Finn
Finn is an AI Wealth Manager that connects to a user's checking, savings, investment, and retirement accounts to deliver personalized financial advice. The platform monitors accounts 24/7, proactively surfaces opportunities and risks, and lets users review and approve every action before execution. Finn targets individuals who have outgrown basic financial tools but cannot access traditional wealth management services.
- Financial Technology
- AI Agents
- Artificial Intelligence
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Traditional wealth management services are designed for the top 1% of earners, leaving everyone else with generic, reactive, and impersonal financial tools. These one-size-fits-all solutions fail to provide the continuous monitoring and proactive advice needed to manage complex financial lives effectively.
Solution
Finn is an AI Wealth Manager that connects to a user's entire financial life—including checking, savings, investment, and retirement accounts—to deliver personalized advice. The platform continuously monitors accounts 24/7, proactively surfacing opportunities and risks, and then helps users take action directly within the app. Finn understands goals, cash flow, portfolio composition, and tax situations to provide tailored recommendations. Users review and approve every move, ensuring they remain in control while Finn handles the execution of financial actions.
Target Audience
Finn targets individuals who have outgrown basic financial tools but do not qualify for or cannot afford traditional wealth management services, seeking proactive, automated financial guidance.
Features
- Connects to checking, savings, investment, and retirement accounts for a comprehensive financial overview
- 24/7 account monitoring with proactive alerts on opportunities and risks
- AI-driven advice personalized to individual goals, cash flow, portfolio, and tax situation
- In-app action execution, allowing users to review and approve transactions like savings transfers
- End-to-end data encryption and multi-factor authentication for security
- Explicit user approval required for all trades, transfers, or money movements