brokerage services and custody are provided by Interactive Brokers LLC ("IBKR"), an SEC-registered broker-dealer and member of FINRA/SIPC. IBKR accounts are protected by SIPC up to $500,000 (including $250,000 for cash), with excess SIPC coverage providing up to an additional $30 million per account. Advizmo is not a bank. All investments involve risk, including the possible loss of principal. Please consider your investment objectives, risk tolerance, and Advizmo's fees before investing. Past performance does not guarantee future results. Securities products are: Not FDIC insured • Not bank guaranteed • May lose value. For more information, see our Form CRS, Form ADV Part 2A, and Disclosures. Check IBKR's background on FINRA's BrokerCheck. © 2025 TalkAboutHealth, Inc. DBA Advizmo.