Meet your new money manager

Pattern enables on-demand conversations with your matched financial advisor. Get tailored financial plans, asset management, and access to private equity in your new digital family office.

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The authenticity of a human plus the autonomy of a robo

Traditional RIAs

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Investment Management

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Testimonials

We have so much need for counseling, but we are just so under-resourced.

— Pastor, 1,000-person church in Texas

Our Pastor quit during COVID because he was so burned out from the counseling demands.

— President, 200-person church in Oregon

We have started referring people out for counseling, because we just can't handle the demand.

— Pastor 2,000-person church in suburban New York

Insights

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