AI wealth manager that connects to all your financial accounts, monitors them continuously, and proactively surfaces opportunities and risks.
Finn is a Registered Investment Adviser AI wealth manager that connects to checking, savings, investment, and retirement accounts and monitors cash flow, taxes, debt, and portfolio continuously. It surfaces personalized recommendations and proactively flags opportunities and risks. Users review and approve every action before execution, with optional automations. The free lite plan includes net worth tracking; Finn Pro at $20/month unlocks unlimited chat, automations, and proactive monitoring. Finn is a product of Finvest.