Introducing Achievements 🏆

Today, we’re excited to share our new app release featuring Achievements 🏆. We know building wealth through long-term, diversified investing takes patience. 😣 It always feels easier to spend today vs. save for tomorrow. Achievements celebrate milestones as you build long-term wealth. You’ll complete milestones as your account balance grows over time through investment returns or wealth-building deposits. Update your app to see your next Read More

Correcting the Correction

While markets surged today, high growth stocks had been under siege for the past several weeks. Before today, tech heavy NASDAQ fell over -10% from its peak on Feb 12 while the more diverse S&P 500 fell less than -3%. Today, NASDAQ’s Herculean rebound recouped part of the loss, but still remains down -7% from Read More

Introducing Ursa, the First Personalized Research-Driven Actively Managed Robo Advisor

Ursa, now available in the App Store, offers the first personalized research-driven actively managed robo advisor to bridge the gap between the excitement and control of DIY commission-free brokerages and the effortlessness of robo advisors. SAN FRANCISCO, November 19, 2020 – Ursa, a San Francisco based startup, today announced its launch of the first personalized Read More