Description

Your Money - Your Wealth - Made Easy Beanstox helps you invest automatically in personalized ETF portfolios, retirement accounts, and other investing options. All designed to make long-term investing easier to start and manage. Built by experts and backed by Kevin O’Leary. Invest in ETFs, Traditional and Roth IRAs, Gold ETFs, Bitcoin ETFs, and short-term Treasury ETFs through a simple, secure app designed for beginner and experienced investors alike. INVESTING OPTIONS RETIREMENT ACCOUNTS (Beanstox Premium – $10/month): Personalized portfolios in Traditional and Roth IRAs, built around your investment goals and risk profile and offering potential tax advantages. WEALTH BUILDER (Beanstox Plus – $5/month): An expert-built, diversified ETF portfolio designed for people who want a personalized portfolio, diversified using a blend of ETFs to reduce risk. GOLD (available with Beanstox Premium): The easy & automated way to invest in Gold. No coins, no vaults, no hassle. Secure and Simple with ETFs. BITCOIN (available with Beanstox Premium): The easy & automated way to invest in Bitcoin. Secure and Simple with ETFs. STOCKS 500: Automated investing in an S&P 500 tracking ETF portfolio. Invest in 500 of the biggest U.S. companies. POWER SAVINGS: Beanstox makes it easy to “skip the banks.” Get more on your invested cash compared to traditional savings accounts. WHY BEANSTOX - Automated Investing: Recurring deposits and portfolio management handled for you. - Start Small: Begin with as little as $20. - Transparent Pricing*: One flat monthly fee. No trading commissions or hidden costs. - Security & Regulation: SEC-registered adviser; client accounts are SIPC-protected (up to $500,000 where applicable). - Education: Monthly market data and investment education. MORE FEATURES - Tools: Visualize your long-term investing potential. - Diversified ETF Portfolios: Professionally selected ETFs for broad market diversification. Simple Experience: No complex dashboards — just simple automated investing. WHO WE ARE Kevin O’Leary (Mr. Wonderful from Shark Tank) and Connor O’Brien (CEO) co-founded Beanstox to make automated investing accessible for everyone, from first-time investors to busy professionals. Seriously Simple Investing® with Beanstox. * For additional information, disclosures or information on pricing, see images above or visit www.beanstox.com and www.beanstox.com/disclosure. Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures. All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. © 2025 Beanstox Inc.