Enrich Finance
We want to help people become financially independent faster
Serving Clients Nationwide
We want to help people become financially independent faster
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About Enrich Finance
Enrich Finance is for passive investors with assets scattered across accounts. Advanced rebalancing, tax optimization, asset location, and ETF overlap analysis—automated portfolio analysis and rebalancing guidance, not a robo-advisor that trades for you.Enrich Finance empowers individuals to take full control of their investments through intelligent automation, transparent insights, and tax-efficient strategies.
We combine financial expertise with simplified portfolio management—from smart rebalancing and goal tracking to real-time performance monitoring. Our mission is to make complex investing accessible, intuitive, and completely within your reach.
See your portfolio across your brokerages, see your true allocation by goal, get alerted when cash is idle and when goals go off track, and receive specific trade instructions for rebalancing and tax-loss harvesting, all for $50/year with no AUM fees.
Why Savvy DIY Investors Choose Enrich
✔️ Mobile-first
Manage every nuance of your investments right from your phone. Enrich is built for real life, so your full portfolio fits in your pocket—always current, always seamless.
✔️ Zero homework, professional-grade insights
Stay confident in your portfolio strategy—no more second-guessing formulas, tracking down errors, or researching advanced optimization. Every calculation updates automatically, with nuanced techniques already built in for you.
✔️ Always active, while you stay passive
Enrich works with Morningstar® and trusted vendors to track changes in markets, fund holdings, and ratings. Enrich gives you clear, actionable trade checklists across every account. No discretionary trading, no model portfolios forced on you—just guidance that fits your own strategy.
✔️ Your strategy, fully customizable
Define your own asset allocation and investment approach—by sector, region, market cap, specific holdings or any rule you choose. Enrich lets you set your own preferences, so you build and manage a portfolio that actually reflects you—not someone else’s one-size-fits all template. Enrich is an advisory and analytics tool, not a robo-advisor or broker. You keep your existing accounts and execute trades yourself.
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View DisclosureWho We Serve
- DIY Investors
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FAQ Disclosures
Enrich Finance, LLC is an SEC-registered investment adviser (CRD #337784). Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
