AI Wealth Manager
Finn is your personal wealth manager that knows your money, plans ahead, and gets things done.
What they do:
Automating Securities Compliance
Quick facts:
HQ: New York, NY, United States
What they do:
Highly customizable and blazingly fast analytics for asset managers.
Quick facts:
HQ: New York, NY, United States
Funding:
$5.79M · Equity · May 2026
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HQ: San Francisco, CA, United States
What they do:
The organic growth engine for financial advisors
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HQ: New York, NY, United States
What they do:
The AI context platform for private capital. Everything your firm…
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HQ: New York, NY, United States
What they do:
AI research lab automating all of investing
Quick facts:
HQ: San Francisco, CA, United States
AI Wealth Manager
San Francisco, CA, United States
5 employees, according to the company profile.
There are no funding rounds for Finn in our data.
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