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.
Free to start. No credit card required.
Built for every stage of wealth
Finnimo is built for individuals managing their money — whether just starting out or handling a complex portfolio.
The Builder
Net worth under $100k
Focus on debt reduction, building an emergency fund, and automated savings habits.
The Accumulator
$100k – $1M
Optimize tax efficiency, diversify investments, and plan for major life events.
The Strategist
$1M and above
Estate planning, alternative investments, and advanced withdrawal strategies.
From scattered apps to one clear view
Connect your accounts
Link 12,000+ financial institutions through Plaid, with read-only, bank-grade access.
See the full picture
Net worth, accounts, investments, and spending update in real time in one dashboard.
Get AI insights
Daily scans surface idle cash, tax-saving opportunities, and high-yield alternatives.
Ask Finnimo
Ask questions in plain language and get personalized, data-backed answers.
A look at the product
Everything in one place
Real-time sync
Direct read-only integrations with 12,000+ financial institutions. Net worth updates the moment the markets move.
Bank-grade security
AES-256 encryption at rest, TLS 1.2 in transit, and SOC 2 Type II auditing.
AI-powered insights
Algorithms scan accounts daily to find tax-saving opportunities and high-yield alternatives.
Ask Finnimo
Natural-language queries, proactive savings recommendations, and portfolio rebalancing alerts.
Unified dashboard
Accounts, investments, portfolio performance, and recent activity in one view.
Wealth-stage guidance
Tools and recommendations shaped to where you are — building, accumulating, or strategizing.
Why I'm building Finnimo
My background spans investment research, financial planning, and financial analysis, with graduate study in finance and international business and an engineering foundation. Across that work, the same problem kept showing up: financial information is scattered, and the next step is rarely obvious.
Finnimo started as a response to that. Instead of toggling between banking, investing, and budgeting apps, Finnimo brings a person's full financial picture into one place and uses AI to turn that picture into clear, specific next steps.
The goal is practical, not theoretical — make money easier to understand, move, and manage.
Live and free to start
Finnimo is publicly available today. You can start free, with no credit card required, and move to paid plans as your needs grow.
Free
$01 connected account, real-time dashboard, basic reporting.
Plus
$10/mo5 accounts, advanced insights, AI recommendations.
Pro
$20/moUnlimited accounts, custom strategies, API access.
Explore Finnimo
See the product, or get in touch to discuss how Finnimo could fit your needs.