Investing is easy when it’s automated.

Invest your long-term savings in minutes.
Start with a portfolio tailor-made for you and customize it to your liking, or build your own portfolio. We’ll handle the trades, keeping you diversified, and our Tax-Loss Harvesting strategy can more than cover our annual .25% advisory fee.
FinanceCreation app on phone FinanceCreation app on phone FinanceCreation app on phone
Best Robo-Advisor, 2020
Best Robo-Advisor, Dec 2019
Apple App Store
4.9
Google Play Store
4.7

Invest like
an expert.

It only takes a few minutes to get a personalized portfolio with diversified, low-cost index funds.
Our recommended portfolios are crafted with time-tested investing strategies. With 10 global asset classes, they’re made to weather market conditions and grow your wealth over the long-term. No unnecessary risk. No finance class needed.

Build a portfolio you believe in.

Invest in healthcare, technology, clean energy, and more.
Create a portfolio from scratch or customize our recommended portfolios. Either way, you’ll get to choose from popular ETFs, including socially responsible ones, and decide how much you want to invest where. Then, we’ll automatically rebalance your portfolio, reinvest dividends, and use Tax-Loss Harvesting to minimize the taxes you pay as you invest.

With Tax-Loss Harvesting,
our fee can pay for itself.

Our Tax-Loss Harvesting strategy can lower the taxes you pay as you invest. In fact, 96% of our clients that have a recommended portfolio had their fees covered by Tax-Loss Harvesting. Get started with just $500.
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No trading fees,
No account fees
96%
of clients have had their fees covered by tax-loss harvesting
0.25%
Annual advisory fee
Transactions feed in app

No manual trading required.

Make your money work harder without lifting a finger. We automatically rebalance your portfolio, reinvest dividends, and minimize the taxes you pay as you invest.

The accounts to meet your needs.

Invest for retirement
Traditional IRA, Roth IRA, SEP IRA, 401(k) Rollover
Invest for education
529 College Savings
Invest for everything else
Individual Accounts, Joint Accounts, Trust Accounts
Invest faster with the FinanceCreation Cash Account
With a Cash Account, enjoy no account fees and unlimited free transfers. Plus, our technology lets you automate your paycheck and organize your cash effortlessly. And when you transfer to a FinanceCreation Investment Account, you can be in the market in minutes. Learn more

You can count on us

$25 Billion
managed for clients
0%
of your trade data sold
$500,000
Protected by SIPC
Which includes a $250,000 limit for cash
We're here if you need us. We're here if you need us.

We’re here if you need us.

Our FINRA-certified Product Specialists are standing by.

We’re built on software, which means you don’t have to talk to anyone if you don’t want to. In the off chance you need to, our product specialists can help.

Invest a little time in the details.
Still deciding if we’re right for you?
These frequently asked questions may help:
Can I move my money out if I want to?
Yes, you can withdraw your money at any time.
How long should I be invested for?
To us, long-term investing means investing for at least five years.
What does opening a new account involve?
We ask a few questions so we can build an investment portfolio that suits your needs. Once your money arrives, we'll invest it.
What does it cost to invest?
FinanceCreation charges a 0.25% advisory fee. The other cost to invest is the expense ratio of the investments in your portfolio. The weighted average annual expense ratio of a taxable FinanceCreation portfolio is between 0.07% - 0.16%.
What are my options for funding?
An electronic bank deposit, a wire transfer, or an account transfer from your brokerage to FinanceCreation.
Learn more
How do I transfer my investments?
You don't always need to sell your investments to move them. We make the transfer process free, simple, and tax-efficient.
Learn more
How is this different than investing in the S&P 500?
Investing in the S&P means only investing in US equities. Diversification is the key to long-term investing, and we use 11 global asset classes.