Invest Beyond the S&P 500. Without Becoming a Full-Time Trader.
Emes Wealth combines intelligent investment strategies, personalized risk management, and simple technology to help everyday investors invest beyond traditional index investing.
Your brokerage account. Your assets. Emes technology.
Investing involves risk. Strategies are designed to pursue outperformance — not guarantee it.
Your Brokerage Account
Connected
Powered by the Emes Brain — matched to your investor profile.
See Emes in Action.
Real money. Real trades. Real results — updated live.
Follow a live Emes Wealth strategy account as trades move from opportunity to entry, targets and exit.
Investing Shouldn't Become Your Second Job.
Many everyday investors face two extremes — and neither feels quite right.
Just Buy the Index
Simple and passive — but you're essentially accepting broad-market performance.
Trade Yourself
Research stocks, watch charts, find entries, manage positions and exits, control risk. It takes significant time, knowledge, and discipline.
There Should Be Another Option.
Emes Wealth is built for people who want a more active investment approach — without having to research stocks, watch markets, and manage trades themselves.
Meet the Emes Brain.
Investment technology designed around you — not the average investor.
You
Emes Brain
Analyzes your investor profile to help match you with an appropriate investment strategy and risk framework.
Your Investment Approach
A personalized strategy and risk framework designed around your profile.
Your Brokerage Account
Your assets remain in your own brokerage account. Emes Wealth does not take custody.
How It Works
Four simple steps to a personalized investing approach.
Tell Us About Yourself
Answer simple questions about your investment amount, goals, time horizon, risk profile, and liquidity needs.
Connect Your Brokerage
Connect a supported brokerage account while keeping ownership and control of your assets.
Get Your Investment Approach
The Emes Brain helps match your profile with an appropriate strategy and risk framework.
Invest With Emes
Emes technology helps monitor and implement the applicable strategy through your connected brokerage experience.
Automated execution and additional broker integrations are part of the product roadmap and will become available as those capabilities launch.
Built Differently Than an Index.
Instead of simply owning every company in an index, Emes strategies are designed to selectively identify opportunities within liquid U.S. equities using defined investment and risk-management rules.
Selective
We don't have to own every company simply because it's part of an index.
Disciplined
Investment decisions follow defined strategy and risk-management rules.
Focused on Liquidity
Strategies focus on liquid U.S. equities designed for efficient execution.
Your Money Stays Yours.
Your investment assets remain in your brokerage account — not with Emes Wealth.
- The brokerage account belongs to you.
- Investment assets remain at your brokerage or custodian.
- Emes Wealth does not take custody of customer investment assets.
- You can see your account and holdings through your brokerage.
Emes helps manage the investing experience. Your assets remain with your brokerage.
You
Your Brokerage Account
Emes Wealth Technology
Simple Pricing That Grows With You.
Start small. Your monthly price is based on the total value of your connected investment account.
Pricing is based on total connected account value.
Start investing with Emes for just $5.99/month.
Sophisticated investing technology shouldn't require a large portfolio or an expensive monthly subscription.
Built for the investor you're becoming — not just the investor you are today.
A Different Way to Invest.
Index Investing
- Simple
- Passive
- Broad market exposure
- Limited personalization
DIY Trading
- More control
- Requires time
- Requires research
- Requires execution
- Requires discipline
Emes Wealth
- Personalized
- Strategy-driven
- Technology-assisted
- Risk-aware
- Customer-owned brokerage
- Designed for simplicity
Investing Involves Risk.
No investment strategy works in every market environment. Investments can lose value, and past or backtested performance does not guarantee future results. Emes Wealth is built around disciplined investment and risk-management processes — not guaranteed outcomes.
Read Our Risk DisclosureWe're Just Getting Started.
Our long-term vision is to make intelligent, personalized wealth management accessible to everyone.