Plenty Launches Wealth-Building Platform for Couples, Catering to Millennials’ Financial Goals

Plenty, a recently launched company aims to assist millennial couples in discussing, managing and investing their finances together. The platform was founded by Emily Luk and Channing Allen and focuses on providing wealth–building opportunities that consider the unique circumstances of individuals in committed relationships. The couple met while working at Even, a company acquired by One in 2022, and got engaged. Then they realized the need for financial planning tools to navigate their future together.

Addressing Financial Challenges for the Non-Wealthy

Luk recognized that existing financial products focused on individuals who were already wealthy and this situation left limited options for those outside that category. Many available products either imposed high upfront fees or provided potentially predatory advice. Motivated to bridge this gap Luk and Allen left One to establish Plenty—an SEC-registered Investment Advisor offering a goals-based approach to investing.

Comments

Popular posts from this blog

VT vs. VXUS: Which is the Better Investment for You?

Manufactured Homes: A Smart Investment or a Risky Move?

Reserve Bank of Australia: Stablecoins Could Shake Up Aussie Finance Scene