Every account, one clear picture
Era brings every bank, brokerage, and card into one cleaned, categorized picture, watched around the clock, so oversight stops being a quarterly spreadsheet exercise.
Institution-grade oversight, without the institution
Era brings the research and automation machinery of a large institution to family-scale operations: one data hub, regulated custody, and AI that handles the repetitive work.
Every account in one clean picture
Connect banks, brokerages, and cards through Plaid and MX, covering 16,000+ institutions, and see holdings, cash, and spending in one place, cleaned, categorized, and always current.
Model portfolios, professionally maintained
Curated allocations maintained across risk levels, a disciplined starting point for long-horizon capital. Available through Era Agency.
Research coverage across the portfolio
AI reads market signals and earnings reports and forms investment theories grounded in data, analyst-desk coverage without an analyst desk on payroll. Available through Era Thesis, currently in private beta.
Custody with a regulated broker
Brokerage and custodial services are provided by Alpaca Securities LLC, a member of FINRA/SIPC. Assets sit with a regulated custodian, never with Era.
Automations for the busywork
Set rules that run on their own: detect income, categorize spending across accounts, trigger transfers, and flag billing anomalies before they become problems.
Security you approve, fully logged
Protected with AES-256 encryption at rest and TLS 1.3 in transit, OAuth 2.1 for agent connections, and your bank credentials are never stored. It's never sold. Every agent action needs your explicit permission, is recorded in an activity log, and can be revoked at any time.
Common questions
Yes. Connect banks, brokerages, and cards from every account into one cleaned, categorized picture. Era keeps them organized and always current.
Assets in Era are held by Alpaca Securities LLC, a member of FINRA/SIPC. Era never takes custody of your money.
Yes. Era Financial Advisors LLC is an SEC-registered investment adviser (CRD #334404). Registration doesn't imply a certain level of skill or training, and past performance doesn't guarantee future results.
Never. Your data isn't sold or rented, and every agent action needs your permission first.
No, Era works alongside your existing staff and advisers. It brings the data together and handles the repetitive monitoring, so the people you trust spend their time on judgement instead of gathering statements.
Bring every account into one clear picture
One organized picture, regulated custody, and automations that absorb the busywork. Free to start.