Brewing Smarter Investments
Powerful Tools for Smarter Decisions
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Retirement Planning
Build a confident plan with AI assistance.
- Navigate the complex process with professionally designed AI
- Tax aware across different account types
- See how changes in assumptions change your outcomes
- Plan for what you'll leave behind while balancing retirement security
- Compare your allocation with your peers
Investment Tracker
See household investments in one place.
- Track household investments across all accounts in one place
- Capture your holdings via screenshots, no account linking required
- View aggregated portfolio allocations, fees, and performance clearly
- See up-to-date values with the option to link directly to retirement plan
- Reality check retirement assumptions with actual performance
Tax Loss Harvesting
Harvest tax loss while staying invested.
- Spot tax-loss harvesting opportunities across all tracked accounts
- Get hands free email alerts when losses reach your set thresholds
- Receive suggested alternatives to maintain exposure while harvesting losses
- Full control, flat-fee pricing, no AUM fees or tiny trades
Individual Plans
Choose the plan that works best for you. All plans include a 7-day free trial.
Want to try without a credit card? Retirement Planning, Roth Conversion, or Smart Withdrawal
About Us
Our Vision
At Teapot, our mission is to empower investors to make smarter financial decisions, manage their wealth with ease, and do so while maintaining the highest standards of privacy.
Whether someone works with a financial advisor or prefers a do it yourself approach, Teapot provides modern tools and insights that help investors pursue their goals with confidence, clarity, and purpose.
About the Founder
Wenjia (Lucy) Liu, CFA
Founder, Teapot Investments LLC
Wenjia (Lucy) Liu, CFA has over 15 years of experience designing and managing large scale multi-asset portfolios, with a focus on retirement investing and asset allocations.
Before founding Teapot Investments LLC, she served as a Senior Director and Portfolio Manager at Nuveen, where she was part of the Target Date Multi Asset team, overseeing over billions in retirement portfolios. She drove investment decisions across equities, fixed income, and alternatives, developing proprietary alpha models, leading manager research, managing glidepaths, and balancing active versus passive investment exposures.
Prior to Nuveen, she was a Senior Investment Research Analyst at Ned Davis Research, where she built global stock selection and asset allocation models used by institutional investors, including pension funds, endowments, and ETF providers.
She is a Chartered Financial Analyst (CFA), holds an MBA from Carnegie Mellon's Tepper School of Business, and earned her BA in Law and Economics from Peking University.