Advizmo
Earn more passive income
Free · In‑App Purchases · Designed for iPad
NO TIME TO MANAGE MONEY? STOP LEAVING CASH IDLE.
Auto-invests excess funds in expert built portfolios.
SEC-registered | $10K+ avg excess funds | Tax optimized investing
ADVIZMO: AUTOMATED INVESTING & CASH MANAGEMENT TO GROW YOUR WEALTH
We are an SEC-registered investment advisor that automatically monitors your money, identifies excess funds, and invests in tax-optimized portfolios, so you can stop leaving money on the table.
THE PROBLEM:
- Cash earning 0% in checking
- Missing out on tax-loss optimization opportunities
- Manually calculating safe-to-invest amounts every payday
- Forgetting to rebalance portfolios
THE SOLUTION:
Advizmo handles everything automatically
WHAT MAKES ADVIZMO DIFFERENT:
Most people have thousands sitting idle in checking. The average user has $10,000+ in excess funds earning nothing.
Advizmo is the only platform that monitors your checking account in real-time, identifies exactly how much is safe to invest based on your upcoming bills, and automatically invests the excess. Our tax-loss optimization and rebalancing strategies can save you thousands in taxes while ensuring every dollar works harder for you.
WHAT ADVIZMO DOES:
- Monitors all your accounts and calculates safe-to-invest amounts for you
- Identifies excess cash in your checking account
- Automatically invests in professionally designed, diversified portfolios
- Makes tax-optimized sales to reduce your tax bill
- Rebalances your portfolio with every purchase
- Alerts you if checking is short for upcoming bills
Every day your excess cash sits idle costs you money. At 5% returns, $10,000 in excess funds could grow to $12,763 in 5 years, money you're leaving on the table today. Start your 7-day free trial today.
HOW IT WORKS:
1. Connect your accounts securely – Link your checking and investment accounts
2. Set your target checking balance – For example, $3,000 to cover bills and emergencies
3. We identify excess funds – Advizmo sees you have $7,500 and determines $4,500 is safely investable after analyzing upcoming bills
4. Automatic investment – That $4,500 gets invested in your tax-optimized portfolio
5. Continuous optimization – We monitor, rebalance, and optimize tax losses automatically
TWO WAYS TO USE ADVIZMO:
Automated Financial Assistant + Cash Management:
- $14.99/month or $99.99/year
- Monitors all accounts, identifies excess funds, alerts on low balances
- 7-day free trial
- Perfect if you want monitoring without automatic investing
Auto-Invest Account (Investment Advisory):
- FREE to open, no minimums
- 0.25% annual advisory fee on invested assets
- Includes tax-loss optimization, automatic rebalancing
- Custody through Interactive Brokers (SIPC insured)
Join numerous users who trust Advizmo to manage their cash and investments. Start growing your wealth with Advizmo today.
Investment advisory services are offered through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment advisor. Brokerage services and custody are provided by Interactive Brokers LLC ("IBKR"), an SEC-registered broker-dealer and member of FINRA/SIPC. IBKR accounts are protected by SIPC up to $500,000 (including $250,000 for cash), with excess SIPC coverage providing up to an additional $30 million per account. Advizmo is not a bank. All investments involve risk, including the possible loss of principal. Please consider your investment objectives, risk tolerance, and Advizmo's fees before investing. Past performance does not guarantee future results. Securities products are: Not FDIC insured • Not bank guaranteed • May lose value. For more information, see our Form CRS, Form ADV Part 2A, and Disclosures. Check IBKR's background on FINRA's BrokerCheck.
© 2026 TalkAboutHealth, Inc. DBA Advizmo.
Auto-Investing + Automated Personal Finance Working Together
The developer, Advizmo, 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 Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- TalkAboutHealth Corp.
- Size
- 101.6 MB
- Category
- Finance
- Compatibility
Requires iOS 16.1 or later.
- iPhone
Requires iOS 16.1 or later. - iPad
Requires iPadOS 16.1 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
9+
- 9+
- In-App Purchases
Yes
- Yearly $99.99
- Monthly $14.99
- Copyright
- © 2025 Advizmo