How It Works
Meet your wealth concierge: A financial concierge will conduct a comprehensive financial assessment, collaborate with you to define your objectives, and guide you towards achieving financial success.
Link your accounts: Monitor your financial behavior effortlessly. Your transactions are securely linked to our system, enabling smart money management. We'll provide budgeting guidance and spending insights as needed.
Set goals and schedule check-ins: You'll have regular meetings with your wealth concierge, who will equip you with the information and resources needed to enhance your financial acumen and manage your wealth effectively.
See results: Our clients saw a 20% increase in avg. savings within the first 6 months. See improvemnts in credit scores, spending, wealth and overall finical stress.
About Us
At Mogil, we are committed to guiding individuals towards financial success in today's dynamic financial landscape. Our team of seasoned wealth concierges bring a wealth of expertise and a dedication to crafting tailored strategies aligned with your unique aspirations
- Strengthen Your Financial Relationships
- Cultivate Personal Wealth
- Foster Positive Financial Habits
Our comprehensive suite of services is designed to guide you on the path to financial achievement and help you remain steadfast in your pursuit of financial goals. We take pride in empowering you to take control of your financial destiny.
Learn MoreOur Services
Discover the Array of Services We Provide
Frequently Asked Questions
How does Mogil work?
Once you join, schedule your welcome call. During this call, our intake advisors will establish your financial starting point. Following that, you'll be matched with a dedicated Mogil wealth concierge. Formal monthly meetings with your wealth concierge will help you stay on track, and they're available whenever you need.
How do I sign up for Mogil?
Due to high demand, we're accepting limited new users. Complete the "Early Access" form to join the waitlist.
Are Mogil Wealth Concierge's Certified?
While not all wealth concierges are certified, plans offering access to certified financial planners/advisor are available based on your service plan.
How Can I Cancel My Subscription?
Simply message your wealth concierge to initiate the off-boarding process.
Is Mogil a robo-advisor?
Mogil is a human first company. Our main focus is on empowering clients through virtual conversations with human advisors instead of fully replacing advisors with technology.