Crafted Finance

See your entire portfolio in one place and sync it with the financial plan crafted by your trusted advisor.

Crafted Finance is a comprehensive wealth management service that focuses on helping you pursue your ideal life. Our investment advice is a major part of the overall plan you created to reach all your goals. This app helps you and us monitor all your investment accounts while using a proven but modern approach to investing.

To invest well, you must decide how much to invest, how much risk to take, and where all your money should be allocated across different account types. We offer a better investing experience with tailored recommendations for all your investments, we sync all your accounts in one system, and do it all for a reasonable price. Visit http://www.craftedfinance.com/service/services/pricing to learn more. Contact us at 650-336-0598 once you've downloaded the app to get started.