Why Tapestry?
Retirement is more than just finances.
Tapestry helps seamlessly weave together your financial data, your family's unique values, and your vision for the future — crafting a retirement plan that fits your personality and is supported by those who matter most.
1.
Organize
One spot for all your documents and accounts, giving you control of financial data for peace of mind while powering your Tapestry experience.
2.
Plan
Planning is about getting started and that can be harder than it sounds. Tapestry helps you through the most important financial and non-financial questions at the right time.
3.
THRIVE
Confidence in a retirement plan combined with Tapestry’s protection features, allows you to focus your time and energy on what really counts.
TESTIMONIALS
HEAR FROM OUR TAPESTRY FAMILY
After my dad passed, my Mom and I had to sort through all his documents and accounts to get a financial picture for her. It wasn't easy to get started, but after I stepped in to help, I saw her have immediate relief that she was no longer doing it alone.
KARL
Supporting his mother
I want to create a transparent and collaborative environment with my adult kids, so they could see what retirement looks and feels like. I also didn't want them to deal with the emotional work that goes into helping aging parents with their money.
MARIA
Collaborating with her kids
Powered by the biggest brands.
Security and quality are at the center of our product, which is why we partner with some of the biggest companies across the financial space to power our experience.
We use Plaid to securely read your financial transactions and balances. Plaid is the gold standard syncing financial data.
We use Amazon Web Services, the leading cloud provider to securely store your documents in the cloud.
We use Microsoft to power our intelligence features.