Give your money
For years, real wealth management was built for the top 1%. Everyone else was left with one-size-fits-all tools that were reactive, impersonal and inadequate. Finn changes that. It’s an AI Wealth Manager that understands your financial life, monitors it continuously, proactively tells you what to do, and helps you take action.
How Finn worksover timeHow Finnworks over time
Step 1
Finn connects to your entire financial life
Connect your checking, savings, investment, and retirement accounts in seconds.
Net worth$462K
Step 2
Finn reads your money like a wealth manager would.
Finn understands your goals, cash flow, portfolio, and tax situation to give you advice that fits your life.
Net worth$462K
Step 3
Finn surfaces what matters
Finn monitors your account 24-7 and proactively surfaces opportunities and risks.
Save$521
Step 4
Finn helps you take action
You review and approve, and Finn handles the rest. From Insight to Action, all in one place.
Saved+$521
Smarter Decisions,
Better Habits.Smarter Decisions, Better Habits.Real Outcomes.
Your dream trip to Japan
Booked
Retirement fund
On track for 62
Parents’ 40th anniversary in Italy
Funded
Taxes saved this year
$8,492
First home in Los Angeles
On Track
Net worth milestone achieved
$500K
Hear from
our customersHear from our customers
Morgan Taylor
Channel Sales Manager
“I love how Finn makes researching investments feel clear and actionable instead of overwhelming. I can quickly compare ETFs, check key metrics and see how funds stack up against others all in one place. It’s a tool that helps me invest with intention, not guesswork.”
Your security is our #1 priority
Your finances deserve serious protection. Your data stays encrypted, private, and under your control. Every action Finn takes starts with your approval.
Multi-factor Authentication
We use Multi-Factor Authentication (MFA) to prevent unauthorized users from gaining access to your data.
Bank-level security
Your accounts are connected through trusted partners like Plaid. Finn never sees or stores your login credentials.
End-to-end encryption
Your data is encrypted at every step, and we use multi-factor authentication to guard your data.
You approve every move
Finn never trades, transfers, or moves money without your explicit approval.
Questions?
We've got answers.
Finn is an AI wealth manager. It connects to your accounts, understands your full financial picture, and monitors it continuously across investing, cash, taxes, and debt. You can chat with Finn, ask it to handle financial tasks, and count on it to proactively flag opportunities and risks you'd otherwise miss.
We are an Registered Investment Advisor, and our system uses advanced AI models to analyze your portfolio, cashflow, goals and market conditions to deliver tailored recommendations and insights.
Finn surfaces specific moves and prepares them, but you approve every action before anything is executed. You can also set up specific automations if you choose, and have Finn alert you for approvals.
Absolutely. We use bank-level encryption and secure infrastructure from Plaid and other partners to connect your accounts. We don't store or sell your data.
Most apps look at one slice of your money. Finn looks at your entire financial life, everything from tax lots, cash flow, fees to your financial goals, and gives you clear, specific recommendations, not generic tips. As a registered investment adviser, we're held to a fiduciary standard and required to act in your best interest.
Users can track their net worth and get limited access to Finn for free on the app. Our subscription plan, Finn Pro, costs $20 a month and unlocks unlimited chat, automations, and proactive monitoring that flags opportunities and risks you might miss.
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