IN A NUTSHELL

• Alinea Invest is a mobile investing app built around a simple idea: building wealth should be stupidly easy, not a second job.
• Instead of picking stocks yourself, you invest in expert-built portfolios and themed “Playlists,” while an AI assistant called Allie explains what's happening with your money in plain language.
• You decide how hands-on or hands-off to be — automate your investing, learn as you go, and get the right information exactly when you need it, without having to become a finance expert first.

Alinea believes everybody deserves the freedom that comes from having their money work for them, without needing a finance degree, hours of research, or the anxiety that usually comes with investing. So we built an app that does the hard parts in the background: recommending diversified, expert-built investments, automating your contributions, and teaching you what matters in the moments it matters, all wrapped in an experience that actually feels good to use.

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Our Mission and Vision

Mission

To make building wealth stupidly easy.

Vision

To give people the freedom to spend their time how they actually want.

Investing is one of the most reliable ways to build long-term wealth, but most people avoid it because it feels complicated, risky, or built for someone with more money and more time. Alinea exists to remove that friction, so that not investing doesn't even feel like a choice.

What Does Alinea Do?

Alinea combines expert-built portfolios, AI guidance, and automation into one app, so you can start investing in minutes and keep building wealth without constantly managing it.

Expert Portfolios

When you sign up, Alinea asks about your goals and risk tolerance, then recommends a portfolio built by investment professionals. You're never starting from a blank slate or guessing which stocks to buy.

Investing Playlists

Playlists are curated collections of stocks and ETFs organized around themes, interests, or values — so you can put your money behind what you actually care about. You can follow existing Playlists or build your own, and share strategies with the Alinea community. With Playlists Pro, you can also invest in managed portfolios modeled on the moves of politicians, hedge funds, world events, and AI, and they rebalance automatically.

AI Allie

Allie is Alinea's built-in AI assistant. She translates portfolio performance and market activity into plain-English insights, so you can understand what's happening with your money without decoding financial jargon on your own.

Automated, Flexible Investing

You can set up recurring contributions on your schedule, make one-time deposits whenever you want, and adjust how involved you'd like to be at any time. Alinea keeps your money moving forward whether you check the app every day or once a month.

Daily Briefing

Every day, Alinea delivers a short, personalized summary of the financial news that actually matters to your investments — so you stay informed without having to go looking for it.

Potential Tracker

The Potential Tracker shows you how your investments could grow over time, helping you visualize the long-term payoff of the habits you're building today.

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Why People Choose Alinea

A lot of investing apps promise simplicity. Here's what Alinea actually stands behind:

Design that makes it an experience.

Simple, intuitive interfaces that remove friction at every step, because how it feels is just as important as what it does.

Automation on your terms.

We do the work, but you're always in control. Decide how hands-off or hands-on you want to be while your money keeps moving forward.

Confidence without the learning curve.

Investing shouldn't require years of experience. We guide you every step of the way so you can start building wealth with confidence.

Learn by doing.

We teach you what matters in the moments it matters. No finance degree required,  just practical knowledge that helps you make better decisions over time.

Built for you, not a template.

No generic advice. Everything is personalized to your goals, preferences, and comfort level, so it's actually relevant to you.

The right information finds you.

No endless research or scattered information. We surface what matters when it matters, so you can stay informed without constantly paying attention.

Safety and Security

Alinea Invest, LLC is an SEC-registered investment adviser. Investing accounts are held through DriveWealth, a member of FINRA and SIPC, so securities in your account are protected up to $500,000 (including a $250,000 limit for cash) if the broker fails though, as with any brokerage, that protection doesn't cover normal market losses. Bank connections use Plaid, and the app is protected with bank-level, 256-bit encryption. You must be 18 or older to open an account.

How to Get Started

• Download the Alinea app and answer a few quick questions about your goals and risk tolerance.
• Get matched with an expert-built portfolio, or explore Playlists built around themes you care about.
• Link your bank account and choose a one-time deposit, a recurring contribution, or both.
• Let Allie and the Daily Briefing keep you informed and check the Potential Tracker anytime to see how your money is working.

Summary

Our purpose is to make building wealth stupidly easy so that not investing doesn't even feel like a choice.

Our promise to you is that your money works for you in the background, helping you build wealth with confidence while giving you the freedom to spend your time how you actually want.

We achieve that by designing for clarity, automating the hard parts, helping you learn as you go, personalizing the experience to your needs, and delivering the right information exactly when you need it.

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This content is for informational purposes only and does not constitute investment, legal, or tax advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

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