Finvest

The world's first AI wealth manager.

[Finvest @GetFinvest]

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!

[Finvest @GetFinvest]

We're live! Here's a closer look at what Finn can do.

[Anmol Verma @anmolverma1510]

Meet Finn, your personal AI wealth manager.

But what does it actually do? Here's a closer look.

We believe personalized wealth management should be accessible to everyone, and now it is!

If you want to see it in action, check out Finvest on the Appstore! @GetFinvest

[Finvest @GetFinvest]

6. Finn tells you when something matters

Most opportunities are missed because we don’t know about them or forget to take action on time.

Finn proactively monitors your financial life and tells you when something actually matters.

You don’t have to miss a money move again.

[Finvest @GetFinvest]

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.

[Finvest @GetFinvest]

5. From advice to action

Advice is helpful but only if it turns into action.

Finn is designed to help you take action and it does it with your permission.

That could mean moving idle cash, rebalancing investments, or setting reminders when something needs attention.

Finn helps make sure things actually get done while you stay in control.

[Finvest @GetFinvest]

4. Turn goals into plans

Most people have financial goals. Buy a home. Retire earlier. Pay down debt. Build wealth. Start a family.

The hard part is knowing what has to change today to make those goals happen.

Finn turns goals into plans and helps you stay on-track to achieve it.

[Finvest @GetFinvest]

3. Ask Finn anything

People already ask AI money questions.

The problem is that those AI systems do not know your real financial life.

Finn does. You can ask questions like:

- Can I afford to buy a home in 3 years?
- Should I pay down debt or invest more?
- Is my portfolio too risky?
- How much cash should I keep?
- What should I do with my bonus?

And Finn answers based on your accounts and goals.

[Finvest @GetFinvest]

2. A feed built around your money

Your money changes everyday, and there’s a lot to keep track of, from key events to new opportunities.

Finn gives you a feed built around your financial life with personalized insights, opportunities, risks, and next steps in one place.

No more checking multiple apps to figure out what needs your attention.

[Finvest @GetFinvest]

Take the weekend. Finn’s got your money covered.

[Finvest @GetFinvest]

@sujithyankanaik thank you for the love!

[Finvest @GetFinvest]

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!

[Finvest @GetFinvest]

@aiwithdusseau @ycombinator Our compliance team just sweat through their shirts reading this... 😅 No overnight riches or magic buttons here, but Finn will help you build smart, automated financial habits for the long haul

[Finvest @GetFinvest]

@SigsNYC not yet - Finn AI's modelling capabilities are focused on publicly traded securities. Finn can track external equity compensation held in a brokerage like RSUs and ESPPs from public companies

[Finvest @GetFinvest]

@_akadeb thank you, we're so excited to have it released!

[Finvest @GetFinvest]

@Wizdrizzy17 We think so!

[Finvest @GetFinvest]

@Benjaminw2024 definitely check it out, we're so excited!

[Finvest @GetFinvest]

@NKouchis thank you, Finn is a great resource!

[Finvest @GetFinvest]

@GilliamDav88393 we're so excited, definitely check it out!

[Finvest @GetFinvest]

@vijai_srk @shivambharuka thank you, we're truly so excited for the everyone to experience Finn!

[Finvest @GetFinvest]

@keithkozura we're excited too!

[Finvest @GetFinvest]

@im_roy_lee think you'll like Finn. It will suggest what to do with that money sitting in your checking account that you're too busy to think about. We just launched 👇

https://t.co/twpjIwR1cp

[Finvest @GetFinvest]

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!

[Finvest @GetFinvest]

@WatcherGuru That is wild!
If you need help managing money, we just shipped Finn, the world's first AI wealth manager

https://t.co/twpjIwR1cp

[Finvest @GetFinvest]

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!