The World's Smartest Financial Assistant

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.

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.

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.

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

3.70% APY

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

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.

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

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.

I used to dread figuring out my finances every month. Now Advizmo does it for me and shows me better places for my money. I moved my extra cash out of checking where it was earning 0% interest and into better accounts.
A.R.
NY, NY
I used to leave too much money sitting in checking because I didn’t want to mess things up. Advizmo gave me the confidence to move money out of checking into high interest savings and other options. I am young, but I want to plan ahead for retirement.
L.R.
Austin, TX
I never really knew what to do with my money after payday. Advizmo helps me move it to better financial options, and now my money is working harder for me. It feels good to have my money working for me instead of the other way around.
D.R.
Gainesville, FL
Advizmo helped me automate making investments. I would never actually make investments because there were so many steps. Simple setup, clear insights, and real growth I can see.
A.C.
Boston, MA
I love how Advizmo invests automatically. It tells me what I need to invest, and then does it for me.
D.C.
San Diego, CA

I used to dread figuring out my finances every month. Now Advizmo does it for me and shows me better places for my money. I moved my extra cash out of checking where it was earning 0% interest and into better accounts.
A.R.
NY, NY
I used to leave too much money sitting in checking because I didn’t want to mess things up. Advizmo gave me the confidence to move money out of checking into high interest savings and other options. I am young, but I want to plan ahead for retirement.
L.R.
Austin, TX
I never really knew what to do with my money after payday. Advizmo helps me move it to better financial options, and now my money is working harder for me. It feels good to have my money working for me instead of the other way around.
D.R.
Gainesville, FL
Advizmo helped me automate making investments. I would never actually make investments because there were so many steps. Simple setup, clear insights, and real growth I can see.
A.C.
Boston, MA
I love how Advizmo invests automatically. It tells me what I need to invest, and then does it for me.
D.C.
San Diego, CA

YOUR MONEY IS PROTECTED

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.

Your money, on autopilot

Two tools, each powerful on their own. Use one or both and only pay for what you need.

Skip the subscription. Just invest.

Deposit $1,000+ and your platform subscription is waived. One simple fee of 0.25% AUM, the same as Wealthfront and Betterment.

Automated Investing

Auto-Invest

Free to start

No monthly fees, no minimums.

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

Automated professional portfolio management

✓ Excess cash invested automatically

✓ Auto-pull back if checking runs short

✓ Tax-optimized selling & wash sale prevention

✓ Auto rebalancing with every purchase

✓ Expert-built portfolios in low-cost ETFs

✓ No commissions or hidden fees

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

Cash Management & Insights

Platform Subscription

Goals
AI Chat
Alerts
AI Insights

Free

with $1K+ Auto-Invest balance

$3/mo

or $30/year · Cancel anytime

✓ Identifies excess funds & upcoming bills

✓ Checking-short alerts & daily monitoring

✓ Smart recommendations for moving money

✓ Spending patterns & cash flow analysis

✓ AI-powered insights & savings strategies

✓ Net worth tracking & budgeting

How Pricing Works: Pick One or Both

Platform only

$3/mo

or $30/year

Auto-Invest only

0.25% AUM

(no platform fee)

Both (under $1K balance)

$30/yr +
0.25% AUM

BEST DEAL

Both ($1K+ balance)

0.25% AUM only

(platform fee waived)

Open Free Auto-Invest Account

SEC-Registered Investment Adviser

Download on App Store

Same 0.25% rate as Wealthfront and Betterment, but better.

They stop at portfolio management. Advizmo automates the entire journey from paycheck to portfolio, and gives you smarter tax-optimized selling when you need your money back.

💰 Paycheck → Portfolio automated

📉 Tax-optimized selling when you need funds

🔔 Bill monitoring &
shortage alerts

Same rate. More automation. Smarter tax optimization.

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

Get Started in 5 Minutes

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

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

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

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

The World's Smartest Financial Assistant

The World's Smartest Financial Assistant

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.

Do You Have Excess Funds Earning 0% Interest?

Before Advizmo

-$200

Checking Account

After Advizmo

$700

Auto-Invested

3.70% APY

3.70% APY

Grow your cash with a high-yield money market ETF

Grow your cash with a high-yield money market ETF

Build Your Safety Net Before You Invest

Your Financial Readiness Without Advizmo

❌ "Do I have enough saved?"

❌ "Do I have enough saved?"

❌ "Do I have enough saved?"

❌ "Should I save or invest?"

❌ "Should I save or invest?"

❌ "Should I save or invest?"

❌ Accidentally spending safety net

❌ Accidentally spending safety net

❌ Accidentally spending safety net

How Advizmo Helps You Build Financial Security

✅ Clear emergency target you set

✅ Clear emergency target you set

✅ Clear emergency target you set

✅ We tell you when you're ready to invest

✅ We tell you when you're ready to invest

✅ We tell you when you're ready to invest

✅ Smart alerts when fund drops below target

✅ Smart alerts when fund drops below target

✅ Smart alerts when fund drops below target

Hear what our users have to say.

YOUR MONEY IS PROTECTED

YOUR MONEY IS PROTECTED

YOUR MONEY IS PROTECTED

Who Benefits Most from Advizmo?

Young Professionals

Families

DIY Investors

Your money, on autopilot

MOST POPULAR

Skip the subscription. Just invest.

Auto-Invest

Free to start

Free to start

Platform Subscription

Free

$3/mo

How Pricing Works: Pick One or Both

$3/mo

or $30/year

0.25% AUM

(no platform fee)

$30/yr +0.25% AUM

0.25% AUM only

(platform fee waived)

Same 0.25% rate as Wealthfront and Betterment, but better.

We keep your money and information safe

We keep your money and information safe

Get Started in 5 Minutes

1

1

2

2

3

3

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?

$30/yr +
0.25% AUM