Finn

Finn is an AI wealth manager designed to provide personalized financial advice and management. It connects to users' entire financial life, including checking, savings, investment, and retirement accounts, to understand their goals, cash flow, portfolio, and tax situation. Finn continuously monitors accounts 24/7 to proactively surface opportunities and risks and helps users take action with their approval. The service aims to democratize wealth management, which was traditionally built for the top 1%, by offering a proactive, personalized, and comprehensive financial management tool. Finn is a registered investment adviser held to a fiduciary standard.