About Finn: Your Independent AI Wealth Manager

Finn is an AI wealth manager that works around the financial life you already have. It connects to your bank, credit card, and investment accounts to build a more complete picture, proactively reviews it for relevant decisions, and helps you take the next step.

From missed opportunities like idle cash to risks hiding in your portfolio, Finn helps you see what deserves attention and why. Ask it about your money and get answers grounded in your own financial picture, not generic advice.

Knowing what to do is one thing. Finn helps you get it done across the accounts you already use. When an action is available for a connected account, Finn shows you where it will happen and asks for your approval. When it is not available, Finn gives you clear next steps at that institution.

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.