fiStone offers an AI-driven platform that helps individuals create and track personalized financial plans for major life milestones such as retirement, home purchase, or college funding. Users select a goal, receive step‑by‑step planning tools, progress projections, and optional review by a certified financial planner, all within a curated education library. The core service is provided free during early access, with future revenue generated from premium tools and optional advisor support.
Funding
Funding not disclosed
Founders
Product
Problem
Many individuals lack access to sophisticated financial advice due to its high cost and complexity, often relying on outdated information or advice from non-experts. This can lead to suboptimal financial planning and difficulty in achieving financial milestones.
Solution
fiStone is a hybrid financial advisory platform that combines AI-powered tools, professionally curated content, and access to human financial advisors to provide accessible and comprehensive financial guidance. The platform offers a curated content library to educate users on various financial topics and life events. AI-powered DIY tools guide users through the financial planning process, enabling them to create personalized plans. Users can also connect with human financial advisors to review their plans and receive personalized coaching.
Target Audience
fiStone targets individuals who seek affordable and accessible financial advice to manage their finances and achieve their financial goals.
Features
- AI-powered tools for creating personalized financial plans
- Curated content library with expert financial education resources
- Access to human financial advisors for plan review and coaching
- Easy-to-use interface for managing finances and tracking progress