Advizmo: Invest Excess Funds
Advizmo: Invest Excess Funds Summary
Advizmo: Invest Excess Funds is a with in-app purchases iOS app in Finance by Advizmo. Released in Sep 2024 (1 year ago). It has 16 ratings with a 5.00★ (excellent) average. Based on AppGoblin estimates, it reaches roughly 209 monthly active users and generates around $<10K monthly revenue (100% IAP / 0% ads). Store metadata: updated Mar 25, 2026.
Recent activity: 2.00 new ratings this week View trends →
Store info: Last updated on App Store on Mar 25, 2026 .
5★
Ratings: 16
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App Description
ADVIZMO: AUTOMATED INVESTING & CASH MANAGEMENT TO GROW YOUR WEALTH
We are an SEC-registered investment advisor that automatically monitors your money, identifies excess funds, and invests in tax-optimized portfolios, so you can stop leaving money on the table.
THE PROBLEM:
- Cash earning 0% in checking
- Missing out on tax-loss optimization opportunities
- Manually calculating safe-to-invest amounts every payday
- Forgetting to rebalance portfolios
THE SOLUTION:
Advizmo handles everything automatically
WHAT MAKES ADVIZMO DIFFERENT:
Most people have thousands sitting idle in checking. The average user has $10,000+ in excess funds earning nothing.
Advizmo is the only platform that monitors your checking account in real-time, identifies exactly how much is safe to invest based on your upcoming bills, and automatically invests the excess. Our tax-loss optimization and rebalancing strategies can save you thousands in taxes while ensuring every dollar works harder for you.
WHAT ADVIZMO DOES:
- Monitors all your accounts and calculates safe-to-invest amounts for you
- Identifies excess cash in your checking account
- Automatically invests in professionally designed, diversified portfolios
- Makes tax-optimized sales to reduce your tax bill
- Rebalances your portfolio with every purchase
- Alerts you if checking is short for upcoming bills
Every day your excess cash sits idle costs you money. At 5% returns, $10,000 in excess funds could grow to $12,763 in 5 years, money you're leaving on the table today. Start your 7-day free trial today.
HOW IT WORKS:
1. Connect your accounts securely – Link your checking and investment accounts
2. Set your target checking balance – For example, $3,000 to cover bills and emergencies
3. We identify excess funds – Advizmo sees you have $7,500 and determines $4,500 is safely investable after analyzing upcoming bills
4. Automatic investment – That $4,500 gets invested in your tax-optimized portfolio
5. Continuous optimization – We monitor, rebalance, and optimize tax losses automatically
TWO WAYS TO USE ADVIZMO:
Automated Financial Assistant + Cash Management:
- $14.99/month or $99.99/year
- Monitors all accounts, identifies excess funds, alerts on low balances
- 7-day free trial
- Perfect if you want monitoring without automatic investing
Auto-Invest Account (Investment Advisory):
- FREE to open, no minimums
- 0.25%