Acorns Integrations

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Mesh securely enables safer, easier crypto transfers and payments from 300+ leading exchanges and wallets, all without leaving your platform. End-users can authenticate into external exchanges or wallets and send assets directly to your platform. Our powerful API revolutionizes the crypto transfer experience by enabling seamless wallet-to-wallet connectivity. Our SDK provides an out-of-the-box experience that manages Mesh’s entire catalog of integrations, all authentication flows, and an elegantly reimagined crypto transfer experience. Mesh is a comprehensive, trusted, secure, and SOC II-compliant solution with a team that has decades of experience in auth and identity management.

Era is your AI-powered financial assistant. Keep up with current events that impact you or your finances. Era has real-time global knowledge and writes articles just for you and your financial situation. Feel more in control of your future with personalized investment assistance and rebalancing. Connect all of your accounts, track budgets, and set smart AI goals for the future with easy, chat-based prompts. Create automated tasks for anything, from notifying you about market news to moving money where you need it most. No need to migrate, Era works with your existing bank accounts and handles the transfers for you. Pay off student loan debt or save for your next vacation all by asking Era. Era brings all of your money management tools under one roof, and then some. Try Era out for free before connecting all your accounts. All of your personal financial information is safe and private, used only for personalized answers, and will never be sold or used for advertising purposes.

​PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.

Trellis Connect makes it fast, easy, and secure for users to share personal insurance information. Trellis makes insurance easy by meeting consumers where they are and helping them find the right personal insurance to meet their needs. Powered by consumer-permission data, Trellis Connect is the next-gen property and casualty pre-fill solution that delivers a simplified user experience, unlocks the full value of data in personal insurance accounts, and protects users’ security and privacy. Trellis works closely with top companies, from financial institutions to fintech to insurance carriers, to deliver the best fully white-label, end-to-end insurance solutions on the market. A platform for comparing and purchasing personal property and casualty (P&C) insurance policies. Get our best-in-class solution, which comes with a team of fully-licensed insurance agents, up and running in just a few days.