This task can be performed using Braintrust
Everything you need to grow your wealth
Best product for this task
Braintrust
fintech
Braintrust is a financial super-app with all the tools you need to grow your wealth. You can manage your day-to-day finances and long-term planning in one dashboard, with one log-in. From trading, to banking, to managed portfolios. You can even get an inside look at exclusive, private investment deals with our company and founder interviews, explainers, and site visits. Qualified investors can participate in deals Sharktank-style, and invite friends to participate in deals together.
What to expect from an ideal product
- Braintrust puts your checking account, investment portfolio, and trading platform all in one place so you can see exactly how your daily spending affects your long-term wealth goals
- You can set up automatic transfers from your everyday banking to your investment accounts, making it easy to consistently fund your wealth-building strategy without thinking about it
- The app shows you exclusive investment opportunities that most people never see, like early-stage companies and private deals that can accelerate your wealth growth beyond traditional stocks and bonds
- You get detailed breakdowns of where your money goes each month alongside projections of how different investment choices will impact your net worth over 10, 20, or 30 years
- The platform lets you invite friends and family to join investment deals together, so you can pool resources and access bigger opportunities while learning from each other's financial strategies
