SEC-registered mobile wealth management app with expert-built goal-based portfolios, automated investing, and an AI copilot for $120/year.
Alinea is a mobile-first wealth management platform for the next generation of investors, SEC-registered and powered by DriveWealth brokerage (FINRA/SIPC). It offers expert-built, fully diversified goal-based portfolios, automated investing (set an amount and schedule in 30 seconds), AI Allie (a 24/7 AI copilot for market insights and investment explanations), and access to licensed human advisors. SIPC protection covers up to $500,000 per customer. The annual wealth management fee is $120/year for full platform access, automated investing, and advisor oversight. Alinea is a product of Alinea.
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