What it sells
AI Wealth Manager
Business model breakdown
Workflow: what inputs become what output?
Connect checking, savings, investment and retirement accounts, Finn analyzes goals, cash flow, portfolio and taxes, proactively alerts, user approves and Finn executes.
Economics: what it saves and how it charges
Freemium subscription ($20/month Pro) plus optional investment account fees such as 0.3% per year management fee on treasury and corporate bond holdings; stocks and ETFs no fee.
Distribution: how it reaches customers
Self-serve mobile app download.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2023 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.