We launched Finn last week.
Now we’re going to share how it actually works, starting with the first thing Finn does when you sign up:
1. See what Finn can save you
Most finance apps make you connect accounts and then leave you to figure out what to do next. Finn is different.
During onboarding itself, Finn analyzes your financial picture and shows where money may be left on the table.
The goal is simple: before you even start using Finn, you should understand the value it can create for you.
This is what onboarding looks like with your personal wealth manager.
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
@jeremyct right, the edge was never stock picking. it is doing the boring stuff consistently, rebalancing, harvesting tax losses, putting idle cash to work, without skipping a month. that discipline is the part we automated with Finn. https://t.co/67QUmA3bLl
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
@MrFamilyOffice notice almost all of these are tools to make advisors more efficient. the bigger shift is the consumer version that just does it for you. portfolio drafting, rebalancing, tax optimization, no advisor in the loop. that is the lane we built Finn in. https://t.co/67QUmA3bLl
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
@Budgetdog_ agree on killing the 1% drag. the step past DCA is automating the rest too, not just the buys. that is why we built Finn. it rebalances, moves idle cash, and harvests tax losses on its own so you keep the difference. https://t.co/67QUmA3bLl
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
@boomerrbryan this is the trust gap exactly. people clearly want AI help with their money, they just deserve something accountable and not a faceless youtube avatar. that is why we built Finn as a real product that plans and executes for you. https://t.co/67QUmA3bLl
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
@lukecannon727 the scary version is an AI yolo-ing trades solo. done right, a human approves anything risky and it only auto-handles the boring safe stuff like cash allocation, rebalancing and tax loss harvesting. that is how we built Finn. https://t.co/67QUmA3bLl
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
the advisor piece is the real shift. once the AI can actually act on your accounts instead of just suggesting, the whole 'now go do it yourself' problem disappears. we built Finn around exactly that, just across your full financial life and not only crypto. allocates cash, rebalances, plans big purchases, handles taxes. https://t.co/kn0xZquiYK
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
@marktilbury This is exactly the shift. We took it a step further and built Finn — an AI that doesn't just advise but executes: allocates cash, rebalances, plans purchases, finds tax savings. Curious what you'd want an AI money manager to handle for you. https://t.co/67QUmA3bLl
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
Strong read. The part most people miss: crypto is the easy first step — the real unlock is an agent that sees your whole financial life. That's what we just shipped with Finn: it allocates idle cash, rebalances, plans big purchases, and finds tax savings, then actually executes. The category is forming fast. https://t.co/kn0xZquiYK
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
Finn is here!!
After working with many of you, we realized something:
Managing money is not hard because people don’t care. It’s hard because our financial life is spread across too many places and we are expected to know exactly what to do.
Today, we’re excited to share the next step in our journey.
Today, we’re launching Finn, the world’s first AI Wealth Manager.
Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.
Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.
Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!
It’s like having a personal banker, investment advisor, and tax expert in your pocket.
First 50 people to comment and save this post gets free access to Finn for 3 months!
With a goal of $75 billion raised and a $1.75 trillion valuation, $SPCX's IPO will be 23x bigger than Facebook's.
June 12 is going to be one of the most watched days in stock market history.
Follow @AskFinvest to stay updated📊
SpaceX is officially going public in 16 days under $SPCX.
The expected valuation is $1.75 trillion, making it the largest IPO in US history.
Here is what you need to know before it hits the market 👇
One thing to know going in- Elon Musk holds 85.1% of voting control through a super-voting share class.
Buying $SPCX means you will be along for the ride, but you will not be getting a seat at the table.
This is the AI pivot in real time. Not a slide deck, not a keynote- 8,000 people losing their jobs in one day.
Every major tech company is watching Meta's playbook right now.
Follow @AskFinvest to stay updated 📊
Meta just laid off 8,000 people. 10% of its entire workforce gone on random Wednesday.
But this is not a company in trouble, this is a company going all in on AI. Here's what's actually happening 👇
Why? Because Meta is spending between $125B and $145B in capital expenditures in 2026 alone.
That money has to come from somewhere, so human headcount is being traded for AI infrastructure at a massive scale.
Zuckerberg literally said AI can now do what used to require entire teams.