Finn
AI wealth manager that monitors your accounts and suggests moves for approval.
Finn is an AI wealth manager that connects to a user’s checking, savings, investment, and retirement accounts to provide a complete view of their financial life. It addresses the problem that comprehensive wealth management has traditionally been available only to the wealthy, leaving others with disconnected tools and generic advice. The platform continuously monitors accounts across investing, cash, taxes, and debt, proactively surfacing opportunities and risks, and allows users to review and approve any action before it is submitted.
Key capabilities include net worth tracking, research tools, and Finn Chat, which is a conversational interface for financial tasks. The paid subscription, Finn Pro, adds unlimited chat, automations, and proactive monitors that flag opportunities and risks. For users who open a Finn investment account, securities brokerage is provided by Alpaca Securities LLC, and a management fee of 0.3% per year applies only to treasury and corporate bond holdings. The platform uses bank-level encryption and connects accounts through trusted partners like Plaid, with multi-factor authentication and end-to-end encryption.
Finn is designed for individuals who want a holistic, proactive approach to managing their money without needing a human advisor. It offers a free tier with limited access to chat and a paid subscription at a flat monthly rate. The company states it is a registered investment adviser held to a fiduciary standard.
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