What it sells
Automated investing for the next generation 💸
Business model breakdown
Buyer: who owns the budget?
UnverifiedYoung retail investors (consumers).
Workflow: what inputs become what output?
User picks goals, gets an expert-built portfolio, sets an amount and schedule for automated investing, and asks AI copilot "Allie" for market insight.
Distribution: how it reaches customers
Mobile app download with waitlist for Android; social and ambassador program.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2021 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.