• M1 Finance / Invest Using Unique Pie-based Portfolios

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    • M1 Finance 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.
  • 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
  • Kiva / Invest in Loans Changing Lives

    • Kiva crowdfunds loans by unlocking capital for the underserved.
    • Lend as little as $25 and be part of the solution to make a difference in someone’s life. You do not earn interest on loans.
    • 100% of every dollar you lend goes to funding loans.
  • Coin Invest with Impact / John Hancock Values-Based Investment Platform

    • Coin Invest backed by John Hancock offers customers eight impact areas to invest in with as little as $50.
    • A conscious investing platform that invests your money in companies making a difference and manages the portfolio for you.
    • Ideal for medium- to long-term investing outside of your retirement plan.
  • Tally Pay Off Credit Card Debt / Debt Manager & Consolidation

    • Tally is an automated debt manager that makes it easy to save money, manage credit cards, and pay down balances faster.
    • Consolidate credit card balances with a line of credit and make only one payment.
    • No fees. Apply with a soft credit inquiry, not impacting your score.
  • 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.
  • Payoff Credit Card Consolidation Loan / Soft Inquiry

    • Payoff credit card consolidation loan helps you pay off debt faster with a lower interest rate and one simple monthly payment.
    • Keep all your credit cards and no card closure required.
    • Checking rate will not impact your credit score.

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