[Disclaimer] I'm the founder of farther finance (https://www.farther.com) - the first digital family office.
We offer this to our clients at farther - set a minimum amount to keep in your bank account, everything over set minimum gets swept to your investment accounts and invested based on how you set them up and any relevant regulatory stuff (like max IRA contribution amounts) or goal amounts.
Quick note - We focus on holistic management for pretty significant wealth (compared to the target client for most offerings) and all of the stuff that comes with that - more intricate planning around events, alts, families, collabs with CPAs, attorneys etc. That's best achieved with a hybrid approach - an advisory team boosted by tech - so advisors are part of the deal! If you're interested, feel free to PM me and I'll connect you with one of our advisors.
We offer this to our clients at farther - set a minimum amount to keep in your bank account, everything over set minimum gets swept to your investment accounts and invested based on how you set them up and any relevant regulatory stuff (like max IRA contribution amounts) or goal amounts.
Quick note - We focus on holistic management for pretty significant wealth (compared to the target client for most offerings) and all of the stuff that comes with that - more intricate planning around events, alts, families, collabs with CPAs, attorneys etc. That's best achieved with a hybrid approach - an advisory team boosted by tech - so advisors are part of the deal! If you're interested, feel free to PM me and I'll connect you with one of our advisors.