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.

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.

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!

Plenty was really easy to setup and… Plenty was really easy to setup and implement for my wife and I. It actually helped us to have some critical conversations and just get a clearer view on where we are at as a family financially. It also gave us access to tools we otherwise wouldn't have been aware of with easy to follow instructions as well.

Flexible + Accessible Investment I've been using Plenty for about 6 months and I have absolutely loved the experience. The app has completely changed how I approach investing, making it fun and accessible. I'm personally not very financially literate, but this site has fantastic explanations for any terms I'm confused by and makes the whole process so easy. The ability to customize my investment strategies (high risk/return for long-term investing vs. lower risk for short-term/emergency fun investing) is such an amazing feature; the array of different options (plus user-friendly explanations of the trade-offs) is really empowering when it comes to how I think about growing my wealth. I also love the ability to opt-out of investing in certain industries based on ethical concerns; having control over what my money is used to support is just as important to me as seeing it grow. Although I personally use it as an individual account, I've heard from friends that the combined accounts for partnerships/marriages really simplifies joint finances in a way that's hard to find when it comes to investment platforms.