Finn

Finn is an independent SEC-registered AI wealth manager. Connect the financial accounts you already use, get personalized guidance, and approve every eligible action.

Research pages for every major US company: the business, the risks, and Finn's weekly score. Grouped by industry, ranked by score.

Finn's curated portfolios: score-driven screens with simulated trailing performance, refreshed weekly.

Finvest is now Finn. Finn is an independent SEC-registered AI wealth manager for the financial accounts and institutions you already use.

Finn is a no brainer for anyone getting serious about their finances. I have been using it for a few months now, and it feels like I’m finally taking control of my money.

The comprehensive Finn guide to cash and bonds: high-yield savings, money market funds, CDs, Treasury bills, notes, TIPS and I bonds, T-bill ladders step by step, duration and the 2022 lesson, munis and credit risk, and bond funds vs ladders.

I never really understood my finances until I started using Finn. My money was just sitting in a regular checking account earning nothing until Finn helped me start utilizing my money in different investments to help me reach my goals!

Clear, sourced writing on money, markets, and investing from the team building Finn.

Join Finn and help build the first agentic AI wealth manager. Explore open roles in engineering and operations.

We are looking for a Chief of Staff to join our team in San Francisco. In this role, you will work directly with the CEO on initiatives across product, marketing, and operations.

We are looking for a Marketing Intern to join our team in San Francisco. In this role, you will work with our marketing team to drive growth and build brand awareness.

We are looking for a senior engineer to join our team in San Francisco. As one of the founding members of our team, you will play a critical role in shaping our product and engineering culture.

Review Finn subscription pricing and the separate fee schedule for optional Finn investment-account services.

Practical, sourced comparisons for people choosing a financial tool.

A detailed Finn vs Copilot Money comparison covering connected accounts, budgets, investments, recommendations, actions, pricing, and the people each product suits.

A detailed Finn vs Monarch Money comparison: budgeting, investments, goals, forecasting, account connections, pricing, security, and the workflows each product is built for.

A practical Finn vs Origin comparison covering household finances, connected accounts, automated investing, cash, equity compensation, actions, pricing, and when each product fits.

Finn makes it so easy to just ask a question and actually understand the answer. I found out my portfolio wasn’t nearly as aggressive as I thought, something I never would’ve caught on my own. It’s the first time investing has felt like something I’m doing with purpose and intention as opposed to hoping for the best.

I love how Finn makes researching investments feel clear and actionable instead of overwhelming. I can quickly compare ETFs, check key metrics and see how funds stack up against others all in one place. It’s a tool that helps me invest with intention, not guesswork.

The biggest difference I’ve noticed with Finn is how much simpler my research process has become. Everything I need is easy to find, which helps me spend less time digging through information and more time making confident investment decisions.

I use Finn every single day and it improves my life in every aspect. It gives me clarity and useful financial information to help me make smart decisions. I love the network and cashflow tracker, and being able to put all my accounts in one place for free is exactly the kind of financial organization I needed.

Learn how Finn works as an independent AI wealth manager across the financial accounts and institutions you already use.

Finn is redefining money management with AI. Learn about our mission, team, and how we’re building the future of wealth for everyone, simple, smart, and secure.

See how Finn keeps you in control of financial tasks by requiring review and approval before eligible high-friction actions are submitted.

Need help with your Finn account? Our customer support team is available 24/7 to assist with account setup, Treasury Bill purchases, and more.

Find help with how Finn works across your existing financial accounts, insights, cash management, financial tasks, security, pricing, and investment-account services.

Learn how Finn protects your connected financial data, keeps you in control of available actions, and explains optional account protections.

Finn is an AI wealth manager. Connect your accounts and Finn monitors your whole financial life across investing, cash, taxes, and debt, surfacing clear moves you approve.

How Finn collects, secures, uses, retains, discloses, and otherwise processes your personal information.

Explore Finn’s legal terms, privacy policy, fee schedule, and disclosures. Stay informed about your rights and how we protect your data and investments.

Finvest is building an AI-powered wealth manager aimed at bringing institutional-grade tools to everyday investors. Y Combinator describes the effort as a pivot toward that offering.

Mar 2025 · LinkedInNews article

Finvest is a fintech platform expanding retail access to treasury bill investing. The platform also provides related cash management features, giving retail users another avenue for investing in treasury bills and managing cash.

Feb 2024 · BTWNews article

Finvest, developed by Get Moving co-founder and CEO Shivam Bharuka, lets users buy, manage and sell U.S. Treasury bills through an iOS or Android app. Pershing Advisor Solutions serves as its brokerage firm, and Finvest charges a monthly management fee of 0.03% while offering a cash management account with a 4.4% yield. Since launching in December, the app has received around $1 million in deposits, and the company has raised $2.7 million.

Jan 2024 · TechCrunchNews article

Finvest introduces a mobile app for purchasing, managing, and selling U.S. Treasury bills. The app covers the process from purchase through ongoing management and sale, and is presented as offering flexible liquidity for users seeking access to these securities.

Mar 2023 · Y CombinatorNews article