TrustVest — Every investment starts with a reason

Every investment starts with a reason.

Tell TrustVest what you're investing for, how long you can wait and how much risk feels right. We match you to stocks and ETFs built around your answers.

A couple smiling and embracing in their kitchen on a quiet morning
Investing for
Our first home
Free to get matched
Three questions, about two minutes
Stocks & ETFs only, no noise
A retired couple smiling together on their sofa at home

Money means more when it has a job.

Five thousand dollars set aside for a wedding in two years and five thousand set aside for retirement in twenty-five aren't the same money, even though the number matches. One has to be there on a date. The other has decades to grow.

See the four goals

From a goal to an actual position.

No generic model portfolio. Every match is shaped by what you tell us about your goal, how long the money can sit, and how much risk feels right.

01

Name your goal

Long-term growth, retirement, a major purchase, or learning to invest. Pick the one closest to what the money is for.

02

Set your timeline and comfort

Tell us how long the money can stay invested and how much risk feels right. There are no wrong answers.

03

Get matched

See up to four stocks or ETFs matched to your answers, each with a projected six-month return.

04

Fund and track

Fund by bank transfer or crypto, then follow everything you've started on one dashboard.

Whatever the money is for, start there.

TrustVest begins from four goals. Each one changes what you're matched to.

Long-term growth

For money with no fixed date. You're building wealth over time, so your matches lean on patience and steady growth rather than a deadline.

Start with this goal

Retirement

For adding to what you're already saving. This is money with a job to do later, and your matches are built around that longer road.

Start with this goal

A major purchase

A home, a wedding, or something big with a date attached. The timeline is shorter, so the time you have left matters as much as the goal itself.

Start with this goal

Learning to invest

For starting small and getting comfortable. There's no pressure to get it perfect, and your matches start from where you are.

Start with this goal

Matched to you, not to a model portfolio.

Your goal is where it starts. Two more answers fine-tune the result: how much risk feels right, from conservative to aggressive, and whether you'd like individual stocks, ETFs, or a mix of both.

Not sure which? Let TrustVest decide the blend.

Get matched
A person reviewing an investment chart on a tablet

See it before you start.

Every match comes with a plain-English breakdown: what it is, what it's projected to return over six months, and the minimum investment period. All of it is stated before you fund anything.

Start with your goal
For retirement

Keystone Dividend ETF

ETFKDVD

A fund that spreads your money across many established companies that pay regular dividends.

Projected return
+3.4%
over 6 months
Minimum period
6 months
stated before you fund

Illustrative example. Not a real instrument or an actual projection.

Why TrustVest

We're not trying to be your bank, your budgeting app, or your crypto exchange. Just a clear, honest way into stocks and ETFs, starting from what you actually want the money to do.

Built around your goal

Not a one-size model portfolio. Your goal, your timeline and your comfort with risk change which instruments you see.

No wrong answers

The questions tune your matches. They aren't a test.

Real projections

Six-month projections, not vague promises.

Stocks & ETFs only

No meme coins, no distractions.

Terms upfront

Minimum period and fees, stated before you fund.

Built to be trusted with your money.

Security isn't a footnote for us. It's the baseline everything else is built on.

Bank-level encryption

Your data is encrypted at rest and in transit, always.

Your info stays yours

We don't sell your data. Full stop.

Clear terms, no fine print games

Minimum periods and fees are stated before you fund anything.

What users are saying

"I'd been putting off investing for years. Being asked what the money was for made it feel like a decision I could actually make."

AR
Amara R.
Investing for retirement.

"We're saving for our wedding in two years. Seeing that reflected in what I was matched with was the first time an investing app felt like it was listening."

DK
David K.
Investing for a major purchase.

"I didn't know what I was saving for until it asked. The 'no wrong answer' line took the pressure off."

SN
Sofia N.
Learning to invest.

Questions, answered

What if my goal isn't listed?
TrustVest starts from four goals: long-term growth, retirement, a major purchase, and learning to invest. Choose the one closest to what the money is for. If there's no specific date, long-term growth is usually the nearest fit.
How is my match calculated?
From your answers to a short questionnaire: your goal, how long the money can stay invested, how much risk feels right, your experience level, and whether you want stocks, ETFs, or both.
What's the minimum investment period?
Six months. That's the minimum window before returns can be realized and withdrawals open up. It's shown upfront before you fund anything.
Can I withdraw early?
Not during the minimum investment period. Withdrawals open up once that period completes and a return is realized.
What can I actually invest in?
Individual stocks and ETFs matched to your answers, and nothing else. No crypto assets as investable instruments, no options, no leverage.
Is my money safe?
Your data is encrypted at rest and in transit, and we never sell your information. Every term, including the minimum period, is stated before you fund anything.

So, what are you investing for?

Answer three questions in about two minutes. No commitment until you decide to fund it.

Get started