Pattern Financial 4+
Your Modern Financial Partner
Pattern Technologies Inc
-
- Free
iPhone Screenshots
Description
Meet your new financial partner.
Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized financial plans, asset management, and access to private equity investments (coming soon).
Advisor Matching
Match with a Credentialed Financial Advisor based on your goals.
Personalized One-on-One Advice
Get on-demand answers to your most pressing financial questions via live chat with your matched advisor. From retirement planning and tax optimization, to tricky questions regarding stock options and equity grants, our advisors are here to help you achieve your financial goals.
Ready, Set, Invest
Investing made easy. Answer a few questions about your situation and aspirations, and we’ll recommend a diversified portfolio that’s personalized for you. We’ll handle the trades. Need more help or have questions? Reach out to your team in the Pattern app or, simply sit back and watch your money work through Pattern’s dashboard.
A Partner You Can Trust
We’re a fiduciary - we’re legally obligated to put your interests ahead of our own.
Legal
Investment Advisory Services offered through Pattern Advisors LLC (“Pattern”), a Registered Investment Advisor. Investments involve varying degrees of risk. Past performance is not a guarantee of future performance. It should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Privacy Policy: https://www.patternfi.com/disclosures/privacy
What’s New
Version 0.0.24
Onboarding improvements
Ratings and Reviews
Direct useful information.
I had some questions about how being a newly wed would effect my taxes as well as some other write off questions regarding taxes as well because of rumors I’ve heard at work. Thomas Knight was the gentleman that answered my questions in a very concise and informative manner. I’m sure that what I asked was well on the low end of his qualifications but it gave me assurance to know an experts answer, as well as the links to articles and sites both that could help me further my knowledge on the subject personally if I so desired. I’m very excited to see how I can take the next steps to advance my finances with these experts!
Developer Response ,
Thank you for the kind words and for trusting us with your financial planning needs and goals.
Really helpful!
My financial situation has changed a lot over the last two years (new job, new house, and our first child), so it was extremely helpful to be connected with a solid advisor to help me understand our options and set up a good plan. Such an intuitive platform too!
Developer Response ,
Thank you for the kind words.
Amazing!
I started using pattern financial because I decided it was time to take control of my life seek out assistance in any way I could. This app is so easy to use and they even have a live financial advisor they connected me with to help me with any questions I have like how to maximize for an early retirement. I’m so excited to have stumbled spooky pattern.
Developer Response ,
Hi Nathanvv, we're so happy to hear that we could be helpful on your financial journey. Hope you have fun early retirement plans :D.
App Privacy
The developer, Pattern Technologies Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Pattern Technologies Inc.
- Size
- 50.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Pattern Technologies Inc
- Price
- Free