Finn AI

Finn AI is the world's first AI wealth manager, designed to simplify personal finance and wealth building. It monitors your complete financial life across accounts, surfaces relevant opportunities and risks, and allows you to interact with an AI assistant to ask questions about buying a house, switching jobs, or preparing taxes. Finn automates money moves based on your goals, optimizing where your money sits to minimize tax drag and adjust portfolios as your life changes. The platform supports integration with major brokerages and banks like Robinhood, Fidelity, Charles Schwab, and Wealthfront, bringing all financial data into one unified view. Security is prioritized with multi-factor authentication, bank-grade encryption, and a commitment to not selling user data. Finvest's core platform is free, with a fee schedule for investment products. Backed by Y Combinator and other investors, Finn AI aims to make wealth-building tools accessible to everyone.

Key Benefits

• AI-powered financial monitoring across accounts
• Conversational AI advisor for financial questions
• Automated money management based on goals
• Bank-grade security and data privacy