Finvest
About Finvest
Provides a personal finance platform that acts as a virtual wealth manager, continuously optimizing users' finances across spending, saving, and investing. It leverages automated algorithms to analyze financial behavior and recommend strategies, helping users maximize returns and improve financial health.
<problem> Many individuals find personal finance management overwhelming and confusing, often lacking the tools and knowledge to optimize their spending, saving, and investing strategies. Traditional investment options can feel opaque and inaccessible, particularly for those new to investing or seeking alternatives to traditional stocks and bonds. </problem> <solution> Finvest is an AI-powered wealth management platform designed to simplify and optimize personal finances. The platform provides users with a unified view of their financial universe, allowing them to track spending, manage investments, and gain personalized insights. Finvest helps users make informed decisions and grow their wealth by offering tools to invest in assets like Treasury Bills and providing curated news updates tailored to their portfolio. The platform aims to democratize access to fixed income assets and empower users to take control of their financial future with confidence. </solution> <features> - Unified dashboard for tracking all investments, spending, and financial activity in one place. - Personalized "Discover" feed providing curated news and insights tailored to the user's portfolio and interests. - AI-powered insights that identify trends, opportunities, and potential blind spots in the user's financial strategy. - Support for a wide range of assets, including stocks, ETFs, stock bundles, bonds, and T-Bills. - Integration with major brokerages and banks, including Robinhood, Fidelity, and Charles Schwab. - Multi-factor authentication (MFA) and 24/7 system monitoring for enhanced security. </features> <target_audience> Finvest targets individuals who find personal finance management overwhelming or confusing, including those new to investing and those seeking to optimize their financial strategies and access fixed income assets. </target_audience> <revenue_model> The core Finvest platform is free to use, with revenue generated from treasury investments, with the pricing structure available on their website. </revenue_model>
What does Finvest do?
Provides a personal finance platform that acts as a virtual wealth manager, continuously optimizing users' finances across spending, saving, and investing. It leverages automated algorithms to analyze financial behavior and recommend strategies, helping users maximize returns and improve financial health.
Where is Finvest located?
Finvest is based in San Francisco, United States.
When was Finvest founded?
Finvest was founded in 2022.
How much funding has Finvest raised?
Finvest has raised 2725000.
Who founded Finvest?
Finvest was founded by Shivam Bharuka.
- Shivam Bharuka - Founder
- Location
- San Francisco, United States
- Founded
- 2022
- Funding
- 2725000
- Employees
- 16 employees
- Major Investors
- Y Combinator, Pioneer Fund, Olive Tree Capital, Unpopular Ventures, Oliver Jung