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Link your accounts in seconds
Bank-level security, read-only by default
Finally, your portfolio answers back
Pesto is the AI investment companion built for busy professionals — plug in your accounts and get clear answers about your money.
Free to startBank-level securityPrivate by design
Paycheck just came in — what should I invest in?
1. Analyzing your portfolio…
2. Retrieving your risk profile…
3. Creating tailored recommendations…
Ask Pesto anything
Brings your whole financial picture together
Brokerage accountsRetirementRSUs & equitySavingsISAsPensionsCryptoCashBrokerage accountsRetirementRSUs & equitySavingsISAsPensionsCryptoCash
Stop vibe investing. Talk to Pesto.
Pesto connects to your accounts, analyzes your holdings, and gives you advice tailored to your situation.
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Ask anything, anytime
Chat with your investment companion 24/7
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Stop guessing with your money
Get answers based on what you actually own
Only news that moves your money
Market updates filtered to your holdings.
Tesla names a new CEO — what it means for holders
+2.4%Microsoft acquires fintech startup in billion-dollar deal
+1.1%Uber hits profitability milestone for the first time
+3.8%JPMorgan increases dividend after a strong quarter
+0.6%Apple announces record quarterly profits
+1.9%Goldman Sachs faces regulatory probe, stock dips
-1.3%Amazon unveils new CFO amid major restructuring
-0.4%Tesla names a new CEO — what it means for holders
+2.4%Microsoft acquires fintech startup in billion-dollar deal
+1.1%Uber hits profitability milestone for the first time
+3.8%JPMorgan increases dividend after a strong quarter
+0.6%Apple announces record quarterly profits
+1.9%Goldman Sachs faces regulatory probe, stock dips
-1.3%Amazon unveils new CFO amid major restructuring
-0.4%
Advice this specific
Turn your plans and goals into a strategy you can actually act on.
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Answers, whenever you ask
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Read-only account access
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From sign-up to first answer
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To get started
Designed for busy professionals like you
Tech Workers.
For builders with RSUs and illiquid stock who want clarity across equity and cash.
Built on trust. Private by design.
Pesto is built with bank-grade security and your privacy at its core.
Your best interests first
We only succeed when your money does
Bank-grade security
Your data is encrypted end-to-end, always
Battle-tested platform
We run regular security reviews against our systems
We care about data security
We follow industry-standard practices for protecting customer data, with encryption in transit and at rest and least-privilege access throughout.
Frequently asked questions
Pesto is an AI investment companion built for busy professionals. Connect your accounts and Pesto helps you understand your holdings and turn your goals into a clear strategy.
Yes. Your data is encrypted in transit and at rest, access is read-only by default, and we follow industry-standard practices for protecting customer data.
No. Pesto helps you understand your portfolio and plan your strategy. You stay in control of every decision and place trades wherever you already invest.
Pesto analyzes the accounts you connect and your stated goals, then tells you what to do next based on what you actually own.
Yes. Pesto is designed to explain things in plain language, so you can ask anything and get a clear answer — no finance background required.
Create an account and link your investment accounts through a secure, read-only connection in just a few seconds.
Pesto works on the web today, with a mobile experience available across iOS and Android.
Most apps show you charts. Pesto talks back — answering questions about your specific portfolio whenever you need clarity.
Let us plan your financial future
Clarity compounds.
Turn your income into a clear strategy. Start building real wealth today.
Get started