The family investment platform
Invest together. As a family.
Propose the trade. Vote as a family. Execute through a real brokerage account — with one shared record everyone can see. Not a group chat and a spreadsheet. A system.
How a family invests together
Your nephew’s stock idea gets a pitch meeting — not a text to one person.
One flat price — and the only one built for families
Free. The whole family.
Money movement at cost: contributions carry a 1% fee capped at $5 — exactly Stripe’s processing fee, passed through with zero markup — and a failed ACH costs the club $5 after two retries (the bank’s fee, not ours). No per-member fees, no tax-season add-ons.
Competitor pricing as published July 2026.
Club software was built for clubs. This is built for families.
A family that invests together needs more than bookkeeping — it needs a way to decide together. Start by investing as one. When your family is ready, the same system grows into meetings, governance, and a full family office. That’s the difference between an app your family downloads and an institution your family keeps.
Free, or installed for you
Every family gets the operating system. The price sets who does the installation.
Everything on this page is free and stays free — self-installed. But the entity filing, the EIN, the brokerage account, the relatives who never quite finish onboarding: if you would rather not be the person chasing all of it, we do the installing. Ninety days, and your family’s club is live and transacting — first contributions cleared by day 90, guaranteed (terms).
Founding families