We are your partner in building wealth.

Automated, risk-aware investing made accessible to everyone.

Simplified investing with intelligent, hands-off strategies tailored to your financial goals.

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SEC-Registered Investment Advisor

Always prioritizing your best interests.
platform screenshot

SEC-Registered Investment Advisor

Always prioritizing your best interests.

Backed by

Miroma Ventures & Powered by Apex Fintech Solutions

Investing Shouldn’t Be Hard.

For too long, investing has felt overwhelming, risky, and out of reach for everyday individuals. Traditional platforms focus on high-risk trading or complex financial tools, leaving users frustrated and uncertain about their financial future.

Sidepocket Changes the Game

We provide

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Simple, Automated Strategies: Invest intelligently without the stress of day-to-day market tracking.
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Sophisticated Tools for Everyone: Access data-driven strategies once reserved for institutions.
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Regular Portfolio Rebalancing: Algorithms rebalance monthly based on current and projected market conditions.
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Transparent, Trusted Solutions: As an SEC-Registered Investment Advisor, we always act in your best interest.

Why Choose Sidepocket?

Advanced Strategies Made Accessible: Enjoy tactical asset allocation and risk-aware investing without needing a finance degree.
Risk Management You Can Trust: Minimize losses with strategies designed to protect your wealth during market downturns.
Focus on Long-Term Success: Build a secure financial future with tools designed for sustainable, steady growth.
Fiduciary Responsibility: As an SEC-Registered Investment Advisor, your success is always our priority.
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Designed for Modern Investors.

Automation
Smart, Automated Strategies: Invest confidently with tactical asset allocation and portfolio rebalancing
Monitoring
24/7 Market Monitoring: Our tools adjust your portfolio as needed, so you’re always protected.
Risk Management
Risk-Aware Investing: Minimize losses with advanced strategies designed to weather market volatility.
Tracking
Progress Tracking: Easily monitor your portfolio growth and financial milestones.

Effortless Investing Starts Here.

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Define your goals

Set your financial objectives and risk tolerance.

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Automate Your Portfolio

Let Sidepocket’s intelligent tools manage your investments 24/7.

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Track Your Growth

Stay informed with real-time updates and performance insights.

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Trusted by investors across the nation

"Quick and easy on boarding - performing better than any other robo I’ve used. Their models work, the onboarding was easy and was able to quickly get through all the features in the app."

-Liz

"Sidepocket makes me better. I can’t read charts or follow the constant news feed. I love this app because it lets me pick my risk tolerance and strategy and balances my portfolio without daily decision making."

-Evo

"It’s one of the best investing apps I use right now. It’s giving all of us access to investment strategies that we normally wouldn’t have access to. Will be starting to use this as my primary fin tech app."

-Dani

4.9/5 Stars on the App Store

Built by the team featured in

Take the First Step Toward Financial Freedom.

Investing doesn’t have to be complicated or time-consuming. With Sidepocket, you can automate your portfolio, minimize risk, and start building wealth today.

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