Financial advice without the ego. You in?
Real advisors.
Straight answers.
One simple app.
Download the app to get started.
We’re not like the others.
Because you aren’t either.
Sign up in less than 2 minutes
Set up your account, take the onboarding survey, and access your dashboard in less than 2 minutes.
Track your net worth
Want to grow your net worth and feel like a boss while doing it? Track your assets, reduce liabilities, and get a roadmap to real-deal wealth.
Learn as you earn
Access bite-sized financial education you can actually understand. Because knowledge is power.
DM with your advisor from anywhere
Text or call your advisor. They can see your connected accounts so they’re not guessing, they’re guiding.
On-demand scheduling
When money questions come up, book a session with your advisor anytime, anywhere. No phone tag or endless email chains.
You don’t have to move your money
Connect to your existing banks, brokerages, and more. You don’t have to move a dime.
Simple pricing.
Real guidance.
No hidden agendas.
Choose the plan that's right for you.
Basic
Guided Self-Service
$19.99 / mo
Best for: People who want a clear financial dashboard and quick answers, without regular meetings.
Essentials
Occasional Advisor Support
$29.99
/ mo
Best for: People who want ongoing access plus a couple of intentional advisor check-ins each year.
Professional
Ongoing Advisor Relationship
$49.99
/ mo
Best for: People navigating real-life decisions who want a consistent advisor relationship.
Premium
High Touch, Anytime Access
$99.99
/ mo
Best for: People who want maximum flexibility, frequent advisor access, and a fully guided financial plan built specifically for them.
What’s included:
Unlimited advisor messaging
Ongoing guidance for complex situations, transitions, or evolving goals
Faqs
What do I need to do during the sign-up?
What documents do I need to upload - and how?
Most clients upload documents they’d like to discuss with their advisor.
These can include:
– Estate planning documents
– Tax-related materials
– Investment and retirement statements
– Insurance policies
– Debt or loan information
– Business and financial planning documents
You’ll be able to upload them securely through your dashboard.
How secure is my data?
How much does it cost?
Do I need to move my money to Astra before we can work together?
What if I have questions about my finances?
You have two easy options:
Send a message to your advisor through the dashboard chat, and they’ll respond promptly.
Schedule a phone or video call if you’d rather talk it through live.
Can you help me with employee benefits?
Absolutely. From open enrollment to big decisions, we’re here to guide you through all your money-related choices.
Will Astra help me with my 401(k) and other financial concerns?
Yes. We offer personalized guidance on:
– 401(k)s and retirement accounts
– Equity compensation and related tax considerations
– How these fit into your broader financial plan
Our approach is holistic — everything works together.
