Build wealth together

The Financial Service Industry’s First
Communal Wealth Engine

Together Wealth helps first-time and emerging investors build long-term wealth through guided investing, professional portfolio management, and community-powered pricing. Our Communal Wealth Engine is a fee-scaling model: as our community’s investable assets grow, member costs can decrease. Your account and investments always stay yours. Founded by financial industry veterans.

Get first access to Together Wealth and unlock Founding Member pricing

Launching this November.
Sign up for Together Wealth updates to be first in line for one of 1,000 Founding Member spots.

Founding Member pricing is for the first 1,000 members who open an account by December 31, 2026, and covers the membership fee for the first year. It does not apply to the 0.25% annual advisory fee. Standard pricing applies after year one.

Core Values

  • Inclusivity

    Emerging investors, students, LGBTQ+, and all communities are welcomed into a safe, supportive space.

  • Simplicity

    Users start with savings and grow step by step, making wealth-building approachable and never overwhelming.

  • Trust

    Our experts do the work, delivering a “do it for me” experience with transparency and care.

  • Growth

    As collective assets increase, costs decrease, ensuring everyone benefits from shared success.

  • Future

    We aspire to build lasting wealth not just for individuals, but for communities and generations to come.

Let’s Work Together!