01
Put cash in context
See cash flow, reserve needs, debt, goals, and investing together before deciding whether a balance is truly available for the next move.
Explore cash managementIndependent AI wealth manager
An AI wealth manager for the financial life you already have
Finn connects the accounts you already use, helps you make decisions as an SEC-registered investment adviser, and can help you follow through at an eligible connected institution after you approve.
WHAT FINN IS
Advice and follow-through, without asking you to start your financial life over.
An AI wealth manager should understand more than one account or one product. Finn brings together the bank, brokerage, retirement, credit, and other eligible accounts that make up your financial life so the advice reflects the actual trade-offs in front of you.
Finn is independent of any single bank or broker. You do not need to move assets into a Finn account to connect your finances, use Finn’s guidance, or see your whole picture. If you choose to open a Finn investment account, that is optional infrastructure with its own terms and disclosures.
Finn’s role is to help you understand what matters, explain the next decision, and help you complete an available step at an eligible connected institution. You remain in control of every financial action.
FOUR JOBS, ONE FINANCIAL PICTURE
Start with the decisions that connect everything else.
02
Understand portfolio risk
Look beyond a single brokerage account to understand concentration, diversification, position overlap, and the role each holding plays in your wider financial picture.
Explore portfolio analysis03
Work through tax-aware decisions
Bring tax lots, gains and losses, account types, and your current plan into the conversation before a taxable investment decision.
Explore tax-aware investing04
Stay ahead of what matters
Finn regularly reviews the picture you have connected and surfaces relevant decisions instead of making you remember every question to ask.
See how Finn stays aheadYOUR INSTITUTIONS, YOUR APPROVAL
You stay in control of every financial move.
Connect what matters
You decide which eligible accounts Finn can use to understand your financial life.
Review the next step
Finn makes the relevant account, decision, and trade-offs clear before it presents an available action.
Approve every move
Finn does not treat a connection, a schedule, or a past approval as blanket permission to move money or place trades.
BUILT AROUND THE FINANCIAL LIFE YOU HAVE
Finn works with the accounts you already use.
Works with your existing accounts
A Finn investment account is optional. The core service starts with the accounts and institutions you already use.
No need to move everything
Finn helps you understand the full picture without asking you to transfer every asset to a new manager.
More than a financial dashboard
Account aggregation is the starting point. Finn uses the picture to help you prioritize, decide, and follow through.
Advice with your financial context
Finn uses the accounts you connect and the goals or context you share to help you work through a decision.
BUILT WITH ACCOUNTABILITY
Financial guidance should come with clear responsibility.
Finn is a brand of Get Moving, Inc., an SEC-registered investment adviser (CRD 329172). Finn is designed to provide guidance in the interests of the person it is helping—not to sell you into one institution’s product.
Finn offers a free tier and Finn Pro for $20 per month. Optional investment-account services have separate fees, agreements, and disclosures.
COMMON QUESTIONS
Choosing an AI wealth manager
- What is an AI wealth manager?
- An AI wealth manager helps you understand and manage the financial life you already have. Finn brings together connected accounts, provides personalized guidance across cash, investing, taxes, debt, and goals, and helps you follow through on available next steps.
- Do I have to move my money to Finn?
- No. You can connect the bank, brokerage, retirement, credit, and other eligible accounts you already use. A Finn investment account is optional and is not required to use Finn’s guidance or whole-financial-life view.
- Is Finn a brokerage or robo-advisor?
- Finn is an independent AI wealth manager, not a requirement to move assets into one new account. Finn can offer an optional investment account, but that account is separate from the broader service of understanding and managing your existing financial life.
- Can Finn take action for me?
- Finn can help prepare or submit an eligible action at a connected institution. It identifies the relevant account and asks for your approval before an available financial action is submitted. Availability depends on the institution, account, asset, and action.
- Is Finn a registered investment adviser?
- Yes. Finn is a brand of Get Moving, Inc., an SEC-registered investment adviser, CRD 329172. You can review its Form ADV and public record through the SEC’s Investment Adviser Public Disclosure site.
- What does Finn Pro cost?
- Finn offers a free tier. Finn Pro is $20 per month and includes unlimited chat, automations, and ongoing insights. Optional investment-account services have separate account-specific fees and disclosures.
- Is Finn the same as Finvest?
- Yes. Finvest is now Finn. Finn is the current name for the independent AI wealth manager built by Get Moving, Inc.
