Invest in Your Employees’ Wealth—Do Better Together

WealthMore makes it easy for employers to offer a financial wellness solution and community that meets the needs of every employee.

Investors with wealth advisors do better

Give you employees the benefit of advice

Own your own premier community of wealth builders (e.g. #TeamUs,

Community is FREE

Offer our expertly designed, advisor led investment portfolios

Offer the benefit of messaging, chatting, talking to your wealth advisor at any time

How it works

Step 1: Download the app

Community is FREE

All employees are welcome to join your unique community (e.g. #TeamUs) and all other WealthMore groups.

Available on Apple and Android

Takes less than 5 minutes to open an account

Step 2: A solution for every member of your workforce

Special Pricing Available. Book a demo call to learn more.

Community Free

  • Join the wealth community led by wealth advisors

  • Get access to all our advisor led groups (e.g. #womenwhowealth, #firstgenwealth, #menwhowealth, #homeownership, #retirement planning).

  • Use our exclusive Wealth Plan tool to stay on top of your goals.

  • Get insights, updates, events, and more from our wealth advisors.

  • Easily upgrade to Invest+ or Premium Advice+ ay any time

Invest+

  • Designed for investors. Get all Community Free benefits plus invest and and work 1:1 with a wealth advisor

  • Advice on demand. Message, text, chat, call your wealth advisors whenever you need to.

  • Invest in our advisor led, expertly designed investment portfolios

  • Financial planning support from home buying, taxes, estate planning, insurances, college planning, to retirement planning, and more

  • Invest+ is $300/year, account minimum $5,000

Premium Advice+

  • Designed for investors with holistic investing and financial planning needs

    Invest+ benefits, plus:

  • Work 1:1 with your own dedicated wealth advisor

  • All your investment accounts in one place; link your external accounts right in the mobile app

  • Advice on all your investment accounts; that includes individual and workplace accounts, e.g. 401(K)s and more

  • Premium Advice is $1,500/year, account minimum $30,000

Step 3: Enjoy benefits designed for every stage

Stay connected to a community of wealth builders.

Invest with the benefit of advice

Investors with wealth advisors do better

Investors with

Advisors Do

2X Better*

*Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.