Finn
Finn is an AI-powered wealth manager that connects to users' checking, savings, investment, and retirement accounts to provide continuous, personalized financial guidance. The platform monitors accounts 24/7, proactively surfaces opportunities and risks, and helps users execute actions—like saving money—after explicit approval. Finn prioritizes security with encrypted data, multi-factor authentication, and user-controlled decision-making.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
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