It's funny how they can determine the outcome of your loan before you have finished filling it out. Stay clear of this mob. I've been paying my loan off for over 5 years, never missed a payment, wante... See more
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It's a great product. Has helped my wife and I make financial goals together and then automates our investing where we can passively watch our savings unlock bigger purchases (e.g. Disney trip, car... See more
Plenty covers all the basics of a personal finance management app, like connecting all my accounts, seeing all my finances in one place. It also has a great rate for savings accounts. I also love th... See more
I was an early user, and from the start I've been impressed by both the user experience and the exceptional team that makes this platform do its thing. Setting up and managing investments is as straig... See more
Company details
Written by the company
Plenty is a platform for modern couples to invest and plan for their future together. Couples can understand where they are, what they’re on track for, and begin working towards their goals. Plenty enables couples to easily invest and save towards shared goals, connect existing accounts with flexible privacy settings, and track earning and spending together and individually. Plenty brings all this together in one place and makes it magically simple to take action and see results.
Contact info
576 sacramento st, 94111, san francisco, United States
- (628) 333-3863
- members@withplenty.com
- withplenty.com
Hasn’t replied to negative reviews
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It's funny how they can determine the…
It's funny how they can determine the outcome of your loan before you have finished filling it out. Stay clear of this mob. I've been paying my loan off for over 5 years, never missed a payment, wanted to get an extra $5000, oh no, the AI said no, before the form was filled out send them an email asking why, and all you get back is copy and past BS
Simple, Intuitive Way to Manage Finances
Easy to use all-in-one tool for aggregating your financial life. They have a very transparent pricing model and straightforward robo-investing strategy, as well as tools to track savings goals, spend, and cashflow. As an early adopter, support has also been very responsive to any questions that I had
What mint should've been
Withplenty is quickly becoming what I was hoping mint.com would eventually be. Also I appreciate the clear transparency in how they make money and clarity on how they've aligned their incentives with their customers.
Sleek and simple
Sleek and simple, with automated tax loss harvesting and low pricing. I’m a happy user and would recommend Plenty.
Plenty is the best tool to save for specific financial goals
Plenty makes it easy for me to save money for targeted financial goals. I’ve used savings accounts, robo advisors, and other products but this has been the easiest to track my savings for specific short and long term goals.
My wife and I used it to merge our…
My wife and I used it to merge our finances and start financial planning before our wedding. The UI/UX is fantastic and customer support was exemplary.
Great experience for single person too!
Plenty covers all the basics of a personal finance management app, like connecting all my accounts, seeing all my finances in one place. It also has a great rate for savings accounts. I also love that I can easily one-click opt-out of investing in things that don't align with my values. Also the founders are such kind and friendly people, and they're not afraid to talk about hard topics like money or egg-freezing (see the Plenty newsletter!)
I actually use it as a single person instead of with a partner, I saw a lot of the other reviews were couples, so just wanted to point out it's great for individuals too :)
An increasingly satisfied early user
I was an early user, and from the start I've been impressed by both the user experience and the exceptional team that makes this platform do its thing. Setting up and managing investments is as straightforward as the design. Any questions I've had have been handled quickly and with above-and-beyond support. And though I don't take advantage of the joint management feature, I still feel this tool is incredibly valuable as a single investor and manager of my home finances.
Just the solution I needed!
I’ve been an early member and love how easy Plenty is to use! Goal setting aligned with my investment strategy all in one platform is a game-changer for me. Its made it so much more accessible to see the big picture of how I can plan for my future. I love the features of the robo-investing that I can set investments to align with my values & social responsibility ethos. The Plenty team has been so responsive to my feedback, I can see and feel their care & dedication to improving and building delightful tools for their users at the center. Excited to see where Plenty grows as new features are added!
Game changer for my husband and I
It's the first time my husband and I have been able to see what we have together, and how much we're spending. We both come from immigrant families, and investing was always scary. With plenty, we're both now investing for the first time.
It's a great product
It's a great product. Has helped my wife and I make financial goals together and then automates our investing where we can passively watch our savings unlock bigger purchases (e.g. Disney trip, car down payment, etc.) WITHOUT loading up the credit cards.
The website is also very simple to use and less clunky than other financial service offerings out there. Highly recommend.
I've been using Plenty since the…
I've been using Plenty since the beginning, and it's been such an incredible tool to manage my joint financial goals with my husband. It's slick with a clean modern intuitive feel. I highly recommend it to all my friends who either just at the start of their financial journey or for those who are already well on their way to financial freedom.
Plenty was really easy to setup and…
Plenty was really easy to setup and implement for my wife and I. It actually helped us to have some critical conversations and just get a clearer view on where we are at as a family financially. It also gave us access to tools we otherwise wouldn't have been aware of with easy to follow instructions as well.
Amazing for Financial Goal Setting
I've been using Plenty for some time now, and it's been a game-changer for managing my financial goals. The interface is super intuitive, making it easy to set and track goals Plus, I've been pleasantly surprised by the returns we're getting with their cash management feature. It's made the whole process of financial planning feel a lot less daunting and more achievable.
So easy to use
This financial service tool is so easy to use and has been a game changer over the past 6 months for my partner and I. Each month we have an adjustable amount pulled from our private accounts and placed directly into our shared account for joint savings that are then invested for us. We also can remove money at any time as needed. Love it! This helps create peace of mind that our joint money is invested and constantly growing.
The PERFECT place to start my wealth-building journey
I LOVE Plenty! As a first-generation Mexican in the US with limited knowledge of high-yield savings accounts and investing, this platform has been a revelation for me. It's really demystified a lot of the financial world for my fiancé and I - which was a pretty scary world to learn about previously! Here are some key aspects that have stood out to me:
* Simple Goal Tracking: Setting up "buckets" for future expenses helps me stay organized and focused on my financial goals. The withdrawals directly from my account ensure that my money grows effortlessly in the background, requiring minimal intervention on my part.
* Personalized Investment Choices: I LOVE the ability to choose the types of companies I want to invest in based on their core values. For instance, I can avoid investing in tobacco-related companies while supporting those dedicated to gender equality. This level of customization is a significant positive for me.
* Automated Decision-Making: The platform does the thinking for us! It looks at my goals and decides whether to put my money in a high-yield savings bucket or go for a long-term investment bucket. Currently, my Wedding fund is a mini investment portfolio - which is just too cool!
For people like me, with limited financial knowledge looking to start their financial journey, this platform is the ideal starting point. It's simple, sleek and very intuitive. I couldn't be more satisfied with the service, and I wholeheartedly recommend it to others seeking a user-friendly and empowering financial solution.
Intuitive goals, managed beautifully
It has been hard to find a financial tool where I can work towards long-term goals with my partner, and have it feel easy and clear. Plenty does an exceptional job of not only providing clear information around financial goals and potential returns, but doing so in a beautiful user experience, where we can collaborate on our future.
Plenty makes it incredibly easy to see…
Plenty makes it incredibly easy to see my investments, returns, and savings in one quick dashboard. After years of managing confusing portfolios, this has been a total game changer. No to mention the genuinely superb returns and ability to control my goals and investment values to earn and save money how it really matters to me and my family.
Finally, a helpful financial planning & savings app!
Plenty has helped my partner and I with investing and financial planning in a way that no other app has! I've long had the basic question, "How much do I need to save to hit this goal?" No other app has helped me answer that question well.
- Some apps could help me invest the money but wouldn't tell me how much to invest
- Some apps could provide simple basic projections, but not factor in life events like getting married, relocating, saving for a down payment, or having a child
- Some apps could help with budgeting (like historical analysis), but not with financial planning
Plenty helps answer my question with a combination of cash accounts, investment accounts, and more advanced financial planning tools to help inform how much I should allocate to where. The website experience is smooth and minimalist too, which is a nice touch.
My partner and I have really enjoyed using the platform for the last 6 (or so) months - can't wait for more features to be released!
Flexible + Accessible Investment
I've been using Plenty for about 6 months and I have absolutely loved the experience. The app has completely changed how I approach investing, making it fun and accessible. I'm personally not very financially literate, but this site has fantastic explanations for any terms I'm confused by and makes the whole process so easy.
The ability to customize my investment strategies (high risk/return for long-term investing vs. lower risk for short-term/emergency fun investing) is such an amazing feature; the array of different options (plus user-friendly explanations of the trade-offs) is really empowering when it comes to how I think about growing my wealth. I also love the ability to opt-out of investing in certain industries based on ethical concerns; having control over what my money is used to support is just as important to me as seeing it grow.
Although I personally use it as an individual account, I've heard from friends that the combined accounts for partnerships/marriages really simplifies joint finances in a way that's hard to find when it comes to investment platforms.
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