Plenty

Plenty

Financial Services

San Francisco, California 2,215 followers

Wealth for every household.

About us

Plenty is an investment platform designed specifically for couples to build wealth, together. We go beyond budgeting, making it simple to invest, save, and grow towards your future goals by unlocking access to the financial strategies of the rich.

Industry
Financial Services
Company size
2-10 employees
Headquarters
San Francisco, California
Type
Privately Held

Locations

  • Primary

    576 Sacramento St

    Floor 6

    San Francisco, California 94111, US

    Get directions

Employees at Plenty

Updates

  • View organization page for Plenty, graphic

    2,215 followers

    Big news at Plenty! We’re excited to introduce two powerful new features: budgeting and comparison spending. Now you can easily set budgets for your spending categories and track your progress using your last 3 months of spending data. Not sure where to start? We’ve got you covered. You can now compare your spending with other couples like you, based on your zip code and household income. As Justin Nazari, our engineer behind the comparison spending feature, put it: "My hope is that this feature sparks meaningful, data-driven conversations about budgeting, helping our customers make more informed financial decisions." Check it out at withplenty.com

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  • View organization page for Plenty, graphic

    2,215 followers

    🚀 We are thrilled to announce two of our most-requested features are now live in Cashflow. 💡 You can now add tags to your transactions and create custom categories—making it easier than ever to track your spending in a way that works for you. Jordan Brown, the engineer behind these updates, shares how it's already making a difference: "My favorite part of building new features in our Cashflow product is that they immediately solve real problems that I have with my own financial tracking. My wife and I just moved to a new house and wanted to track all of our expenses for the move. With our new tagging feature, this became so much easier to do. We now have visibility into the total cost of the move and are already using tags for our next big project." And we’re just getting started. Stay tuned for more exciting feature announcements coming your way. 🌟 Check out more at withplenty.com.

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  • View organization page for Plenty, graphic

    2,215 followers

    Not sure what a 'carry trade' is? Curious why a change in interest rates in Japan has triggered a sell off globally? Read more from our CEO here.

    View profile for Emily Luk,  CPA, CFA, graphic

    Making money simpler and relationships stronger || CEO of Plenty (xStripe)

    Free money. 💡 If I offered a loan with 0% interest... would you take it? What would you do with the money? Would you invest it? Would you invest more than if you had to pay interest for the loan? For those trying to understand why an increase in interest rates in Japan could lead to a global stock market sell off, follow the money. Japan has historically had near 0% interest rates. This created an opportunity to borrow from Japan at nearly no cost, then use the borrowed money somewhere else (and potentially even invest it). This is called a ‘carry trade’. For international companies or wealth managers, this was a 'low risk' way to make money. Unexpectedly, Japan increased their interest rates last week and triggered a nearly 18% drop of its index. Globally, this set off a chain reaction as portfolio managers began rebalancing since the 'risk' profile had changed. When this happens, what's the best thing to do? Follow along for tomorrow's tips. #Investing #Finance #Stocks #FinancialPlanning

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  • View organization page for Plenty, graphic

    2,215 followers

    With Plenty, you can flexibly share any account you connect (or keep others private, like 85% of today's couples).

    View profile for Emily Luk,  CPA, CFA, graphic

    Making money simpler and relationships stronger || CEO of Plenty (xStripe)

    🤯 -> 85% of today's couples have 1+ account they keep private. .... Even couples who view their money as "all ours". In this week's Love and other assets newsletter, I dive into the new norm for how couples are navigating togetherness + independence when it comes to money. When do private accounts create a sense of freedom? And when does it turn unhealthy? We built Plenty's "what's ours" and "what's mine" dashboard with the ability to make accounts shared or private, after hearing how important this was from hundreds of couples. But each time we chatted live, couples admitted it almost sheepishly... like they were worried this was 'wrong'. It's not wrong. It's normal and can be healthy for both you and your relationship. How have you and your partner talked about it? #Money #FinancialPlanning #Relationships

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  • View organization page for Plenty, graphic

    2,215 followers

    We're thrilled to share Plenty has been selected as a "Top Emerging Fintech Company" finalist for the 2024 Finovate Awards. Congratulations to all of this year's finalists. Finovate named its finalists on July 17, 2024 for the 2024 Finovate Awards. To learn more about the Awards, please visit the Finovate Awards hub and finalists list and related categories. Plenty paid Finovate to apply for the Finovate awards.

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  • View organization page for Plenty, graphic

    2,215 followers

    Plenty just got better. We’ve added over 3,000 institutions you can connect with including Fidelity, Venmo, Apple Card, Chase, and Capital One, and new bank data connectors including Akoya, Finicity, Yodlee, MX, and Plaid. Start your 1 month free trial today. Investment advisory fees still apply, if you invest in a Plenty investment account.

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  • View organization page for Plenty, graphic

    2,215 followers

    Listen in to this week's episode of: Love and other assets...

    View profile for Emily Luk,  CPA, CFA, graphic

    Making money simpler and relationships stronger || CEO of Plenty (xStripe)

    "You as a person deserve individual goals, and your couplehood deserves their own goals as one, you know? And then your family has goals, and so breaking them down as a short term, individual, couple, and family... that we as a team are accomplishing makes it a little bit easier." Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ Financial Therapy Association K-State Personal Financial Planning Program Better together - as individuals and partners - is a philosophy we built Plenty around. We couldn't agree more with what Megan shared in our podcast.

  • View organization page for Plenty, graphic

    2,215 followers

    Introducing "Love & other assets", our new podcast for where love and money meet. Hosted by our co-founder & CEO Emily Luk, CPA, CFA, we demystify the financial decisions and relationship convos that today’s couples face. We bring in leading experts in finance, psychology, and relationships to discuss anything from managing shared finances, the healthy fights to have, to even death and taxes. Check out our first episode with Adam Nash, CEO and co-founder of Daffy.org, where we discuss the intersection of money, power, and communication in relationships. Listen on your favorite podcast platform. https://lnkd.in/gfYjv9uP

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