Maple

Skip to content MAPLE Menu A superpowered financial expert in your hands We will help you achieve your financial goals MAPLE is your next-gen financial advisor, giving you the best personal advice every step of the way Our Pledge We don't share your information No Ads, No Calls We serve you and no one else We never stop working for you. Our tools analyze your assets, track your goals and deliver personalized recommendations that optimize your wealth Unlock your full potential with MAPLE We don't profit off of your trades No hidden fees Supercharged Personal Advice Optimize your portfolio like a pro with specific, personalized, financial advice. Get the world’s best financial advisor working for you SuperchargedPersonal Advice Optimize your portfolio like a pro with specific, personalized, financial advice. Get the world’s best financial advisor working for you Learn more AI Wealth Management Use the tools of the future to help you build your future. Set your goals, and we’ll show you exactly how to get there Learn more AlwaysWorking for You AI never sleeps. We’re always running, always analyzing, always optimizing. We’re with you every step of the way, helping you grow your wealth, alerting with critical advice whenever needed Learn more MAPLE X-Ray Start with your financial checkup. Unlock valuable insights with our AI-powered financial expert, gaining unique perspectives previously hard to spot Where wesee you ExposureReview RiskAssessment CashOptimzation DebtAnalysis RetirementReadiness Where we see you Your Personalized Financial Checkup! A comprehensive report of your current financial status, complete with a scorecard assesses various financial parameters Exposure Review Keep your portfolio diversify. Get a comprehensive view of your overall portfolio and find out if it optimized for your needs Risk Assessment Don’t risk it. Understand your risk tolerance and make sure it is aligned with your portfolio Cash Optimzation Be the king of your cash. Gain a clear snapshot of your inflows, outflows, and savings rates to ensure financial stability. Make sure you have enough for the unexpected Debt Analysis Don’t let debt hold you back. Get a clear view of your overall liabilities. Understand its impact on your financial planning and see if it is optimized to current situation Retirement Readiness Retire with confidence. Find out whether your strategies are optimized for tax benefits and are you on track to meet your retirement goal Privacy and Safety MAPLE was developed by Financial Experts with In-Depth Industry Knowledge. We use the very best in encryption and data privacy standards Learn more Multifactor authentication We use two factor authentication for login Point-to-point encryption Data is secured and encrypted at-rest and in-transit Privacy and credentials We do not have your financial account login credentials. We will never sell your data Designed for SOC2 We follow compliance regulations so we stay aligned to newest privacy requirements Want a superpowered advisor working for you? Get our app and services and start investing as you should MAPLE MAPLE Say goodbye to the confusion and stress Get MAPLE working for you... Crafted by Financial Experts with In-Depth Industry Knowledge --- Skip to content MAPLE Menu How it works We collect data from thousands of data sources to provide you everything you need to manage your financials and reach your goals m. Advisor m.Analyzer Supercharged Personal Advice m. Advisor m. Advisor Powerful insights and recommendations tailored to you. Advice that isn’t personalized is just noise.  Maple is working 24/7, analyzing thousands of data points to delivers timely, relevant advices that fit your goals m.Analyzer m.Analyzer Explore every angle and leave no stone unturned. Our analysis tools provide the breakdowns and visualizations you need.  Understand your exposure and risk from every angle and optimize your financial life This is how empowerment feels... m.Journey m.Calender m.Simulator m.Predict AI Wealth Management m.Journey m.Journey Know where you are going and how to get there. Our integrated planning platform helps you find your path, keeps track of what matters and delivers the guidance to get you there. m.Calender m.Calender Everything that matters…all in one place Our calendar tracks the events for your holdings and your journey with enough lead time for you to make the right call. m.Simulator m.Simulator Ask ‘What if’ and know the answer. Experiment with different approaches to find the pathway that unlocks your potential.  Our simulator allows you to see how adjustments in risk tolerance, investment mix and strategy can impact your wealth m.Predict m.Predict Bring your financial future into focus. Maple combines everything we know about you including cash flow, probable returns, income events and more to deliver a realistic projection of your wealth over time Always Working For You m.Profiler Always one step ahead when it comes to knowing you. Our profiler is always snooping to get to know you better. With hundreds of data points, we keep up with your evolving preferences for the most personalized advice m.Tutor Learn. Apply. Grow. Personal finance can be challenging.  Our integrated mentor helps you master the concepts you need to reach your goals.  We provide direct guidance so you will understand what is driving our recommendations Be smarter with your money More Features m.FeesOptimizer Know the real cost of doing business Fees can represent a significant portion of your expenses over time and our tracking tools help keep you informed on what you are paying and alternatives that can save you money while achieving your goals m.Report Crystal-clear view of your finances with our customizable reporting tools. Share a snapshot of your financials with anyone you choose, and create your own custom reports that fit your unique needs m.Reflection Take a look back at your financial journey with our powerful reflection tools. Analyze the impact of your decisions from the past quarter or year, and gain valuable insights into your wealth accumulation m.Discover Finance... filtered... There is a lot to digest.  Maple Discover organizes the chaos and delivers relevant and timely information from a variety of leading sources.  Instantly know what matters for your holdings and broader trends that are impacting your future We work with We connect with over 12,000 institutions FACTSET PLAID ZILLOW FAQ How many accounts can I connect to MAPLE? There is an unlimited amount of accounts you can connect to MAPLE. We enable aggregators to provide connectivity to thousands of institutions. MAPLE encourages you to connect all of your accounts, so our algorithms will be most effective in providing meaningful personalized insights and recommendations. What is MAPLE X-Ray feature? MAPLE X-Ray feature is a service MAPLE provides for you to get a deep understanding of your current financial situation. You shall think of it as a holistic financial checkpoint that shows you your overall wealth snapshot. It provides insights about what it means? Is it good or bad? Is it in alignment to my goals? How am I compared to the reference group?  It also provides clues about the capability of MAPLE to optimize your situation.  MAPLE aims to provide your first X-Ray just after initial registration and connection of your accounts. The more data you add during the registration process, the more meaningful X-ray outcome will be. The report is saved for you and you can run the test as many times as you want. Once a year (at the end of the year) MAPLE runs it anyway and presents to you a playback of your performance over the year starting with the X-ray of the previous year and getting to the current up to date one. Does MAPLE include a prediction module? Yes. MAPLE includes a prediction module. We think that understanding the options of your future wealth is very important. Although no one can really say what will be the future, there are many ways to predict it under specific assumptions. The assumptions are coming from historical performance of the market and plan of future actions we can control. Our prediction module uses monte carlo calculation to simulate different extreme scenarios with their probabilities. MAPLE predict is a powerful engine that takes into account all of future cash flow events as well as portfolio mix, its risk level and market historical performance. The outcome is a timeline view of wealth and cash flow which gives you a view into the future… Does MAPLE allow the user to simulate retirement scenarios? Yes. MAPLE provides a powerful simulator for retirement. It allows you to control every aspect of the retirement and shows you immediately the impact of the change you wanted to test  (retiring earlier, saving more annually, increasing the risk of the retirement saving accounts etc’). The fact that MAPLE is connected to all of your accounts and knows you, enables us to use your real data in the simulation and not assume things which are not even close to who you are. If you simulate something which is not realistic (either based on market conditions or your own personal situation) MAPLE will highlight it with the explanation of what we think is not realistic. If you are not sure how to simulate scenarios by modifying specific fields, MAPLE supports “question driven simulations”. You can ask: Can I retire at the age of 57? Or What shall I do to retire at the age of 57? Or When can I retire with a monthly income of $5K? etc’ Can I add an asset manually? Yes. MAPLE allows the user to add an asset manually. It is very simple and intuitive. MAPLE will ask you for the minimum required information to add the specific asset. There will be optional fields that can be added any time  that will enable our AI engines to provide meaningful insights and recommendations. Does MAPLE charge per Asset Under Management (AUM)? No. MAPLE is a fiduciary financial service with a mission to empower you so you can manage your finances the best way possible. We will charge a fixed monthly fee for the service – it’s as simple as that. During the Beta period you can enjoy MAPLE for free Want a superpowered advisor working for you? Get our app and services and start investing as you should MAPLE Say goodbye to the confusion and stress Get MAPLE working for you... Crafted by Financial Experts with In-Depth Industry Knowledge MAPLE --- Skip to content MAPLE Menu Privacy and Safety MAPLE was developed by Financial Experts with In-Depth Industry Knowledge. We use the very best in encryption and data privacy standards At MAPLE, we are committed to providing you with the highest level of data protection. Your sensitive information deserves to be safeguarded and that’s why we make it our top priority. Our co-founder and CTO, Freddy Tenaglia, is a seasoned expert with over 25 years of experience in the Financial Services Technology industry. With his expertise and knowledge gained from working in some of the world’s largest financial institutions, including his latest role as the CTO of Global Wealth Management Investment Technology at JP Morgan, Freddy brings a wealth of expertise to MAPLE’s solution. you can trust that your data is in good hands with MAPLE. Multifactor authentication We use two factor authentication for login Point-to-point encryption Data is secured andencrypted both at-rest and in-transit Privacy and credentials We do not have access to yourfinancial account logincredentials Your DataIs Safe We will never sell your data Designed for SOC2 We ensure that we stay aligned with the latest privacy requirements by following compliance regulations 24/7helpdesk Our Team is here to assist you around the clock FAQ Is my information secure with MAPLE?? We use industry standard security to protect your information.  All your data is encrypted using the AES-246 and SHA-256 algorithms.  All communications between our databases and your devices are secure and are encrypted at-rest and in-transit.  Encryption at rest refers to when your information is stored on our systems (ie Servers/Databases)  and in transit is while the data is being transferred from our systems to your device of choice. Does MAPLE have direct access to my linked financial accounts? No.  Mymapleadvisor does not have your financial account login credentials.  We leverage a third party account aggregator called Plaid to connect your accounts to our workflow.  When you connect your accounts your credentials are sent directly to the respective financial institution from your browser and are encrypted.  Neither our servers nor anyone at Mymapleadvisor has the ability to access your credentials.  Data is pulled from your account in a read-only fashion, thus MymMapleAdvisor does not have the ability to perform any account changes or transactions. Does MAPLE sell my data? Absolutely not, we never sell your data as our company is solely funded by your subscription fee. Can anyone at MAPLE see my personal data? No, the technology we employ at MyMapleAdvisor masks all personally identifiable information from our staff.  We also have employment agreements with anyone having access to encryption keys at MyMapleAdvisor.  This makes it legally binding that any such employee with the keys does not decrypt or unmask any user data. If I decide to cancel my subscription, is my information deleted from all MAPLE system? Should you choose to cancel your subscription, we will delete all of the data agregated in our database systems immediately.  We willl also notify our third party account aggregator Plaid and stop the connection from your account and have everything deleted on their end. Want a superpowered advisor working for you? Get our app and services and start investing as you should MAPLE MAPLE Say goodbye to the confusion and stress Get MAPLE working for you... Crafted by Financial Experts with In-Depth Industry Knowledge --- Skip to content MAPLE Menu Our mission is to empower users to better understand and control their wealth Our Mission & Team Finance For All MAPLE was built by a team of finance and technology experts who share a passion for unlocking professional wealth management and making it available for everyone. Our only mission is to empower you to make the best financial decisions, to help you grow your wealth, and to achieve your financial  goals Ai-Powered Financial Engine We do this by using a proprietary next-gen AI-powered financial engine that can analyze your entire portfolio and offer the type of personalized investment advice usually reserved for high-end investment professionals Simple & Dedicated Solution It’s a simple, dedicated solution, like having a professional advisor that is always working for you, always available, at your fingertips Designed by users For users MAPLE was designed with the end users in mind right from the very beginning. Our approach is bottom-up, placing the user experience at the heart of everything we do. With MAPLE, you can be sure that you’re getting a solution that is tailor-made for you, by people who truly understand your needs MAPLE’s Commitment At Maple, we’re committed to serving you and no one else. We aren’t owned by a bank or an investment company and we’re not trying to get you to make trades or invest or profit off of your investments. We won’t show you ads, we take your privacy and security seriously and we never share your information with anyone Our Team Doron Nadjar Co-founder & CEO   | 20+ years of experience Product, R&D and Operations Proven legacy of bringing innovative solutions to the market GM 4G products, Motorola Head of Product & innovation, Motorola Israel VP R&D, Head of Motorola Israel Head of PMO Motorola Israel Freddy Tenaglia Co-founder & CTO   | 25+ years of experience Financial Services Technology, Proven record of developing Global Wealth Management Platforms, Global Trading Platforms, CRM & Client Reporting Systems CTO/Head of JPMorgan Global Wealth Management Investment Technology - Member of the Private Bank Operating Committee. CTO/Managing Director, Neuberger Berman Senior VP, Lehman Brothers Advisor at https://mycelial.com/ Our Advisors James Walker Advisor   | 20+ years of experience Retired Global Head of Investments – JP Morgan Wealth Management. Member, Asset Management and Wealth Management Operating Committees Partner - Cue Ball Capital Co Founder - Blok Watch Company. Board Member at Haat Delivery, Homelend and Kindu Jessica DiRubio Advisor | 20+ years of experience Helping companies raise venture capital, drive product market fit, build sales organizations, lead the go-to-market and drive early revenue for fintech and cloud native companies that are disruptive leadership positions in IBM, Pivotal and Mesosphere We work with We connect with over 12,000 institutions FACTSET PLAID ZILLOW Want a superpowered advisor working for you? Get our app and services and start investing as you should MAPLE MAPLE Say goodbye to the confusion and stress Get MAPLE working for you... Crafted by Financial Experts with In-Depth Industry Knowledge