Welcome to Closed Beta
The Program
What it is
Mary & Pip is a personal finance app built for people who don't know where to start - with investing and budgeting tools designed to meet you exactly where you are.
Budgeting
Investing
Guidance
Who it’s for:
Anyone ready to start investing and building a better relationship with money - without paying full price while we build it together.
What we expect
This beta is for people who want to be part of building it. If you join the beta program, here's what we expect:
Complete at feedback surveys
Join multiple sessions with our team to walk through your accounts and experience
Open an investment account
Once you sign up, we will send you an email with instructions to download the app.
What it costs
All Beta users will have the subscription fee waived for the duration of the program
$0 / month
Subscription fee waived for all beta members during the program*
0.40% annually on assets under management
Only charged on AUM once your account surpasses $5,000
What is AUM?
AUM stands for assets under management - it's the total value of the money we're investing on your behalf. We charge 0.40% of that annually, which means if you have $10,000 invested, you'd pay $40 a year. Traditional financial advisors typically charge up to 1% - we're over half that.
*Beta Program will run through October 15th
What it is
Mary & Pip is a personal finance app built for people who don't know where to start - with investing and budgeting tools designed to meet you exactly where you are.
Budgeting
Investing
Guidance
Who it’s for:
Anyone ready to start investing and building a better relationship with money - without paying full price while we build it together.
What we expect
This beta is for people who want to be part of building it. If you join the beta program, here's what we expect:
Complete at feedback surveys
Join multiple sessions with our team to walk through your accounts and experience
Open an investment account
Once you sign up, we will send you an email with instructions to download the app.
What it costs
All Beta users will have the subscription fee waived for the duration of the program
$0 / month
Subscription fee waived for all beta members during the program*
0.40% annually on assets under management
Only charged on AUM once your account surpasses $5,000
What is AUM?
AUM stands for assets under management - it's the total value of the money we're investing on your behalf. We charge 0.40% of that annually, which means if you have $10,000 invested, you'd pay $40 a year. Traditional financial advisors typically charge up to 1% - we're over half that.
*Beta Program will run through October 15th
What it is
Mary & Pip is a personal finance app built for people who don't know where to start - with investing and budgeting tools designed to meet you exactly where you are.
Budgeting
Investing
Guidance
Who it’s for:
Anyone ready to start investing and building a better relationship with money - without paying full price while we build it together.
What we expect
This beta is for people who want to be part of building it. If you join the beta program, here's what we expect:
Complete at feedback surveys
Join multiple sessions with our team to walk through your accounts and experience
Open an investment account
Once you sign up, we will send you an email with instructions to download the app.
What it costs
All Beta users will have the subscription fee waived for the duration of the program
$0 / month
Subscription fee waived for all beta members during the program*
0.40% annually on assets under management
Only charged on AUM once your account surpasses $5,000
What is AUM?
AUM stands for assets under management - it's the total value of the money we're investing on your behalf. We charge 0.40% of that annually, which means if you have $10,000 invested, you'd pay $40 a year. Traditional financial advisors typically charge up to 1% - we're over half that.
*Beta Program will run through October 15th
Our Partners
Coming Soon
Independent, but not alone.
Coming Soon
Independent, but not alone.
Coming Soon