Locations
Portland, OR, USA · New York, NY, USA · Portland, ME, USA · South Portland, ME, USA
industry
Finance
Size
1 - 10 employees
Stage
Seed
founded in
2021
Pattern is a modern financial membership platform that connects clients with Certified Financial Planners® for tailored financial advice and asset management. The service offers on-demand access to financial advisors, allowing clients to receive personalized guidance and support in managing their wealth. By combining human expertise with a user-friendly digital interface, Pattern differentiates itself from traditional Registered Investment Advisors (RIAs) and robo-advisors. The platform aims to help clients grow their assets while maintaining a comfortable level of risk, catering to various financial goals such as early retirement and education savings. With a focus on exclusive membership and personalized service, Pattern positions itself as a unique player in the financial advisory market.
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