Introducing Recommendations

We’re excited to introduce our new app release featuring Recommendations 📋. Keeping up with your portfolio may feel like drinking from a firehose-leading to decision paralysis for swapping stocks. We built Recommendations 📋 to help guide portfolio decisions. So how does it work? Recommendations 📋 periodically reviews your portfolio versus our greater recommended list taking into account Read More

Start Investing with Just $100 💵

Today, we’re excited to announce we’re lowering our minimum deposit. Get started with an interactive, research-based portfolio with just $100! We all spend years in school taking classes on almost every subject imaginable, but not one teaches you how to build wealth. Even outside of school, talking financials is a taboo subject among peers and Read More

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

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