Automated Investing
Financial Planning
Wealth Management
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Automated Investing
Powered by our algorithm, with add-on planning. No account minimums.
About automated investing
Retirement accounts, rollovers, & transfers
Pricing
Automated Investing
Financial Planning
Financial Planning
Added on to automated investing, or included in Wealth Management.
Add-on sessions & packages
Goals and milestone planning
About
How it works
Wealth Management
Popular topics
Goals and milestone planning
Equity compensation
Divorce
Inheritance
Retirement
Wealth Management
Wealth Management
Holistic investment management & planning. $500k account minimum.
About Wealth Management
Our team
Talk to a Wealth Management advisor
About Us
About Us
Learn about our mission to get more money in the hands of women.
Our story
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Your financial future starts today

what we offer
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance

Explore our online investing plan:

Tradetitude Plan
$
11
per month

Up to five goal-specific accounts and portfolios built to your money goals

Retirement planning

Tax minimization and automatic rebalancing

Exclusive discount on 1:1 financial guidance

$
12

12

per month
FEATURED

Up to five goal-specific accounts and portfolios built to your money goals

Retirement planning

Tax minimization and automatic rebalancing

Exclusive discount on 1:1 financial guidance

$
5
per month

Diversified investment portfolio built for your money goal

Retirement planning

Tax minimization and automatic rebalancing

Executive
Plus

What to expect from your Tradetitude digital portfolio

Each portfolio is built by a team of experts in all gender's wealth who put your best interests first. (Quite literally, because Tradetitude is a fiduciary.)

A you-first approach

Investing with all gender's needs in mind.

A retirement plan for your goals

Where your automated deposits go to work toward your future.

Expert market insights

Monthly updates from Tradetitude Chief Investment Officer Dr. Sylvia Kwan.

Become a client

How online investing works at Tradetitude

We get to know you

You’ll answer a few questions about yourself and your financial goals.

A plan for your specific goals

We’ll build you an investment strategy to help you reach your financial goals.

Put your money to work

We invest your money in a diversified, risk-optimized portfolio across 21 asset classes. and you still have the option to do self trading with well guided approach

Become a client

Looking for Tradetitude Private Wealth?

Learn more about pricing for our wealth management offering featuring personalized financial planning and dedicated investment management.

Connect with an advisor

We get these questions a lot

What do you mean by financial guidance?

We offer financial guidance in different ways. a Tradetitude plan includes self-guided financial resources like worksheets, spreadsheets, email courses, plus workshops led by our all-gender financial planning team. Clients also enjoy up to a 50% discount on all 1:1 financial planning sessions with our CFP® pros, in case you’re looking for more personalized and in-depth guidance.

Does 1:1 financial planning cost more?

We offer 1:1 financial planning at an additional cost, but Tradetitude clients receive up to 50% off all sessions. Each session costs one flat fee — and, you can move any assets over to Tradetitude to work with our planners.