Alinea: Automated Investing

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Alinea is a digital investment advisory service designed for U.S. residents who are at least 18 years old. The platform constructs professionally managed portfolios based on individual objectives and risk tolerance. It features Allie, an AI-powered assistant that provides educational information about portfolio performance and composition, though it does not offer personalized investment advice or recommendations. Users can track performance, visualize accounts, and access daily financial news briefings relevant to their holdings. The app also includes investing playlists for thematic collections and goal projections based on hypothetical assumptions. Brokerage accounts are held at DriveWealth LLC, a member of FINRA/SIPC, which provides custody protection up to $500,000. Data security involves SSL encryption and account linking via Plaid. Alinea is registered with the SEC, but registration does not imply skill level. All investing involves risk, including potential loss of principal, and past performance does not guarantee future results.