get in early

We are offering exclusive early-access pricing to our Beta users, with deep discounts as well as cash rebates for qualified customers you refer. Don’t worry, our velvet ropes are 100% biodegradeable.

Exclusive Early-Access Pricing

Our base price for our money management services is 0.5% per year, assessed monthly. The minimum account size is $10,000.

Below are the exclusive early access discounts for the first year of money management services. These rates will apply for all money invested throughout your first year as a customer.

Amount Invested 1st Year Discount Management Fee
First $50,000 50% 0.25%
Next $50,000 up to a $100,000 balance 60% 0.20%
Next $900,000 up to a $1,000,000 balance 66% 0.17%
All Dollars above $1,000,000 70% 0.15%



Referral Rebates

For every user you refer that opens and funds an account and maintains a minimum average balance of over $10,000 for at least 180 days, you will receive a free month of money management from Recap, in the form of a rebate against the fees we assess.

These ‘free month’ credits will stack, so if you refer six friends that successfully open accounts and meet the requirements, you’ll get six months of free money management.

Recap is a sustainable investing platform that enables you to easily invest in companies that share the same environmental and social values as you.

Recap Investing Inc. is an SEC-registered investment adviser.

Brokerage services provided to clients of Recap Investing Inc. by Interactive Brokers LLC ( Interactive Brokers is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Before investing, consider your investment objectives and Recap's fees and applicable custodial fees.

By using this website, you understand the information being presented is provided for informational purposes only and accept our Privacy Policy. Recap Investing relies on information from various sources believed to be reliable but cannot guarantee the accuracy and completeness of that information. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Investing involves risk. Past performance is not a guarantee or indicative of future returns.

Recap's performance is hypothetical and does not represent the investment performance or the actual accounts of any clients. The securities in the hypothetical portfolio were selected with the full benefit of hindsight, after their performance over the period shown was known. The results achieved in our simulations do not guarantee future investment results. The model performance information is based on the back-tested performance of hypothetical investments over the time periods indicated. “Back-testing” is a process of objectively simulating historical investment returns by applying a set of rules for buying and selling securities, and other assets, backward in time, testing those rules, and hypothetically investing in the securities and other assets that are chosen. Any comparisons to indices are provided for illustrative purposes only.