Spark

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Financial wellness in your pocket

Spark helps you harness the power of technology as you build toward financial independence. With customized tips and to-dos, gentle nudges and reminders, and easy-to-use goal setting capabilities, the Spark app walks you through each stage of your financial journey!
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WE'RE SPARK!

Don't lose track of your money ever again. With Spark, you can find all your financial information in one location to help you make informed decisions.

Work smarter, not harder

With Spark, you get the ability to invest on a low-cost platform so that you can take tangible steps toward your investment and financial goals. And the best part — instead of traveling down this financial road alone, you have a team of Spark advisors to help you along the way. These advisors will be there to support you as you work through the 10 core themes of financial planning: net-worth snapshot, budgeting, debt, insurance, retirement, investing, income taxes, estate planning, college planning, and setup and review.

10 Core Themes of Financial Planning

Net-Worth Snapshot

Budgeting

Debt

Insurance

Retirement

Investing

Income Taxes

Estate Planning

College Planning

Setup and Review

Never lose track of your money again!

THE POWER OF A RELATIONSHIP

Real advice from real people

You deserve better than being delegated to a robot and left to figure the rest out on your own. With Spark, you have a coach for life's major moments.

Financial Wellness In Your Pocket

You get the ability to invest on a low-cost platform so that you can take tangible steps toward your investment and financial goals, but instead of doing it alone, you have the team of Spark advisors to help you.

Sparking Financial Independence

If you’re just looking for a budgeting tool or generic investment advice, there’s probably something else out there better suited to your needs. But if true financial independence is what you’re looking for, Spark is the right fit for you.