Launch screenshots from Product Hunt, Mar 2024
A fintech platform that simplifies tax-advantaged retirement investing, primarily for self-employed individuals and high-income professionals. It offers Solo 401k and IRA accounts with features like automated Roth conversions, cash management, and access to stocks, ETFs, crypto, and alternative assets. The platform is delivered as a subscription-based SaaS, with AI-driven tax guidance and automated investment options.
Key features
- Solo 401k and IRA accounts
- Automated Roth conversions (Mega Backdoor, Backdoor, standard)
- Smart Yield cash management
- AI tax agent for guidance
- Access to stocks, ETFs, mutual funds
- Crypto investing in IRA
- Alternative assets (real estate, startup equity)
- Recurring contributions and investments
- Roboadvisor and managed portfolios
- Penalty-free loans from plan balance
- EACA tax credit eligibility
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Freelancers solopreneurs
- SMB owners
- Executives founders