Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings
- Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
- Get started in 5 minutes and discover the best plans and tax savings.
Personal Capital / Wealth Management and Human Advisors
- Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
- Get a free analysis of your investments and speak with an advisor.
Aspiration Spend & Save Account with a Conscious
- Aspiration Spend and Save is a cash management service with a socially conscious mission.
- Deposits won’t fund fossil fuel exploration or production.
- 55,000 free in-network ATMs.
- 3-5% cashback on Conscience Coalition purchases.
- Pay what is fair. You decide.
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