Finvest的封面图片
Finvest

Finvest

金融服务

San Francisco,California 1,388 位关注者

The first AI-powered wealth manager

关于我们

We are building the first AI-powered wealth manager. While exploring the best ways to manage money, we realized that everyday people lack access to the tools and services the ultra-wealthy use to optimize their finances. At Finvest, we are breaking those barriers. Our mission is simple: to give your money the superpower it deserves by leveling the playing field. Imagine having your very own personal wealth manager, accessible at all times and continuously working to optimize your money across spending, saving, and investing. Join us in redefining what’s possible for your financial future.

网站
https://www.getfinvest.com/
所属行业
金融服务
规模
201-500 人
总部
San Francisco,California
类型
私人持股
创立
2023

地点

  • 主要

    95 3rd St

    US,California,San Francisco,94103

    获取路线

Finvest员工

动态

  • 查看Finvest的组织主页

    1,388 位关注者

    ??? Your weekly market recap just got a visual upgrade! From Google’s record-breaking $32B Wiz acquisition to Intel Corporation staggering $19B annual loss, this week's been huge for tech. Plus, catch the latest on Ethereum's surge, Strategy Inc.'s massive Bitcoin play, and why Robinhood shares jumped despite regulatory concerns. Check out the video - what's moving your portfolio this week? ?? #Markets #Investing #stocks #weeklyrecap #google #wiz #acquisition #intel #robinhood

  • 查看Finvest的组织主页

    1,388 位关注者

    Bumble: Why Investors Are Swiping Left??? Bumble Inc. once redefined online dating and went public in a blockbuster IPO. But today, it's facing slowing growth, rising competition, and leadership shifts. The stock is down over 90% from its IPO price. Can Bumble turn things around, or will it continue to struggle? We break it all down in our latest podcast co-hosted by Finn AI. ?? Check out the full podcast on Spotify. Link in comments ?? #Bumble #Investing #TechStocks #StockMarket #Podcast

  • Finvest转发了

    查看Shivam Bharuka的档案

    Founder @ Finvest (YC W23) | Building the first AI Wealth Manager

    Hey everyone. We are expanding our team at Finvest and have opened a few roles across engineering and marketing. We're looking for: - Senior Mobile & Backend Engineers in Bangalore, India - Chief of Staff in San Francisco/Remote - Marketing Intern in San Francisco Check out all open roles here: https://lnkd.in/gyPwNANQ If you or someone you know is passionate about solving the hardest problems at the intersection of Fintech and AI, send me a message here or drop me an email at [email protected]. #hiring

  • 查看Finvest的组织主页

    1,388 位关注者

    Market volatility has investors on edge. Trump's tariff proposals and DOGE's federal spending cuts are creating real uncertainty. Meanwhile, concerns mount about the sustainability of the growing US debt and deficit, and its impact on future fiscal policy. Gold is at a record high while the S&P 500 has been in decline as investors worry about potential trade wars, rising inflation from tariffs, and slowing economic growth. How should you think about building an anti-fragile portfolio? T-Bills offer unmatched safety with US government backing, reliable income, effective portfolio diversification in uncertain markets, and tax advantages. Finvest makes it super easy to invest in Treasury bills with a simple, fee-free platform. Download the app and start building your safety net today Link in comments ?? #trump #treasurybills #bonds #investing #markets #economics

  • Finvest转发了

    查看Shivam Bharuka的档案

    Founder @ Finvest (YC W23) | Building the first AI Wealth Manager

    Highlighting this great piece by Simon Taylor on AI-native interfaces for fintech. One of the questions we get about our approach to building the first AI-powered wealth manager is: “why not build a chatbot?”. Like Simon briefly touches in his post, we don’t believe chatbots are the future of AI-native interfaces. Instead we believe the future is hybrid - where the power of traditional UI is compounded with chat and voice based AI chatbots. Here’s why: - Chatbots have a cold-start problem. Even though they are powerful, they put the burden on the user to ask the question first. We call it the “lazy” way of building a product. - Traditional UI is push-based. It guides users and helps them discover what is possible in the system. Chat, on the other hand, is pull-based where users are required to take the initiative. We need both. UI can surface capabilities but has limitations since it has to be designed for everyone. Chat can help close this gap by providing deeper customization. Since everyone’s personal context is different, it can provide a custom experience for everyone. - The system should anticipate and not just respond. We do not need to wait for users to ask question, the system can be working to proactively find insights and recommendations for the user. - It builds defensibility. We’re not just a wrapper around an LLM. The real value comes from deeply integrating into user’s financial lives, understanding their unique context, providing table-stakes features, and building strong AI-native experiences to optimize their finances. Excited to be building at the intersection of AI and fintech ??

    查看Simon Taylor的档案
    Simon Taylor Simon Taylor是领英影响力人物

    Head of Strategy & Content @ Sardine / Writer FintechBrainfood ??

    Hey Fintech Nerds ?? Block is offering consumer loans via its bank, Moonpay acquired Iron for $100m, and the FTC reported consumer scams grew 125% YoY. (Things to Know ??) Those three stories are such a good microcosm of the market. Mobile-first-2010s Fintech is growing up, consolidating market share, and looking to own more economics. Stablecoins are the next big payments rail, and we’re in a scamdemic. Consumer Fintech is taking a beating in public markets. Block is down 33%, Coinbase 22%, Robinhood 17%. VC inertia means we’ll see deals for at least another 6 months but if this market correction continues, we will know what happens next. The call it a market cycle after all. But what comes next in consumer is AI Native Fintech. And it’s going to be more transformational than the mobile-first era of the 2010s That’s your Rant this week. Here's this week's Brainfood in summary ?? Rant: The Birth of AI First Fintech ?? 4 Fintech Companies: Payman - The Agentic Payments API Mansa Finance - Liquidity for Cross border payments Stablecore - The "side core" for stablecoins myTU - The AI-first digital neobank (EU) ?? Things to Know: 1. Block subsidiary approved to offer consumer loans by FDIC 2. Consumers lost $12.6bn to scams last year, up 25% 3. MoonPay acquires Iron to add enterprise stablecoin solutions ?? Good Read: Scam Empire - The investigation into $275m worth of investment advisor scams

  • 查看Finvest的组织主页

    1,388 位关注者

    Excited to put a wealth-manager in everyone's pocket! ??

    查看Y Combinator的组织主页

    1,245,006 位关注者

    Finvest is building the first AI-powered wealth manager that's bringing institutional-grade wealth management tools to everyday investors. Track your finances, invest smarter and get insights tailored to you - all in one place. Wealth management has long been reserved for the ultra-wealthy, while most people are left with generic advice and fragmented tools. Finvest solves this through intelligent tools and tailored insights that help you stay ahead of the market and invest with clarity and confidence. https://lnkd.in/gDbdqE64

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Finvest 共 2 轮

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