Vision
Every family can build wealth over a lifetime with consistent, low-cost stock investing. Start early, automate contributions, and teach kids how money works.
- • Guided account setup for UTMA/UGMA, 529, and (when eligible) Roth IRAs
- • Recurring investments into diversified ETFs
- • A living Education Library for parents and teens
Explore Education
Feasibility Plan
Phase-gated path to launch (subject to compliance):
| Phase | Focus | Target |
|---|
| 0 | Validation & Waitlist | First 1,000 families |
| 1 | Compliance & Partners | RIA registration / BD & custody evaluation |
| 2 | Accounts & KYC | UTMA/UGMA & 529 flows |
| 3 | Funding & Automations | Recurring buys, gifts, registries, cashback routing |
| 4 | Education & Beta | Curriculum + closed beta |
Not an offer to buy/sell securities. For educational purposes only.
