Private wealth management for everyone

Haven is personal finance for the 21st century. We help you effortlessly manage your finances by developing and carrying out your personalized financial plan.

Automatically save and invest your money

Every week, Haven transfers your extra cash, which earns almost nothing in your checking account, into high-yield savings and investments
SavingsInvestmentsRetirement
Extra cash
Personal spending
Bills

Control and Education

Haven suggests financial decisions, but you’re always in control.

Veto power

Get transfer alerts three days before we make them. Learn the reason behind it, adjust your savings rate, or veto if you have other plans.
HAVEN MONEY
Upcoming transfer:
$25 → Haven Savings
Confirm
Veto
HAVEN MONEY
Upcoming transfer:
$25 → Haven Savings
Confirm
Veto
After my expenses are paid off, I want to have an extra
$3,000
in my checking account.
After my expenses are paid off, I want to have an extra
$3,000
in my checking account.

Set your limits

After your monthly expenses are covered, set the amount of extra cash to leave in your accounts. Haven saves or invests the rest.

Know the why

We regularly update you about your financial plan in language you can understand. No more confusing finance jargon.
Hi! This week, we're transferring $2,000 to your rainy day fund.
Tell me more
We want to build your safety net in case of a large unexpected cost or loss of income. Plus, this money will earn more than it would in your current savings account.
Great, send it!
Hi! This week, we're transferring $2,000 to your rainy day fund.
Tell me more
We want to build your safety net in case of a large unexpected cost or loss of income. Plus, this money will earn more than it would in your current savings account.
Great, send it!

2% APY rainy day fund

We aim to put 3 months' worth of your monthly expenses into a high-yield account—earn 2% on your balance.
Learn more

Tailored investments

We create portfolios that align with your risk tolerance to help you meet each of your various goals.
Learn more

Autopiloted finances

Retirement may be a while away, but saving toward it now will mean a lot more money to play with later.
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Simple pricing

Haven manages your full financial picture at a fraction of the cost of a traditional wealth manager.
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Safe and secure

  • Bank–level encryption
  • FDIC Insured
  • SIPC Insured
  • Fiduciary
Learn more

Join the waitlist

We'll use your answers to project future earnings and generate a personalized financial plan for you.
My name is
first name
and I currently live in
zipcode
. My email is
email address
.