SEC-registered investment adviser

Get an Investment Team
Working for You

Know what to buy, hold, sell — and why

AI Investment Advisor Directs 5 specialized AI agents
Portfolio Manager
Builds & rebalances your allocation
Research Analyst
Digs into every stock you own
Risk Officer
Monitors risks & challenges others
Tax Advisor
Optimizes for after-tax returns
Financial Planner
Tracks progress to your financial goals
AI Investment Advisor Directs 5 specialized AI agents
PortfolioManager
ResearchAnalyst
RiskOfficer
TaxAdvisor
FinancialPlanner
Get started

Trusted by Investors

8FIGURES is built for private investors who value trust and privacy. Link accounts, track net worth, and get portfolio-based insights while staying in control of your financial data.

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4.7

App Store Rating

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10K+

Users

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$100M+

Connected Liquid Assets

From linked bank, broker & crypto accounts.
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SEC-registered

8FIGURES Inc. is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training.

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Read-only by default

8FIGURES can’t place trades or move funds. You stay in control. And you can export your data anytime.

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100% Private and Secure

Encryption, secure infrastructure, and strict access controls built for financial-grade privacy.

Conflict-Free Investment Guidance

Most financial advice is shaped by someone else’s incentive: more trades, more assets, more fees, or more hype.

8FIGURES is built differently. We charge a flat fee, so our only incentive is your long-term success.

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Broker AI

Brokers profit when you trade more, not when you invest better.

8FIGURES

Recommends action when it truly benefits your complete portfolio.

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Human Advisors

Advisors charge a % of AUM and upsell high-fee products.

8FIGURES

Charges a flat monthly subscription at a fraction of advisors' fees.

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Generic AI

Generic AI tells you what you want to hear, even when it's wrong.

8FIGURES

AI agents challenge each other and you for better decisions.

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Robo-Advisors

Robo-advisors build generic portfolios from their own funds.

8FIGURES

Builds diverse portfolios tailored to you, not from an in-house menu.

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Influencers

Influencers chase hype and get paid by platforms and sponsors.

8FIGURES

Paid only by you and works only for you, not sponsors.

One fee. Zero conflicts. Guidance that’s actually yours.

Try it now
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Data encrypted

Smart Portfolio Monitoring

Never miss out - our AI Investment Advisor tracks your investments 24/7, delivering news summaries, actionable insights, and smart alerts tailored to your unique portfolio and risk profile.

Try it now
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Financial Freedom

You can’t improve what you don’t measure. Start tracking your net worth performance precisely and reach your financial goals faster.

Second Opinion

Ask our AI for a second opinion on your investment strategy. It breaks down complex financial concepts into simple, actionable explanations, empowering you to make better-informed decisions.

I want to reduce my portfolio volatility and build passive income. Any ideas?
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You might consider rebalancing 15–20% of your portfolio toward dividend-paying blue chips or bonds for more stability and current income.
Staking your crypto could further boost passive income. Would you like me to propose a rebalancing plan?
Yes please
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Turn Questions Into Clarity

— What’s the best strategy
to increase passive income?
— What’s the best strategy
to increase passive income?
— Am I on track to achieve
my financial goals?
— What’s the best strategy
to increase passive income?
— Am I on track to achieve
my financial goals?
— Is it the right time to
refinance my mortgage?
— Shall I sell XYZ and
rebalance my portfolio?
— How can
I mitigate them?
— Is it the right time to
refinance my mortgage?
— How can
I mitigate them?
— Is it the right time
to refinance my mortgage?
— What are the key
risks of my portfolio
— How can I improve the
diversification of my portfolio?
— What are the key
risks of my portfolio
— How can I improve
the diversification of my portfolio?
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Our AI Investment Advisor delivers clear, actionable answers to these questions and more.

Close-up portrait of Warren Buffett, billionaire investor and CEO of Berkshire Hathaway, with a confident smile.

“Never depend on a single income. Make investments to create a second source”

Warren Buffett

Ultimate Investment Tracker

Track Stocks, ETFs, Real Estate, Crypto, Bonds, and Startups - all in one place. Gain access to accurate performance metrics used by professional investors.

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Analyze your complete portfolio across public and private assets, industries, and countries.

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View all your credit cards, loans, and mortgage in one place and never miss a payment.

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Mortgages
$
315k
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Loans
$
144k
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Credit cards
$
20k
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Taxes
$
17k
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Charity
$
13k

Track your net worth to stay laser-focused on achieving your financial goals.

Net Worth
$
487k
Return
26.1
%
P&L
$
49k
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Personal AI Advisor

For beginners

Get guidance from AI Investment Advisor to elevate your investing experience.

Sign up
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For advanced

Get a second opinion. Focus on what matters. Analyze metrics used by professional investors

Learn more
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Easy to Get Started

1.

Connect your bank, brokerage, and crypto accounts.

2.

Set up your investor profile and financial goals.

Moderate
Risk tolerance
1,500,000
$
Your goal
36 months
Time horizon
3.

Ask AI & Get Insights on your holistic portfolio.

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AAPL has reported strong quarterly results ... Given your position in AAPL and moderate risk tolerance, consider ...
To reduce risks, you could increase your bond allocation to 20%, lowering your crypto investments.

Try it now!

Managing your investments has never been easier!

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Encrypted
We keep your data safe. Always.

Bank-level security protocols, military-grade encryption (AES-256), and strict access controls ensure that even our team can’t access your financial data without your explicit approval.

Learn more

Join Thousands of Savvy Investors

Gullenx1
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5.0

The 8FIGURES app has really helped me navigate my finances and brought clarity to the range of investments I hold across my portfolio. Prior to 8FIGURES getting a coherent picture of my personal wealth position was messy and time...

borisdus
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5.0

There are many different applications, but none of them can properly calculate IRR for stocks with dividends, much less for bonds. Or do an IRR calculation for a leveraged or unleveraged property. Or provide basic functionality...

entin3
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5.0

I’ve been looking for an app that can help me get the clear picture of everything Iown and owe and I finally found one thatworks!

di_gie
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5.0

It’s really helpful to have an overview of ALL my various assets in one place, and be able to slice & dice the data across the whole portfolio. Love that there’s a layered data protection (password, email confirmation, Face ID etc)-it’s a must for me...

M Zh
Gold star icon with sharp edges, representing positive ratings and premium quality
5.0

This app is what I have been looking for in a long time! Super excited to see more features!

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Forbes. Finance Council
8FIGURES - As Featured in Forbes

AI investment advisors can democratize access to tailored financial advice. Unlike traditional financial advisors, AI operates 24/7, is independent, has no hefty minimum AUM requirements and costs a fraction of traditional advisory fees.

Read on Forbes

Smarter Investing Lower Fees

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Personal Financial Advisor

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High fees: up to 1% of your portfolio annually.

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Conflicted: push high-margin products, AUM-focused.

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Offline: limited availability, basic reporting.

An AI-powered financial analyst reviewing real-time market data on a digital dashboard with predictive analytics charts.

8FIGURES AI Advisor

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Flat pricing: start for 0.99$ for your first month, then $14.99/mo. 10-100x cheaper vs traditional advisor.

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Independent: prioritizes your total net worth performance.

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Digital: 24/7 access, automated tracking of all assets & debts.

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Bank-Grade Data Protection
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SEC-Registered Adviser

Unlock your AI Investment Advisor for $0.99

Gain professional access to receive instant investment intelligence, fully removing all limits to our complete ecosystem of premium financial features.

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Daily portfolio insights tailored to your goals and risk

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Unlimited portfolio size and bank connections

PRO

One PRO plan includes everything

$0.99 for your first month.
Then $14.99/month. No hidden fees.

Start With Full Access

Try it now!

Achieve your financial goals faster.

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FAQ

What is an AI investment advisor?

An AI investment advisor uses artificial intelligence to analyze your actual portfolio (allocation, risk, fees, and tax efficiency) and provide personalized, data-driven guidance, without the high fees or conflicts of interest of a traditional advisor. 8FIGURES is an SEC-registered investment adviser: it connects your accounts and a team of specialized AI agents gives you clear guidance on what to do and why.

How much does an AI investment advisor cost?

Far less than a traditional advisor's ~1% of assets. We charge a flat monthly price of $14.99 with no hidden fees. The $0.99 first-month introductory offer applies.

How is 8FIGURES different from a traditional advisor or from ChatGPT?

Unlike a traditional advisor, 8FIGURES doesn't manage your money, sell products, or charge a percentage of assets - you get a complete view of your real-time wealth with personalized AI guidance. Unlike ChatGPT, it uses a team of specialized AI agents that work with your real portfolio, investor profile, and live market news - not generic answers. And unlike the AI inside a single brokerage, it sees your whole financial picture and isn't designed to profit from more trading, so its guidance stays aligned with your long-term goals. Learn more

How is 8FIGURES regulated?

8FIGURES Inc. is registered as an investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). See our Disclosures for details.

Is my financial data safe?

Your data is encrypted and stored securely on AWS, and even our team cannot view it without your explicit consent. We never sell your data. We connect your accounts in a read-only mode via Plaid and other trusted open-banking providers; you can also add investments manually. Our AI models use only anonymized information about your portfolio. Learn more

What banks and brokers can I connect?

You can connect nearly any US bank and broker, as well as most banks and select brokers in the EU/UK. We are expanding our coverage in Latam and Asia. You can also link most crypto accounts via Vezgo.

Why should I track my net worth?

Tracking your net worth gives you a complete view of your investing performance across all assets - stocks, crypto, real estate, and private investments. Learn more in our guide on how to track your net worth.

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We keep your data safe. Always.
Industry-leading privacy & bank-level security are at the heart of 8FIGURES.
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