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With gamification & rewards to keep Millennials & Gen-Z logging in daily
Multiple co-pilots that attract and retain the next-generation from fintechs
Be the go-to institution for the trillions passing to Millennials and Gen-Zers
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Members engage with a Conversational AI and Interactive Financial Literacy courses for a engaging experience
Built-in lifestyle discounts and rewards encouraging better budgeting, saving, investing behavior
360 view of all account data in one place for better personalized insights
members are guided and track their milestone progress to financial freedom
Offer 4.59% high-yield cash account designed for growth
Your members receive Guided Self-directed investing tactics starting with $1
Members generate their own custom Portfolio based on their goals, risk levels and interest
Seamless access to stocks, options, ETFs and crypto for diversified growth
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More than a vendor — your growth partner in innovation and operational efficiency with reduced risk for your institution
Outdated UI/UX drives members to use external fintech apps
We're pre-approved with most digital bank providers. Launch within weeks not months
Social marketing intelligence tool to launch campaigns to increase adoption
We handle the integration start to launch so your team can focus on what matters
Sleep better knowing we’ve added extra security and are fully compliant
Help your advisors build loyalty with low depsoit members who don't have $100K
Step into the future of personalized banking — Empower your credit union and FI to lead with innovation and deepen member impact.
Ideal for smaller financial institutions with less than 75,000 account holders or less than $1B AUM
Ideal for mid-sized and larger financial institutions with 75,000 or more account holders or $1B AUM and more
We’re here to assist you in getting started with AlgoPear. If you can’t find the answer you’re looking for, please don’t hesitate to contact us.
We understand that many credit unions and financial institutions have limited IT resources. We’ve partnered with leading digital banking providers to simplify integration. Our APIs have dedicated development support, and implementation usually takes 1-2 weeks, depending on the digital banking provider.
Once AlgoPear is integrated, members can access it instantly through Single Sign-On (SSO) within your digital banking app (mobile and web). They can enjoy all features, including live desk support, in a few clicks.
Yes! Our back office intelligence dashboard provides real-time insights into member engagement, retention, and AUM growth for you and your financial advisor partners. It equips you with all the necessary tools to measure performance and comprehend the impact of AlgoPear on your institution.
AlgoPear ensures full regulatory compliance through trusted partners. Our SOC 2 Type II-approved infrastructure meets FINRA, SEC, and SIPC standards. Advanced cybersecurity protocols and risk mitigation enable immediate deployment in your digital environment.
Once your bank or credit union offers AlgoPear, your financial information links through Plaid. You’ll gain access to Selene, an AI financial agent that teaches financial literacy, helps manage your money, guides investment decisions, and creates personalized portfolios based on your lifestyle, goals, and budget—for any account size.
No experience needed—start from zero. Our investment technology assesses your finances and guides you toward your goals for a faster path to retirement.
Start with just $1 and grow your wealth effortlessly with guidance from AlgoPear's AI financial agent, Selene.
We don’t charge fees to account holders. Your financial institution can cover the cost or offer access through a small subscription fee.
We price based on expected adoption within your digital-first member base. Contracts start at 10% of total account holders or 20,000 seats. We also offer usage-based pricing for approved smaller institutions. Plus, our marketing support helps drive adoption and maximize value from your seats.
No worries—we work with institutions under 100,000 retail account holders. Our flexible pricing is designed to support your growth while making integration easy and accessible.
No, we don’t charge management or performance fees. This keeps costs low for your members and helps drive long-term loyalty. Our team will work with you to determine the right number of license seats for your institution.
Absolutely. AlgoPear is built to scale with institutions of any size. To explore a custom integration, reach out to us at partnerships@algopear.com or submit a request through our website—we’ll follow up quickly to discuss your needs.