Enrich: Smart Finance Tracker

Smarter DIY Investing for Passive Investors
You’re serious about optimizing your portfolio—but you don’t want the hassle of updating spreadsheets, while ensuring they capture the nuances of taxes and investing. Enrich is built for passive DIY investors who already have a strategy and want to connect, manage, and grow their investments with less manual work and less headaches.

What You Get
- Connect brokerage accounts like Fidelity, Schwab, Robinhood, or Vanguard instantly
- Set financial goals—home, retirement, college, anything you want
- Link investments across brokerages directly to those goals for easy tracking
- Customize allocations for each goal with scenario planning
- Get alerts to rebalance, harvest tax losses, or respond to interest rate changes
- Privacy-first platform: SOC 2 certified, your data, your control
- Mobile-first access so you’re always in the loop

Who We’re For
- Millennial and Gen Z investors who know their allocation strategy
- Investors obsessed with maximizing ROI and minimizing hassle
- Individuals who want full control but crave automation for tedious portfolio updates
- Those fed up with spreadsheets, manual math, and unreliable advisor fees

Why You’ll Love It
- Rebalancing made easy—follow guidance, and always keep final control
- Tax optimization alerts help you effectively allocate
- Customized asset allocation for every goal, not just one-size-fits-all
- Enrich works in the background, so you stay passive
- Learn, adjust, and track your goals

Built by DIY Investors, for DIY Investors
Enrich is designed with real investor feedback: it’s built for those who want to optimize, not just keep tabs. It’s power where you want it, automation where you don’t.

Try Enrich today—ditch spreadsheets, take control, and join the next generation of DIY investors who demand more from their tools