Predictive Analytics
Advanced ML models forecast market trends with 94% accuracy, giving you actionable insights before market moves.
94% Accuracy
AI-Powered Financial Intelligence
Transform Financial Decisions with AI Precision
Expert insights, predictive analytics, and automated strategies — powered by advanced AI to optimize your financial outcomes.
SOC 2 Type II Certified
Bank-Grade Encryption
99.9% Uptime SLA
Everything You Need for Intelligent Finance
Our platform combines cutting-edge AI with deep financial expertise to deliver results that matter.
Bank-Grade Security
SOC 2 Type II certified with end-to-end encryption, multi-factor authentication, and continuous compliance monitoring.
SOC 2 Certified
Real-Time Optimization
Continuous portfolio rebalancing and tax-loss harvesting executed automatically within milliseconds of market changes.
<50ms Latency
Comprehensive Reporting
Institutional-grade reports with drill-down analytics, regulatory compliance docs, and audit-ready documentation.
Audit Ready
Expert AI Advisors
Specialized AI agents for wealth management, tax strategy, estate planning, and risk mitigation — available 24/7.
24/7 Access
Multi-Asset Support
Unified management across stocks, bonds, crypto, real estate, alternatives, and international markets in one platform.
50+ Asset Classes
How It Works in 4 Simple Steps
From connection to continuous optimization — we handle the complexity, you reap the rewards.
01
Connect Your Accounts
Securely link your investment accounts, bank accounts, and financial data sources using bank-grade OAuth connections. We never store your credentials.
01
Visual dashboard preview for step 01
02
AI Analysis & Strategy
Our proprietary AI analyzes your complete financial picture — risk tolerance, goals, tax situation, and market conditions — to build a personalized strategy.
02
Visual dashboard preview for step 02
03
Automated Execution
Strategy executes automatically — portfolio rebalancing, tax-loss harvesting, risk adjustments, and opportunity capture — all without manual intervention.
03
Visual dashboard preview for step 03
04
Continuous Optimization
Real-time monitoring adapts to market changes, life events, and new opportunities. Quarterly reviews with human experts ensure alignment with your evolving goals.
04
Visual dashboard preview for step 04
Trusted by Financial Leaders
Real results from family offices, entrepreneurs, fund managers, and institutions worldwide.
SC
Sarah Chen
Chief Investment Officer, Chen Family Office
"FinAI transformed how we manage our family office portfolio. The AI's tax-loss harvesting alone saved us $2.3M last year, and the risk-adjusted returns have outperformed our previous advisors by 340 basis points."
+340 bps
Alpha vs Benchmark
MR
Marcus Rodriguez
Founder & CEO, TechFlow Industries
"As a busy entrepreneur, I needed sophisticated wealth management without the time commitment. FinAI's automated rebalancing and real-time risk monitoring give me institutional-grade management with zero effort on my part."
-89%
Time Spent on Finance
PW
Dr. Patricia Williams
Retired Surgeon, Williams Legacy Trust
"The estate planning AI agent identified optimization opportunities our legal team missed. We've structured a tax-efficient wealth transfer that preserves 40% more for the next generation. Truly next-level financial intelligence."
40%
More Preserved
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James Park
Hedge Fund Manager, Park Capital
"Managing crypto alongside traditional assets used to be a nightmare. FinAI's unified dashboard and cross-asset risk modeling finally gave me a holistic view. The automated DeFi yield optimization is a game-changer."
3.2x
DeFi Yield Boost
AF
Amanda Foster
Executive Director, Nonprofit Endowment Fund
"The quarterly human expert reviews are what set FinAI apart. AI handles the daily optimization, but having a dedicated CFA review our strategy quarterly ensures we're aligned with long-term goals. Best of both worlds."
99.2%
Uptime Reliability
RK
Robert Kim
Compliance Officer, Sterling Wealth Advisors
"Regulatory compliance reporting used to take weeks. FinAI generates audit-ready reports instantly with full traceability. Our last SEC examination was the smoothest in 20 years — the examiners were impressed."
95%
Reporting Time Saved
Forbes
Bloomberg
WSJ
Financial Times
Reuters
CNBC
Simple, Transparent Pricing
Choose the plan that fits your needs. All plans include a 14-day free trial. No credit card required.
Starter
Perfect for individuals starting their AI finance journey
$39/month
Billed annually ($468/year)
- AI portfolio analysis & insights
- Automated rebalancing (monthly)
- Tax-loss harvesting
- Risk assessment & monitoring
- Up to 5 connected accounts
- Email support
- Monthly performance reports
- Mobile app access
Most Popular
Professional
For serious investors seeking advanced optimization
$119/month
Billed annually ($1428/year)
- Everything in Starter
- Weekly automated rebalancing
- Advanced tax optimization
- Multi-asset support (crypto, alts)
- Up to 20 connected accounts
- Priority email & chat support
- Weekly market intelligence briefs
- Custom risk parameters
- Quarterly expert review (30 min)
- API access for developers
Enterprise
For family offices, funds & institutions
$399/month
Billed annually ($4788/year)
- Everything in Professional
- Daily automated rebalancing
- Dedicated AI agent fleet
- Unlimited connected accounts
- 24/7 dedicated support line
- Custom compliance reporting
- White-label options available
- Weekly expert strategy sessions
- SLA with 99.9% uptime guarantee
- On-premise deployment option
- Custom model training
- Regulatory audit support
Need a custom solution? Contact us for enterprise pricing
All plans include 14-day free trial · Cancel anytime · SOC 2 Type II certified · Bank-grade encryption