Advizmo. Auto-Invest & Save

Advizmo. Auto-Invest & Save

Personal Finance & Auto-Invest

17 ratings
12 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • September 5, 2024
  • April 23, 2026

Features

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About

This app automatically monitors your finances, identifies idle cash, and invests it in tax-optimized portfolios. It helps you avoid missing out on growth opportunities and saves you money on taxes by managing rebalancing and tax-loss optimization.

βœ“Automated excess fund identification
βœ“Tax-optimized portfolio investing
βœ“Real-time account monitoring
βœ“Automatic portfolio rebalancing
βœ“Low balance alerts
βœ“Tax-loss optimization
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What's New in Advizmo. Auto

2.4.2

April 23, 2026

- Redesigned Premium purchase, landing and onboarding screens - New All Expense Categories view - Improved Financial Health Score with history and recommendations - Better transaction details and spending insights - Smoother AI chat experience - Bug fixes and performance improvements

More

Subscription plans

Monthly

Monthly subscription for premium usage

$2.991 Month
1 Month trial
How to cancel Advizmo. Auto subscription ⁉️

User reviews

Love the app

The automation of transactions is super helpful.

Great concept!

App is easy to use and I subscribe to the philosophy of holding less cash and maximizing investments.

Incredible!

Extremely helpful and easy to use personal finance app. Still amazed how automated Advizmo makes everything - truly a game changer and excited to watch my portfolio grow!

Time Saver!

Great App. Saves me time!

So helpful

Such a helpful app to automate and optimize managing your personal finances and savings. I used to manage multiple accounts and had to manually move money to each after each paycheck and now can do it all automatically in a tax efficient way. Lifesaver!

FAQ

What is Advizmo?

Advizmo is an SEC-registered investment advisor that automatically monitors your finances, identifies excess funds, and invests them in tax-optimized portfolios. It aims to help users grow their wealth and save on taxes.

How does Advizmo identify excess funds?

Advizmo analyzes your checking account in real-time, considering upcoming bills and your target checking balance to determine how much cash is safe to invest. This process is automated.

What are the pricing options for Advizmo?

Advizmo offers two main ways to use the service: an Automated Financial Assistant + Cash Management for $14.99/month or $99.99/year with a 7-day free trial, and an Auto-Invest Account which is free to open with a 0.25% annual advisory fee on invested assets.

Is Advizmo secure?

Advizmo connects to your accounts securely and uses Interactive Brokers (IBKR) for brokerage services and custody, which is an SEC-registered broker-dealer and member of FINRA/SIPC. IBKR accounts are protected by SIPC.

Does Advizmo offer a free trial?

Yes, Advizmo offers a 7-day free trial for its Automated Financial Assistant + Cash Management service. Some subscription plans also include a 1-month free trial.

What devices does Advizmo support?

Advizmo is available on iPhone and iPad, as indicated by its supported devices list.

How often is Advizmo updated?

The latest version of Advizmo is 2.4.0, released on March 25, 2026. This suggests regular updates to improve functionality and security.

What is the age rating for Advizmo?

Advizmo has an age rating of 9+, making it suitable for a wide range of users interested in personal finance and investing.