Intelligence
for your money
The unified financial platform built to turn understanding into action.
What Yoshi does
A financial expert in your pocket.
Yoshi handles the work behind your banking1, investing, and moving money, so you don’t have to.
-
Finds the next move
-
Takes care of the work
-
Keeps you on track
What Yoshi understands
Action that moves you forward.
-
10:41 AM ✓
Moved idle cash
$320 is earning a better rate.
-
10:12 AM ✓
Reinvested your budget surplus
$740 more went into the market this month.3
-
9:58 AM ✓
Adjusted your portfolio
Your plan is back on track.
-
9:31 AM ✓
Paid down high-interest debt
$186 less interest this year.
Built around you
One place for more financial action.
So your financial life can work together without asking you to manage every step.
-
One system
-
Smarter over time
-
Progress that compounds
Yoshi Advisory LLC is an SEC registered investment advisor. Securities products and brokerage services are provided by Apex Clearing Corporation. Apex Clearing Corporation is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. FINRA BrokerCheck reports for Apex Clearing Corporation are available.
1 Yoshi is a financial technology company, not a bank. Cash Account and banking services provided by Column N.A., Member FDIC.
2 Yoshi is a financial technology company, not an FDIC-insured depository institution. FDIC deposit insurance covers the failure of an insured depository institution. Certain conditions must be satisfied for pass-through FDIC insurance to apply. Deposits in Cash Accounts are FDIC-insured through Column N.A., Member FDIC, and Column’s Sweep Program Network Banks.
3 Investments are not FDIC insured, are not deposits, and may lose value.
4 Illustrative examples only. Outcomes are not guaranteed and will vary based on individual circumstances.