Finvest

Finvest is an AI-powered wealth management platform that puts the tools once reserved for the wealthy into everyone's hands. Its core offering is Finn, an AI assistant that connects to your bank and brokerage accounts—including Robinhood, Fidelity, Charles Schwab, and Wealthfront—to give you a unified view of your finances. Finn monitors idle cash, changing bills, and market shifts, surfacing hidden opportunities like Treasury Bill investments that were previously hard to access. You can ask Finn personalized questions about buying a house, switching jobs, or tax planning, and it delivers answers tailored to your situation. For those who want hands-off growth, Finvest supports automated money moves: set a goal, and Finn turns it into actions, handling execution for you. The platform emphasizes fixed income assets, making it easy for everyday users to invest in T-Bills, bonds, and other conservative instruments. Beyond tracking, Finvest offers portfolio analysis, risk detection, tax drag elimination recommendations, and rebalancing as your life changes. It's designed for people who feel overwhelmed by personal finance, not for active day traders seeking real-time execution. The core platform is free, backed by SEC-registered Get Moving Inc., with brokerage services through Alpaca Securities LLC. Security includes multi-factor authentication and 24/7 monitoring. While basic tracking apps stop at dashboards, Finvest goes deeper—democratizing access to fixed income and AI-driven financial guidance. Compared to alternatives like Mint (shut down) or Personal Capital (now Empower), Finvest is more action-oriented: it not only shows your money but helps you move it smarter. For beginners and busy professionals, it's a strong entry point into wealth management without the advisor fees.