About Us

We want to help people become financially independent faster

We believe that to achieve financial independence, you can't be dependent on someone else. To help people get there, we provide tools to make financial management approachable and uncomplicated
Our mission

Help people achieve financial independence on their own. True independence means you don’t depend on expensive advisors, black-box algos, or tedious spreadsheets.

Our vision

We give you financial planner-level tools — goal planning, portfolio construction, rebalancing, asset location, and trade tracking — so you stay in control and achieve financial independence.

Trust & Security

Reliability, transparency,
and accountability are key components

Transparent calculations

Rebalance logic, tax-loss harvesting, and asset location optimization are based on industry-standard portfolio theory, not black-box AI.

SOC 2 Type I certified

(in progress)

SEC-registered RIA
Industry-standard encryption

(AES-256)

We don’t trade your data

Your portfolio data is private. We don't sell order flow, front-run, or take payment for order routing. Unlike other brokers, Enrich doesn't touch your trades; we provide advice and trade instructions for you to execute.

Data from Morningstar & FinnHub

Trusted, independent sources

2008 taught me that real investing success comes from smart asset allocation, not stock picking.

But managing that across multiple accounts with RSUs and crypto, with multiple financial goals? That's the hard part. We built the tools we all needed.
‍

Sameer Kalwani

Co-Founder and CEO

We're bootstrapped, not VC-backed. We don't have pressure to jack up prices or chase growth at your expense.

We're DIY investors ourselves. We built the tool we wanted to exist.

$50/year covers real costs: data feeds, cloud infrastructure, alerts, ongoing development.

We make a profit, stay sustainable, and keep building. No hidden fees. No data brokering. No front-running trades. No upsells. No games.

Our Team

Built by DIY investors, engineers, and finance experts
(everyone has 20+ years of experience)

Sameer Kalwani
Co-Founder & CEO

DIY investor for 20+ years

Fin experience at Goldman Sachs

Built scalable tech at Amazon (Computer Vision, Smart Home), and Element Analytics (Fortune 500 clients)

Pursuing CFP®

Harvard MBA, UIUC Engineering

Mary Lin
Engineering Lead

Tsinghua University, Schlumberger

Mission-critical systems at Element Analytics

Gary Button
Co-Founder & CTO

Fintech experience at SnapDocs

Built reliable systems at Intel, Rarebits (CryptoKitties), The RealReal

UC Davis CS

Moisés Olivares
UX Lead

MFA from Academy of Art

Designed products for Google, Facebook, Ecobee, Amazon Smart Home

20+ years in user experience design

“Every product choice, every feature, and every recommendation is built on transparency and trust.”

Gary Button

Co-Founder and CTO

Pro tools.
DIY power.
Anywhere. Anytime.

Stay hands-off, but in control—powerful investing, no spreadsheet headaches.

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Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
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2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation

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