Our team has $10 billion of experience and is now personally investing for you.
Round is the only app with a real human investment team that manages your money, every single day.
We don't just invest in stocks, we gain you access to high-income generating bonds. Generally, only hedge funds and institutional investors have access to these investments. Now with Round, you can gain exposure to these same investments!
How it works
1) You answer a series of questions to get a custom portfolio built around your goals. It takes as little as 3 minutes. Most portfolios are well diversified, with over 2,500 individual investments.
2) Our in-house investment team actively manages your portfolio for you, every day. This means that we are constantly navigating the markets for you, looking for the best investment opportunities, and managing your risk.
3) Every week, we send out an update video to explain how your investments are doing, in words you can understand.
-No Round fees for now!
-Expect fees to be 1% of your account annually (charged monthly) or $1 a month. See our website for more details.
-Our partner bank may charge additional fees. For example, you may be charged a fee if you have insufficient funds and your deposit has to be returned. We'll reach out to you if this happens.
Safety & Privacy
-Your investments are protected by the Securities Investor Protection Corporation (SIPC) and are held at our custodian, APEX Clearing Corp.
-We do not store any compromising information on our servers.
-We use bank-grade security and authentication to ensure your private information stays private.
-Round Investments is an SEC-registered Investment Advisor.
Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
Ratings and Reviews
Very excited about this investment platform. An extremely user friendly application coupled with a highly qualified investment team.
The weekly updates are very informational and help a layman like me understand how the market works and the many ways the hard working team at Round is making my goals come to fruition.
Round has a bright future and I am very excited to grow my goals with them!
I am in love with this app, I currently use stash, M1, robinhood, swell, and LendingClub and other investment platforms. Round is one of my favorites because it gives you weekly updates on how your the markets are behaving. It is also extremely easy to use. It clearly tells you how much you’ve made with clear figures and a graph. Great app to start investing.
Great alternative to passive investing apps
Love Round’s alternative portfolio offering. The design and user interface is slick and really easy to use. Investment topics are also explained in a simple yet informed manner. Keep up the good work!
With Family Sharing set up, up to six family members can use this app.