• M1 Finance / Invest Using Unique Pie-based Portfolios

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    • M1 Finance’s Invest is a Robo-advisor investment platform ideal for DIY investors. It offers automated investing, expert portfolios, and customization.
    • Choose your portfolio of stocks, fractional shares of stock, ETFs.
    • $0 account minimum. 100% commission-free trades and no hidden fees.
  • Wealthsimple Invest

    Wealthsimple Invest / Socially Responsible Investments

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    • Wealthsimple Invest helps you align your values with socially responsible investments through diversified and low-cost ETFs.
    • No minimum balance, robo-advice, and access to financial advisors. Basic features include auto-deposits, auto-rebalance, and dividend reinvesting.
    • Get a free portfolio analysis of your existing non-Wealthsimple portfolios.
  • LowerMyBills.com Navigate Your Finances

    • LowerMyBills is focused on helping you navigate your finances.
    • Provides the best ways to lower your bills, make extra money, and plan for your future.
    • Compare service providers across mortgage, credit cards, loans, insurance, banking, home services, and personal finance.
  • Truebill Lower Your Monthly Expenses

    • Truebill makes it easy to optimize your spending by helping you manage subscriptions and lower your bills.
    • Get a complete picture of your finances, track your spending, cancel unwanted subscriptions, lower bills, and start a savings account.
    • Available on Apple and Android. Easily connect your account.
    • The fee is 40% of your savings. If you save $100, they take $40. If Truebill can’t negotiate any savings, you pay nothing.
  • Earnin Paycheck Advance / Get Paid Early for Hours Worked

    • Earnin paycheck advance helps you get paid earlier with up to $100 per day of earned wages.
    • An alternative to payday loans.
    • No fees, interest, or hidden costs. Decide what to pay or “tip” for the service.
  • Protected Goals Account / Simple Bank

    • An interest-bearing checking account and debit card built to help you save
    • Know how much you can safely spend spontaneously with Safe-to-Spend feature
    • Budgeting feature that tracks your progress in saving up for current and upcoming bills
    • Set multiple and specific savings goals; set an amount to save and a date to save it by
    • No monthly account fee, overdraft fees, and access to 40,000 surcharge-free ATMs
  • Google Fi Wireless Service and Phone Plan

    • Google Fi is a wireless phone serviced from Google using optimizing Wifi networks.
    • Service uses the T-Mobile and US Cellular network for optimal coverage.
    • $20 per month for talk and text
    • Pay for only the data you use, $10 per 1 GB, no additional data charges after 6GB.
    • No activation fees and no contracts.
  • Digit Save Money Automatically with AI

    • Digit analyzes your spending and automatically saves the perfect amount every day.
    • Algorithms learn how you spend and know when to save or take a break.
    • Share what you’re saving for and AI creates a budget for your next vacation, pay off credit cards, or put money away for a rainy day.
    • Get 30 days Digit free then just $5/month.
  • 360 Money Market / Capital One

    • A high-yield, fee-free online bank account that helps you save for balances over $10,000
    • No monthly fees to open or keep account
    • Deposit check on mobile, use electronic transfers or visit a branch
    • Utilize automatic savings plans with direct deposits or scheduled transfers
    • Connect your money market account with other 360 accounts or another financial institution
  • Chime Banking No Fee Checking / Automatic Savings

    • Chime Banking is a no-fee mobile bank account that offers a Spending Account, a Savings Account, and a Visa debit card.
    • No maintenance fees. No overdraft fees. And no bounced check fees.
    • Cash access to 35,000+ surcharge-free ATMs.
    • Get your paycheck 2 days earlier.
  • Multiple Savings Goals with Rules-Based Triggers / Qapital Goals

    • Intelligent banking app that automatically saves money towards Goals based on your savings Rules and activity triggers.
    • Savings Goals are for goals you want to achieve in the near future
    • Set multiple specific savings goals accessible under one account
    • Automate savings with recurring transfers and save using IFTTT Rules
    • 3 membership tiers starting at $3 per month
  • 360 Performance Savings Account / Capital One

    • Fee-free online savings account earning a competitive interest rate with no minimums
    • Direct deposit or deposit checks using mobile app or visit a branch
    • Create an automatic savings plan with scheduled transfers on payday or any day
    • Connect your savings account with an external checking account
    • Open up to 25 separate savings accounts
  • Trim Financial Assistant to Save Money Easily

    • Trim is a personal finance assistant that automates ways to save you money by analyzing accounts for recurring subscriptions, negotiate cable bills and finds better car insurance rates, and more.
    • Free basic service offering: spending analysis, recommendation, and cancellations.
    • Upgraded pay-per-service offering: financial coaching, cable bill, and credit card rate negotiations.

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