My finance stack:
Bank: @CharlesSchwab, @firstrepublic
Investing: @CharlesSchwab, @meetalbert, @AngelList, Real Estate
Cash: @Wealthfront
Credit cards: Chase Sapphire Reserve + @zerofinancial + Ramp Financial (corp card)
Crypto: mainly in @coinbase
PFM: @meetalbert
You?
Bank: chase (credit card and savings), simple (checking(, ally (savings), Venmo Investing: wealthfront, Robinhood, carta (angel investments), multi family apartments Credit: Amex Bonvoy card, chase preferred Crypto: Coinbase Tracking it all: Personal Capital
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Wow you can track it all across one platform?
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Mostly. Yes.
End of conversation
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