Enrich: Smarter DIY Investing
Optimize goals—no spreadsheets
Free · Designed for iPad
Connect your brokerage accounts, set goals, optimize your investment strategy, and get advanced rebalancing guidance—manage your strategy seamlessly. No spreadsheets.
Smarter DIY Investing for Passive Investors
You’re serious about optimizing your portfolio—but you don’t want the hassle of updating spreadsheets, while ensuring they capture the nuances of taxes and investing. Enrich is built for passive DIY investors who already have a strategy and want to connect, manage, and grow their investments with less manual work and less headaches.
What You Get
- Connect brokerage accounts like Fidelity, Schwab, Robinhood, or Vanguard instantly
- Set financial goals—home, retirement, college, anything you want
- Link investments across brokerages directly to those goals for easy tracking
- Customize allocations for each goal with scenario planning
- Get alerts to rebalance, harvest tax losses, or respond to interest rate changes
- Privacy-first platform: SOC 2 certified, your data, your control
- Mobile-first access so you’re always in the loop
Who We’re For
- Millennial and Gen Z investors who know their allocation strategy
- Investors obsessed with maximizing ROI and minimizing hassle
- Individuals who want full control but crave automation for tedious portfolio updates
- Those fed up with spreadsheets, manual math, and unreliable advisor fees
Why You’ll Love It
- Rebalancing made easy—follow guidance, and always keep final control
- Tax optimization alerts help you effectively allocate
- Customized asset allocation for every goal, not just one-size-fits-all
- Enrich works in the background, so you stay passive
- Learn, adjust, and track your goals
Built by DIY Investors, for DIY Investors
Enrich is designed with real investor feedback: it’s built for those who want to optimize, not just keep tabs. It’s power where you want it, automation where you don’t.
Try Enrich today—ditch spreadsheets, take control, and join the next generation of DIY investors who demand more from their tools
- Recurring Contributions
- Visual polish
- Bug fixes
The developer, Enrich Finance LLC, 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
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Enrich Finance LLC
- Size
- 81.2 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Enrich Finance LLC