Advizmo. Auto-Invest & Save
Advizmo. Auto-Invest & Save Summary
Advizmo. Auto-Invest & Save is a with in-app purchases iOS app in Finance by Advizmo. Released in Sep 2024 (1 year ago). It has 18 ratings with a 5.00★ (excellent) average. Based on AppGoblin estimates, it reaches roughly 223 monthly active users and generates around $<10K monthly revenue (100% IAP / 0% ads). Store metadata: updated Apr 23, 2026.
Store info: Last updated on App Store on Apr 23, 2026 .
5★
Ratings: 18
Screenshots
App Description
ADVIZMO. AUTOMATED INVESTING & CASH MANAGEMENT
Put your excess cash to work. Advizmo monitors your checking account, identifies funds ready to invest, and invests them in expert-built portfolios that stay tax-optimized year-round with daily tax-loss harvesting and tax-optimized sales when you withdraw.
THE PROBLEM. Idle cash earning nothing in checking. Missed tax-loss optimization. Manually calculating ready-to-invest amounts. Forgetting to rebalance.
WHAT ADVIZMO DOES. Calculates ready-to-invest amounts from your linked accounts. Invests excess cash into expert-built, diversified ETF portfolios. Applies daily tax-loss harvesting that may help offset capital gains. Uses tax-optimized sales when you withdraw. Rebalances with every purchase. Alerts you if checking is short for upcoming bills.
AI FINANCE ASSISTANT. Ask money questions out loud and get instant answers based on your actual financial picture. "How much did I spend on dining last month?" "What's my cash sitting idle?" "Am I on track for my emergency fund?" Educational only, not personalized investment advice.
HYPOTHETICAL ILLUSTRATION (educational, not a prediction). At an assumed 7% gross annual return, $10,000 would hypothetically grow to approximately $13,862 over 5 years, net of the 0.25% advisory fee. The 7% assumption is below historical long-term U.S. equity returns. Actual returns will vary, may be negative, and are not guaranteed.
HOW IT WORKS (illustrative, not actual client results).
1. Connect your accounts securely.
2. Set your target checking balance (e.g., $3,000 for bills).
3. If you have $7,500 and need $3,000 for bills, roughly $4,500 may be identified as ready to invest.
4. Automatic investment into your expert-built, tax-optimized portfolio.
5. Continuous monitoring, rebalancing, and tax-loss strategies.
TWO WAYS TO USE ADVIZMO.
Automated Financial Assistant + Cash Management. Subscription from $2.99 to $14.99/month, or $29.99 to $99.99/year. 30-day free trial. Waived when auto-invest balance reaches $1,000.
Auto-Invest Account. Free to open, no minimums. 0.25% annual advisory fee on invested assets, deducted quarterly in arrears. Custody by Interactive Brokers LLC, member FINRA/SIPC.
Start your 30-day free trial today.
IMPORTANT DISCLOSURES.
Advisory services through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment advisor (SEC File No. 801-133876). R