Wealth
Recommended portfolio allocations built to last
Let us be clear, we are on a mission to remove financial obstacles to human possibility.
We are empathetic stewards of financial decision making, advice and resources.
We are thinking of the entire personal finance ecosystem and experience, and how we can make it better and more human.
We are always rising to meet today's challenges and anticipate tomorrow's needs so we can help others rise and achieve their financial dreams.
Lay a financial foundation to thrive.
Recommended portfolio allocations built to last
Automatic emergency fund levels with suggested savings plan
Keep track of your portfolio holdings across accounts
Track your monthly expenses across categories
Get started by creating a customized financial plan with help from a digital CFO in your pocket.
Review your financial snapshot
We support you with every step
It’s effortless money management
Enjoy a personal CFO anytime, anywhere. Our AI financial expert offers real - time advice.
A plan that works best for you.
This app has transformed how I manage my finances. The AI-driven personalized advice is spot-on and has helped me set and achieve my financial goals effortlessly. Highly recommend!
I love the seamless integration and real-time insights this app provides. It’s like having a personal CFO in my pocket, guiding me through every financial decision with ease. A must-have for anyone serious about financial planning.
The AI technology in this app is incredible. The tailored financial advice has helped me optimize my spending and investments. It’s an invaluable tool for anyone looking to take control of their financial future.
We operate at the intersection of finance and AI, embracing our responsibility with utmost seriousness. Our aim is to become the world's most trusted company in both sectors.
We employ the highest standards of encryption to safeguard sensitive financial data.
Your data is yours alone. We will never sell your information.
All data processed by our algorithms is anonymized. Our AI algorithms do not handle any personally identifiable information.
Insights to drive your finances forward.
Learn MoreJon D. Rock is an iOS mobile app that helps you achieve your vision for the future by creating your best financial plan.
Your plan will accommodate your financial snapshot, investment choices and life goals for 5, 10 or 30 years from today. The tool helps keep you on track by suggesting simple action items you can follow each month.
To get started simply download the Jon D. Rock app, create an account and select the plan that works best for you. You’ll then complete a brief questionnaire and create a financial snapshot.
Jon D. Rock values your privacy and data security. We never have access to your financial institution account credentials, logins or passwords. This information is encrypted with protocols like the Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS).
Yes, a subscription is required to use Jon D. Rock.
Get in touch.