I use OnTrajectory to track and plan for my retirement. You can read more about that here in an article I wrote about OnTrajectory.
Currently, I’m using M1 Finance for my post-tax investing. You can read more about that here in an article I wrote about M1 Finance.
I’ve met with Upstart to understand exactly what it is that they do. Upstart can be a good option for someone who is reinventing themselves and needs a loan but may not have stellar credit. They look at over 1,000 attributes including education, work experience, and savings accounts. If you are interested in applying go here.