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.
Founding families