Your money.
One place. Clear next steps.
Stop toggling between five different banking apps. Finnimo unifies your entire financial life and uses AI to tell you exactly what to do next to grow your net worth.
No spam. Unsubscribe anytime.
Total Net Worth
$356,394.21
Accounts
Chase Checking
**** 4432
Marcus Savings
High Yield
Robinhood
Stocks & Crypto
Amex Platinum
Credit
Portfolio Performance
Compared to S&P 500 (+8.2%)
Recent Activity
AI Insights
Cash is idle
$12,450 in checking could earn 4.5% APY in a high-yield savings account.
Portfolio concentration
62% of your investments are in tech stocks. Consider diversifying.
On track
You're saving $2,100/mo toward your $50k goal. ETA: 18 months.
Ask Finnimo: get instant,
data-backed answers.
Not sure if you can afford that vacation? Wondering how to optimize your tax strategy? Just ask. Finnimo analyzes your unique financial picture to give you personalized advice instantly.
- Natural language queries
- Proactive savings recommendations
- Portfolio rebalancing alerts
Based on your current savings rate and projected bonuses, yes.
However, this would reduce your emergency fund to 2 months. I recommend waiting until March next year.
Powerful Integrations
Connect seamlessly with over 12,000 financial institutions worldwide. Powered by Plaid for secure, real-time data syncing.
Chase
Bank of America
Citi
Capital One
American Express
Everything in one place
Modern wealth management requires modern infrastructure. Powerful, secure, and intelligent by design.
Real-time Sync
Direct read-only integrations with 12,000+ financial institutions. Your net worth updates the moment the markets move.
Bank-grade Security
Encrypted with AES-256 at rest and TLS 1.2 in transit. SOC2 Type II audited to ensure your data is a fortress.
Portfolio Alpha
+14.2%
"Detected $400 idle cash in checking..."
AI-Powered Insights
Our proprietary algorithms scan your accounts daily to find tax-saving opportunities and high-yield alternatives.
Built for every stage of wealth
Whether you're just starting out or managing a complex portfolio.
Net Worth < $100k
Focus on debt reduction, building an emergency fund, and automated savings habits.
- Debt payoff planner
- Smart savings rules
$100k - $1M
Optimize tax efficiency, diversify investments, and plan for major life events.
- Portfolio analysis
- Tax-loss harvesting
$1M+
Estate planning, alternative investments, and advanced withdrawal strategies.
- Estate planning tools
- Private equity tracking
Choose the right plan for you
Start free, upgrade when you're ready. All plans include our core financial tracking features.
- 1 connected account
- Real-time dashboard access
- Basic reporting
- Transaction history
- Mobile app access
- Email support
- 5 connected accounts
- Advanced budgeting & insights
- Full transaction history
- AI-powered recommendations
- Priority support
- Custom reports
- Everything in Plus
- Unlimited connected accounts
- Custom investment strategies
- Estate planning tools
- Alternative asset tracking
- API access
Stop guessing with your wealth.
Join thousands of professionals who have taken control of their financial future with Finnimo.
Limited spots available for beta.