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we invest

for you

or

you trade

for youself

a single platform to find

Asset Management

WE MANAGE YOUR MONEY

Asset Management

Ai Assisted Financial Planning
Ai Powered Asset Location Tax Strategy
Ai Generated Performance Analytics

managing your wealth
with automated investing

Education and Tools
When to take Social Security
Retirement Withdrawal Strategies
Finding an old 401k

let's get started

Costs only 25 bps per year*
or just $25 for very $10,000

*$1.00/month minimum

Self Directed Trading

YOU MAKE YOUR OWN CALLS

Quick onboarding to get you trading
Simple account funding
Powerful tools

Education
Options Education
Paper Trading

Self-Directed Trading

arming you with a professional grade
trading platform

Transparent Fees
Free stock trading
$1 per option trade

get started NOW

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a secure national marketplace

to buy FDIC insured Bank CDs

find the

highest yielding CDs

we can source

from the bank

you want

i need to SEE THIS

CDexplorer

Web and Mobile

Available on web and on mobile

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CleverAlpha your trusted digital investment advisor

CleverAlpha for retirement planning, college investing and savings in general

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