Finvest

TL;DR: Finvest is building the first AI-Powered wealth manager. Our mission is to break barriers by bringing institutional-grade wealth management tools to everyday investors. Track your finances, invest smarter and get insights tailored to you - all in one place.

Check out our website and download the app on the App Store or Play Store.

Problem

In an era where you can instantly access virtually anything from your phone, the tools for building real wealth remain frustratingly out of reach for most people. This isn't by chance - it's the result of systemic barriers that have persisted even as technology has transformed nearly every other aspect of our lives. Three critical obstacles stand between everyday investors and their financial goals:

• Cost Barrier: While 70% of millionaires work with financial advisors, only 37% of the general population has access to professional guidance. With advisors charging between $2,000-$7,500 annually or up to 1% of assets, financial advice remains out of reach for most people.
• Quality Barrier: People are flooded with generic financial content and advice that doesn’t reflect their needs. Without guidance tailored to their portfolio and goals, identifying what actually matters is very difficult. The result is sub-optimal decisions and results.
• Access & Knowledge Barrier: Modern investors juggle multiple platforms - trading apps, news websites, and spreadsheets – just to understand their complete financial picture. The financial world's complexity adds another layer of difficulty, requiring people to study and understand market mechanics and investment concepts before making any decision. This combination makes it difficult for the public to invest with confidence.

Introducing Finvest

We are building a platform that gives retail investors the same advantages as the ultra-wealthy. Think of Finvest as your personal wealth manager, accessible at all times and continuously working to optimize your money.

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Key features

Bring your money in one place: Monitor your entire financial life - from daily expenses to savings and investments. Get a clear picture of where your money goes and how your wealth grows over time. AI-powered insights and personalized recommendations learn from your financial habits to spot savings opportunities and suggest smarter ways to reach your money goals.

Personalized News Feed: Navigate past the clutter of financial headlines. In a world where it's hard to spot what truly matters, our discover feed is your market compass. One place for everything you care about – not just news, but the full story. Using your portfolio's context, we connect events, market movements, and news into a clear picture. We summarize stories into digestible insights so you can make timely, informed decisions.

Smart Investing: Build your portfolio with secure treasury bonds and other asset classes (coming soon). Our asset evaluation tool and AI-powered insights analyze investment opportunities across these asset classes, simplifying complex investment choices with actionable and digestible insights that match your financial priorities.

How We're Different?

Today's financial landscape doesn't adequately serve retail investors well. Trading platforms like Robinhood have made investing accessible but provide no guidance, leaving investors to navigate complex markets alone. Robo-advisors remove investors from their financial decisions completely, charging fees regardless of performance. Personal finance apps help with spending and budgeting, but stop short of real wealth management. The market lacks a comprehensive platform that delivers personalized intelligence across all assets - one that understands your complete financial picture and provides insights tailored to your goals.

The Finvest Advantage

Finvest combines professional-grade wealth management tools with intelligent insights, giving investors both control and guidance. Unlike chatbot solutions that rely on users knowing what to ask, Finvest acts as your personal wealth manager - continuously working to identify opportunities, risks, and updates that matter for your portfolio.

We believe investors shouldn't have to choose between control and guidance. With Finvest, you get both - the power to manage your investments with the insights to do it well.