How Finn Works Across Your Financial Life

Finn is an independent AI wealth manager. It is designed to understand the financial life you already have, rather than ask you to move everything to one new institution.

Connect your financial life

Connect the accounts you use for banking, investing, spending, and saving. Finn brings that information together so its guidance reflects your real cash flow, portfolio, goals, taxes, and debt.

Get advice that is specific to you

Finn regularly reviews your financial picture and surfaces opportunities and risks that matter to your situation instead of giving generic tips.

Take action with control

Finn can help you follow through on a recommended move. Whether Finn can prepare or submit an action depends on the connected institution, account, asset, and action. Finn shows you the relevant account and asks for approval before an available action is submitted.

If an action is not available through a connected account, Finn can still explain the next best step and help you complete it at the institution you already use.