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 Founding Member pricing

$20/month for the first 2,000 members. Sign up for Together Wealth updates to be first to hear when it opens.

$20/month is a Founding Member rate for the first 2,000 members, for the first year. Standard membership is $24/month. The discount does not apply to the 0.25% annual advisory fee, which is calculated on assets under management and charged separately.

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!