Connecting Your Money to What Matters

New North bridges financial tools with your personal goals, helping you map out your wealth journey with clarity and confidence. Our platform guides you through understanding your priorities, planning your finances, and making informed decisions—all without asset minimums or long-term commitments. Whether starting with our Free Planner subscription or advancing to our investor subscription, New North supports your path with flexible, human-centered tools and optional advisor access when you need it.

We plan to enter the market with a subscription-based model that begins with planning and evolves into investing, without asset minimums or long-term commitments. Every user starts on the Free Planner subscription, where they uncover their priorities through a guided quiz, set up their financial picture (net worth and budget), and simulate the outcomes of different goals to understand what is required to achieve them. Users may optionally schedule one-on-one sessions with a human Advisor on a pay-as-you-go basis for support during important moments.

Once users have clarity and direction, they can upgrade to the $25/Month investor subscription. Here, they can open, and fund investment accounts directly tied to their goals, track progress in real-time, and receive timely nudges to stay on track. The investor tier offers collaborative features, allowing users to involve partners, family members or accountability circles. Advisory support continues to be accessible on a pay-as-you-go basis, now at a discounted rate.