Famlilife
Famli is a family‑centric financial app that aggregates bank accounts, investments, insurance, and loans into a single, secure view, enabling members to track net worth and share financial data with one‑tap access. The platform provides AI‑powered, goal‑based advisory and insights, helping families plan education, home purchases, and retirement while complying with SEBI RIA regulations and bank‑grade encryption. It also offers tools for document vaulting and legacy planning to organize wills, nominations, and beneficiaries.
- Artificial Intelligence
- Financial Technology
Funding
Founders
Product
Problem
Families often have financial information spread across multiple banks, investment platforms, insurance providers, and credit accounts, making it difficult to obtain a unified view of net worth, coordinate financial goals, and plan for legacy. This fragmentation can lead to missed opportunities, inefficient decision‑making, and challenges in securely sharing relevant data among family members.
Solution
Famli consolidates bank accounts, investments, insurance policies, loans, and credit cards into a single, secure dashboard, giving families an instant, holistic picture of their wealth. The platform employs a highly trained AI wealth advisor that provides unbiased, goal‑based insights to help users align spending, investing, and saving with personal and family objectives such as education, home purchase, or retirement. Secure family sharing enables one‑tap access for designated members while maintaining bank‑grade encryption and ISO 27001‑certified data protection. Additional tools for legacy planning and a forthcoming document vault allow families to organize wills, nominations, and important records in a protected, easily accessible location.
Target Audience
Famli targets households and multigenerational families who want a collaborative, secure way to monitor their combined finances, plan shared financial goals, and manage legacy assets.
Features
- Unified aggregation of banks, stocks, mutual funds, insurance, loans, and credit cards in a single view
- AI‑driven, objective financial insights tailored to individual and family goals
- One‑tap secure family sharing with role‑based access controls
- Goal‑based planning module that maps investments to specific life milestones
- Upcoming secure vault for storing and sharing family documents such as wills and nominations
- Legacy planning interface to organize beneficiaries, nominations, and wealth transfer instructions
- SEBI‑registered, ISO 27001 certified, and bank‑grade encryption ensuring data privacy and compliance