Wing is an AI‑driven platform that creates a continuously updated, personalized financial plan for users and delivers proactive, actionable advice within the app.
Funding
Funding not disclosed
Founders
Product
Problem
Many consumers lack a continuously updated, personalized financial plan and must rely on reactive advice delivered through calls or chatbots, leading to guesswork and missed opportunities for saving and investing.
Solution
Wing provides an AI-driven platform that creates a living financial plan for each user, automatically updating it as circumstances change. The system delivers proactive, actionable advice directly within the plan, helping users identify and act on personalized opportunities. By integrating with users' financial institutions, Wing offers a seamless, institution-backed experience without the need for phone calls or chat interactions. The platform also connects users to top private wealth teams through partner advisory firms, enabling access to professional wealth management when needed.
Target Audience
Wing targets individual consumers who are members of participating financial institutions and seek automated, personalized financial planning, as well as advisory firms looking to offer a premium, AI-powered planning experience to their clients.
Features
- AI-generated, continuously refreshed financial plan that adapts to income, spending, and market changes
- Proactive, personalized advice delivered within the app, eliminating the need for calls or chatbots
- Goal-based tracking tools for milestones such as retirement, major purchases, or lifestyle objectives
- Direct integration with users' banks and financial institutions for real-time data synchronization
- Access to leading private wealth teams via partner advisory firms for advanced wealth management services
- Unified dashboard that combines planning, advice, and wealth management in a single interface