It's a great product It's a great product. Has helped my wife and I make financial goals together and then automates our investing where we can passively watch our savings unlock bigger purchases (e.g. Disney trip, car down payment, etc.) WITHOUT loading up the credit cards. The website is also very simple to use and less clunky than other financial service offerings out there. Highly recommend.

An increasingly satisfied early user I was an early user, and from the start I've been impressed by both the user experience and the exceptional team that makes this platform do its thing. Setting up and managing investments is as straightforward as the design. Any questions I've had have been handled quickly and with above-and-beyond support. And though I don't take advantage of the joint management feature, I still feel this tool is incredibly valuable as a single investor and manager of my home finances.

Finally, a helpful financial planning & savings app! Plenty has helped my partner and I with investing and financial planning in a way that no other app has! I've long had the basic question, "How much do I need to save to hit this goal?" No other app has helped me answer that question well. - Some apps could help me invest the money but wouldn't tell me how much to invest - Some apps could provide simple basic projections, but not factor in life events like getting married, relocating, saving for a down payment, or having a child - Some apps could help with budgeting (like historical analysis), but not with financial planning Plenty helps answer my question with a combination of cash accounts, investment accounts, and more advanced financial planning tools to help inform how much I should allocate to where. The website experience is smooth and minimalist too, which is a nice touch. My partner and I have really enjoyed using the platform for the last 6 (or so) months - can't wait for more features to be released!

The PERFECT place to start my wealth-building journey I LOVE Plenty! As a first-generation Mexican in the US with limited knowledge of high-yield savings accounts and investing, this platform has been a revelation for me. It's really demystified a lot of the financial world for my fiancé and I - which was a pretty scary world to learn about previously! Here are some key aspects that have stood out to me: * Simple Goal Tracking: Setting up "buckets" for future expenses helps me stay organized and focused on my financial goals. The withdrawals directly from my account ensure that my money grows effortlessly in the background, requiring minimal intervention on my part. * Personalized Investment Choices: I LOVE the ability to choose the types of companies I want to invest in based on their core values. For instance, I can avoid investing in tobacco-related companies while supporting those dedicated to gender equality. This level of customization is a significant positive for me. * Automated Decision-Making: The platform does the thinking for us! It looks at my goals and decides whether to put my money in a high-yield savings bucket or go for a long-term investment bucket. Currently, my Wedding fund is a mini investment portfolio - which is just too cool! For people like me, with limited financial knowledge looking to start their financial journey, this platform is the ideal starting point. It's simple, sleek and very intuitive. I couldn't be more satisfied with the service, and I wholeheartedly recommend it to others seeking a user-friendly and empowering financial solution.

Intuitive goals, managed beautifully It has been hard to find a financial tool where I can work towards long-term goals with my partner, and have it feel easy and clear. Plenty does an exceptional job of not only providing clear information around financial goals and potential returns, but doing so in a beautiful user experience, where we can collaborate on our future.