• 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.
  • PocketGuard for Simple Budgets to Track Spending Set Goals

    • PocketGuard is a free personal finance tool to help you track your spending, create a budget, set goals to save and invest more, and lower your expenses.
    • Monitor for potentially unwanted and unauthorized charges like hidden fees, billing errors, forgotten subscriptions, scams, and fraud.
    • Browse other financial products to see if there are ways to save on your mortgage payments, insurance, or other loans.
  • Goodbudget Digital Envelope Budgeting System

    • Goodbudget is a budget tracker that digitizes the envelope budgeting method.
    • Set a dollar amount that goes towards things like your home payment, auto loan, groceries, and more.
    • Free version with upgrade available.
  • You Need A Budget (YNAB) Zero-Based Budgeting

    • YNAB is zero-based budgeting and will help you break the paycheck to paycheck cycle, get out of debt, and save more money.
    • Rule No. 1 of You Need a Budget tool is to “give every dollar a job.”
    • On average, new users save $600 in the first two months and more than $6,000 in the first year. Try it free for 30 days.
  • Even Financial Personal Loans / Get Offers in 60 Seconds

    • Even Financial is a free service that connects borrowers with multiple lenders
    • Complete just one application to prequalify without impacting your credit score
    • Get results in 60 seconds and compare the rates and terms
    • Borrow from $1,000 o $100,000
    • Terms from 2-7 years
  • Splash Financial Student Loan Refinance / Compare Multiple Offers

    • Splash Financial helps you find the best student loan refinancing offers from banks and credit unions.
    • Refinance your undergraduate, graduate, and Parent Plus loans.
    • Find lower rates and flexible terms (5 – 20 years).
    • Checking your rate does not impact your credit score.
  • Mint Budget Tracker and Planner

    Brand:Intuit
    • Mint is a free budgeting and financial tracking app helping you see your overall financial picture and make better decisions.
    • See everything in one place – from balances and bills to your credit score and more.
    • Automatically updates and categorizes your information from your bank accounts and credit cards to retirement accounts and more.
    • Get product recommendations that could help save you the most based on your lifestyle and goals.
  • Personal Capital Budget App / Money Management

    • Personal Capital budget app is a personal finance management tool allowing you to connect external financial accounts for a comprehensive view of your money in one place.
    • Creates summaries of your spending, net worth, and investment portfolio.
    • Free service with no upgrade or purchase requirements.
  • Credible Personal Loan / One Application Multiple Offers

    • Credible personal loan marketplace helps you find and compare offers from vetted financial partners.
    • A simple, two-minute form, and instantly see which lenders you qualify for and at what rates based on your credit history.
    • Checking your pre-qualified rates with Credible will not affect your credit score.
    • Rates 3.49% – 35.99%; Borrow $1000 – $100,000.
  • LendKey Student Loan Refinance / Credit Unions and Community Banks

    • LendKey connects you with local banks and credit unions to refinance your student loans.
    • Refinance both federal and private, including graduate loans, into one convenient loan.
    • No origination fees. No application fees. No prepayment.
    • Flexible repayment options, including fixed and variable rate loans with 5 to 20-year terms.
    • Checking your rate does not affect your credit score.
  • Credible Student Loan Refinance / Compare & Save

    • Credible is a marketplace helping borrowers find the best student loan refinancing options with multiple lenders using one simple application.
    • Prequalify by completing a two-minute form and instantly receive offers and rates from lenders.
    • Refinance between $10,000 to $300,000 and choose between fixed and variable rates and terms between 5-20 years.
    • Checking your rates through Credible will not affect your credit score.
  • SoFi Student Loan Refinance / Better Rates and Terms

    • SoFi student loan refinancing can save you thousands of dollars with flexible terms and low fixed or variable rates.
    • Simple online application with access to live customer support, 7-days a week.
    • No application fees, no origination fees, no prepayment penalties.
    • Checking your rate does not impact your credit score.

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