Roadmap
We build by a simple principle: start with the problems that hurt the most, and expand from there.
Invite-only access for individuals, with a dedicated personal advisor and the core of your financial life in one place.
Every member gets a single, named advisor that persists across every topic and conversation. We learn your goals and preferences, track your progress, and adapt how we communicate: a real, ongoing relationship.
Link your accounts to bring banking, credit, investments, and liabilities into one clear view, with budgeting, spending analysis, and monitoring included from day one.
Structured, step-by-step guidance for the two decisions people most often get wrong: coverage and retirement. Authoritative sources, defined milestones, and a plan you can actually follow.
Limited launch for individuals, alongside the first release of Astra for small businesses.
Expanded access beyond the early cohort, with guided help through major life events (buying a home, having a baby, changing jobs, retiring) and a growing library of financial walkthroughs.
Employee benefits management, cash-flow forecasting, and fractional-CFO capabilities purpose-built for small businesses: the financial team most owners could never afford.
Reach us by app, email, or text, and hear from us proactively at the moments that matter: open enrollment, tax season, renewal deadlines.
Full public availability, with tax capability joining insurance, retirement, and everyday money.
Tax preparation and year-round planning for individuals: deductions tracked as they happen, not reconstructed in April. Small-business tax follows.
Open access for individuals and small businesses, with expanded guidance across estate planning, education, and life events.
Integrations with payroll providers, accounting platforms, insurance carriers, and benefits administrators, so we can see, and act on, the whole picture.
From advice to action, and from direct customers to the institutions that serve millions.
With your explicit permission, we move beyond recommendations: negotiating better rates, switching providers, rebalancing, and executing, with full transparency and control.
Banks, brokerages, and advisory firms deploy Astra under their own brand, giving every one of their customers a dedicated financial advocate.
Enterprise-grade compliance infrastructure: multi-jurisdiction regulatory support, audit-ready logging, and industry-specific guardrails.
The people who use Astra shape what we build next. Request early access to steer the roadmap, and be first in line for everything on it.
Request Early Access