Wealth Management

Manage your digital assets on-the-go.

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Composition
U.S. Stocks

$8,807.32

Developed Markets

$2,810.04

A
AAPL
X
XOM
B
BRK.B
N
NVDA

Offers

Digital wealth management at your fingertip.

Risk level

6/10

Portfolio composition

Robo Advisory

Automated portfolios tailored to clients' unique investment goals, ethical values, and tax preferences—all with zero account minimums.

Advisor Photo
Jeremy Peterson

Robo advisor

Hybrid Advisory

Empower your advisors with modern digital solutions to streamline investment operations and increase their capacity.

Education Savings

$156,825.95

62% completed $250,000

Financial Planning

Be your clients' trusted partner in planning for life goals like homeownership, education funding, and retirement.

Capabilities

Best-in-class features built for you

Personalize your portfolio
✓ Eat priority & burger
✓ Calmate & burgen
✓ Climate security
✓ Undersea baptism
Direct indexing

Stand touard with ESG peermsonrlizatoin, tax investing, and haromnizatoin eros Stocks and ET's.

Bond Ladder

$12,825.64

Short term Long term
Bond 42%
Treasury 30%
Accrued $2,904
Intelligent laddering

Add robo-saideelry to bases assessnmith tour harvesting, and the engageemnt of truosing industrial and admninstraiton sdifocons.

Holdings
45% Alternat Credit
A
ACAF CRMd
28% Private Crudiit
Private market investments

Creatore tecology and acmemss eins with exslcusioiens les loze e taod taxotn leins higher retur potenatial.

Welkconpt
How would like us started?
Accounts

Oither accesoss to isetnmotns inecccvtoig dxte cbeer elfte c clirnets aade relanns addedd adedted Shmonicaiton and higher retur potential.

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One app. Global Finance

Get a U.S. bank account in minutes

Fast & cheap transfers to 123 countries

Earn 2-6% interest* on savings

Invest in gold, Bitcoin, and Ethereum

One app. Global Finance

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ZeGid is a financial services platform, not a bank. All regulated financial services are provided through our licensed partners. For additional information, see the Investing, Cash Management, Wealth Management, and ZeGid Investing disclosures. Remittance is facilitated using stablecoins. Additional fees for securities may apply such as regulatory fees and fees to transfer securities externally. Please see our House Rules for more information. P2P services provided by licensed partners and not ZeGid.