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Referrals

When it comes to finances, we could all use some help along the way.

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All of the platforms listed below have been useful to the team in tracking, managing, and growing our finances. We confidently recommend each one.

 

There are options for tracking, budgeting, investing in stocks and crypto, financing, and so much more. Some are tailored toward beginners, while some require more technical knowledge specific to later stages of the wealth journey.

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If that sounds confusing, don't worry! Here's a quick explainer of each platform in detail:

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NerdWallet

Get rewarded for reaching financial milestones.

 

Explore personalized financial tools and resources to save money and optimize your finances.

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Step

Earn $10 after signing up.

 

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Build your credit with Step, a smart banking app for saving, spending, and investing.

Rewards change each month.

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Robinhood

​Earn a free stock valued up to $200 when you sign up.

 

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Start trading stocks and crypto commission-free. Great for beginners and advanced users.​

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Chime

Get $200 when you set up direct deposit.

 

Enjoy fee-free banking and early paycheck access.

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 Chime also offers a credit builder card that works just like a debit card, so you can rest easy knowing you aren't paying interest.

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River

Earn 3.8% interest on your savings paid out in bitcoin.

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Automate Bitcoin purchases easily with River and enjoy safe, secure storage for your crypto.

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Rocket Money

Easy, automated expense tracking to help you visualize your finances.

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Find subscriptions, manage bills, and even cancel recurring charges with a single click

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Fizz

Build your credit without the risk of traditional cards.

 

The Fizz card works just like a debit card, so it's perfect for students and young adults looking to build credit.

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SoFi

Earn up to $1,000 in bonuses.

 

Manage savings, investments, and loans all in one place.

Monitor your finances, plus gain bonus rewards for completing tasks.

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M1 Finance

Invest for free with M1 Finance.

 

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Enjoy automated investing.

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Choose a pre-made portfolio, or customize your own.

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Crypto.com

Earn $50 in CRO tokens when you sign up.

 

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Access crypto trading, staking, and rewards in one platform.

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Acorns

Start investing with $5 free.

 

Round up spare change effortlessly and let Acorns build a diversified portfolio for you.

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Bright Money

Get $25 to start building your credit.

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Use AI-powered tools that provide financial insights to pay down debt faster and save smarter.

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Moomoo

Receive free stocks and 8.1% interest on cash when you join and make a qualifying deposit.

 

Enjoy zero commissions and advanced trading tools.​

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Public

Get $20 invested into an asset of your choice when you sign up.

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Provides access to a HYSA, Bond accounts, and Treasury accounts.

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Invest in stocks and ETFs with a social community.

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Coinbase

Receive $10 in Bitcoin when you buy or sell $100 in crypto.

 

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Beginner-friendly and highly secure platform.

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