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CompaniesFinvest

Finvest

AI-powered wealth manager that helps users invest, save, and optimize finances from one unified platform.

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Founded: 2021
Headquarters: San Francisco
Company size: 1–10
Products tracked: 2

Products by Finvest

2 products

FinvestUnified financial platform for analyzing finances, automating money moves, and conversing with Finn AI.0.00 reviewsInvestment, Trading & Wealth

Finvest High-Yield Cash AccountCash account product with no account opening fees, no ACH incoming or outgoing fees, and a $25 ACH return fee per transaction.0.00 reviewsBanking & Payments

Pricing for Finvest

Free, Usage Based

This is the broad commercial model reported for Finvest. Product-level terms are listed below when available.

FinvestUnified financial platform for analyzing finances, automating money moves, and conversing with Finn AI.

Pricing model: Free, Usage Based
Entry option: Free plan
Starting price: Core platform free; 0.3% per year on AUM for treasury and corporate bond holdings; stocks and ETFs commission-free

Finvest High-Yield Cash AccountCash account product with no account opening fees, no ACH incoming or outgoing fees, and a $25 ACH return fee per transaction.

Pricing model: Free
Entry option: Free plan
Starting price: No Fee for Account Opening, ACH Outgoing, ACH Incoming

Trust profile

Security and compliance

SOC 2

multi-factor-authentication

continuous-monitoring

Product portfolio

Markets

Financial Services & Insurance2

Company details Public record

Website: getfinvest.com
Deployment

Online profiles3

LinkedIn X YouTube