About Pattern Financial
Meet your new financial partner. Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized...
Meet your new financial partner.
Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized financial plans, asset management, and access to private equity investments (coming soon).
Advisor Matching
Match with a Credentialed Financial Advisor based on your goals.
Personalized One-on-One Advice
Get on-demand answers to your most pressing financial questions via live chat with your matched advisor. From retirement planning and tax optimization, to tricky questions regarding stock options and equity grants, our advisors are here to help you achieve your financial goals.
Ready, Set, Invest
Investing made easy. Answer a few questions about your situation and aspirations, and we’ll recommend a diversified portfolio that’s personalized for you. We’ll handle the trades. Need more help or have questions? Reach out to your team in the Pattern app or, simply sit back and watch your money work through Pattern’s dashboard.
A Partner You Can Trust
We’re a fiduciary - we’re legally obligated to put your interests ahead of our own.
Legal
Investment Advisory Services offered through Pattern Advisors LLC (“Pattern”), a Registered Investment Advisor. Investments involve varying degrees of risk. Past performance is not a guarantee of future performance. It should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Privacy Policy: https://www.patternfi.com/disclosures/privacy
Aug 18, 2023
Version 0.0.24
Onboarding improvements
Previous Versions
Here you can find the changelog of Pattern Financial since it was posted on our website on 2023-06-21 00:20:37.
The latest version is 0.0.24 and it was updated on 2024-04-22 18:09:47. See below the changes in each version.
Pattern Financial version 0.0.24
Updated At: 2023-08-18
Changes: Aug 18, 2023
Version 0.0.24
Onboarding improvements
Pattern Financial version 0.0.22
Updated At: 2023-07-29
Changes: Jul 29, 2023
Version 0.0.22
UI improvements
Pattern Financial version 0.0.21
Updated At: 2023-07-13
Changes: Jul 13, 2023
Version 0.0.21
Bug fixes
Pattern Financial version 0.0.18
Updated At: 2023-06-05
Changes: Jun 5, 2023
Version 0.0.18
Proactive messaging
Navigation improvements
Disclaimer
Official App Store Link
We do not host Pattern Financial on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Pattern Financial is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
