About Finn

Finn is an AI wealth manager that works around the clock to manage your money. It connects to your bank, credit card, and investment accounts and understands your full financial life. Finn monitors it continuously, tells you what to do, and helps you take action.
From missed opportunities like idle cash to risks hiding in your portfolio, Finn explains what is going on in plain language. Ask it anything about your money and it answers with your numbers, not generic advice.
Knowing what to do is one thing. Finn helps you get it done. On the app, you can automate recurring parts like rebalancing, moving idle cash, and tax loss harvesting.
We believe managing your money should feel empowering, not overwhelming. With Finn, you have someone who understands your situation and goals, evolves with your life and helps you make decisions.
Security and trust are at the core of what we do. Our privacy, data, and security practices are best-in class, and we use multiple layers of safeguards to keep your information and funds protected at all times.
We are an SEC-registered investment adviser headquartered in San Francisco and backed by Y Combinator.
