Smart Automation
Set your goals and let our algorithms handle rebalancing, dividend reinvestment, and allocation.
AIOptimized 24/7 by Vertex AI
Live Market Data
S&P 500 +1.2%
WEALTH BUILT FOR TOMORROW
Experience institutional-grade investment management. From automated portfolios to private wealth advisors, we architect your financial legacy.
Assets
$12B+
Investors
85K+
Avg. Yield
6.8%
Top Mover
NVIDIA Corp.
Growth
+12%
TechHigh
BondStable
Join thousands of investors securing their future. From automated rebalancing to tax-loss harvesting, let technology handle the complexity.
Why investors choose Vertex
Features built for growth
From planning your retirement to daily trading, every detail is engineered for precision and performance.
Real-time Analytics
Get instant alerts on market shifts, earnings reports, and portfolio performance triggers.
Live data connection to NYSE/NASDAQ
Fiduciary Advisors
Consult with vetted CFPs who put your interests first, backed by our comprehensive guarantee.
4.9/5 rating from 50K+ clients
Tax Optimization
Automated tax-loss harvesting to offset gains and increase your after-tax returns without effort.
Avg. +1.8% annual value add
Investment Opportunities
Diversify across global markets
Personalized for your risk profile
Whether you seek aggressive growth or stable income, our expert team crafts strategies tailored to your timeline.
Crypto
Digital Assets
REITs
Real Estate
Stocks
Tech Sector
ESG
Green Bonds
Market Insights
Top Performing Sectors
Hand-picked opportunities that promise sustainable growth and resilience.
Bullish8 ETFs
Semiconductors
The hardware powering the AI revolution
YTD +45%
Vol: High
12 Companies
Healthcare
Innovation in biotech and pharma
YTD +12%
9 Currencies
FinTech
Payment rails and blockchain
YTD +22%
Trending18 Opportunities
Emerging Markets
High growth potential in developing economies
YTD +18%
Vol: Medium
Membership Tiers
Choose your tier
Transparent fee structures designed to align our success with yours.
Starter
For new investors
0%/mgt fee
Up to $25k assets
- Automated Rebalancing
- Tax-loss Harvesting
- Retirement Planning Tools
- Email Support
Most Value
Growth
For building wealth
0.25%/year
Over $25k assets
- Everything in Starter
- Smart Beta Portfolios
- Financial Advisor Access
- 529 College Plans
- Direct Indexing
Private
High net worth service
0.40%/year
Over $100k assets
- Dedicated CFP® Team
- Estate Planning
- Private Equity Access
- Complex Tax Strategy
- Priority Support
No lock-in periods. Transfer out anytime.
Investor Stories
Success Stories
Real results from people building their financial freedom with Vertex.
Sarah M.
Growth Investor
"Vertex automated the parts of investing I hated—rebalancing and taxes—and gave me better returns than I ever got managing it myself."
San Francisco, CA
Marcus C.
Private Client
"The level of detail in the financial planning is unmatched. My advisor helped me structure my estate in a way that saved my family significantly."
New York, NY
Emma R.
Retiree
"I was nervous about managing my 401k rollover. Vertex made it seamless and the ongoing income portfolio they built for me gives me total peace of mind."
Austin, TX
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