ASoc
About ASoc

A calmer, smarter way to manage your money

Learn about our mission, our values and the team helping thousands of members invest with confidence.

Our mission

Make confident wealth-building feel normal

ASoc began with a simple frustration: managing money felt either intimidating or impersonal. So we built a platform that blends thoughtful automation with real human advisors — giving everyday people the clarity to plan, the tools to grow, and the reassurance to stay the course.

Today we help members across the world track billions in assets, automate their saving, and reach goals they once thought were out of reach.

ASoc advisors collaborating
Our values

What guides every decision

People before products

Every feature starts with a real member's question, not a spreadsheet.

Honest by default

Plain pricing, plain language and no hidden incentives — ever.

Steady, not flashy

We optimise for long-term progress over short-term excitement.

Open to everyone

Guidance once reserved for the wealthy, made available to all.

Our people

The team behind ASoc

Advisors, engineers and planners who care about your outcomes.

Daniel Stewart, Head of Advisory
Daniel Stewart
Head of Advisory
Wade Warren, Portfolio Strategist
Wade Warren
Portfolio Strategist
Kathryn Murphy, Wealth Planner
Kathryn Murphy
Wealth Planner
Brooklyn Simmons, Client Director
Brooklyn Simmons
Client Director
Cameron Williamson, Risk Analyst
Cameron Williamson
Risk Analyst
Courtney Henry, Tax Specialist
Courtney Henry
Tax Specialist
Leslie Alexander, Growth Manager
Leslie Alexander
Growth Manager
Arlene McCoy, Chief Technology Officer
Arlene McCoy
Chief Technology Officer
Testimonials

Loved by members worldwide

Real people, real plans — here's how members describe investing with ASoc.

Lana Stone portrait
Lana Stone
@lana_stone

ASoc moved me from passive saving to confident investing — without the jargon or the stress.

Sarah Johnson portrait
Sarah Johnson
@sarahj

The dashboard makes investing feel approachable for someone like me who never knew where to start.

Marcus Hill portrait
Marcus Hill
@marcus_h

I finally understand where my money is and where it's headed. The advisor check-ins seal it.

Priya Raman portrait
Priya Raman
@priyar

Clean, honest and genuinely helpful. It feels like a team that actually wants me to win.

Tom Becker portrait
Tom Becker
@tombecker

Rebalancing used to terrify me. Now it just happens and I get a plain-English summary.

Elena Cruz portrait
Elena Cruz
@elenacruz

The retirement projections changed how I think about the next twenty years of my life.

Get started

Build real wealth with the right guidance

Open your free trial today and watch your plan come together — calmly and clearly.

No credit card required 14-day free trial