Finvest: AI Wealth Manager
Track, manage & build wealth
Free · In‑App Purchases
FINVEST: YOUR AI WEALTH MANAGER
Finn connects to all of your accounts, understands your full financial life, tells you what needs attention, and helps you act on it. With it, you have an investment advisor, tax expert and private banker all in one, in your pocket.
FINN FEED: YOUR PERSONALIZED MONEY BRIEFING
Your Feed brings what matters straight to you. Finn surfaces idle cash, portfolio drift, tax opportunities, and market moves that actually affect you. Open the app and see what deserves your attention today.
FINN CHAT: ASK FINN ANYTHING
Ask Finn about your portfolio, a market move, or a decision you're weighing. Finn answers with your numbers, understands your context and walks through the tradeoffs, so you're not guessing.
FINN TASKS: PUT YOUR MONEY TO WORK
Tell Finn what you want to happen and it sets up the workflow. Finn handles the steps, monitors the conditions, and checks with you before moving any money so you’re always in control.
FINN PLANS: STAY ON TRACK
Big financial goals like buying a home, paying down debt, or planning for taxes take time. Finn Plans track your progress, catch you when you fall behind, and tell you the next move. Your plan stays alive as your life changes.
FINN STORIES & TIMELINE: NEWS THAT MATTERS TO YOU
Finn follows the news, filings, and company events tied to what you own and organizes them into clear timelines. See what happened, why it matters, and how it touches your money.
FINN SCORE: EVERY STOCK, CLEARLY RATED
Finn scores stocks and ETFs across growth, valuation, financial health, performance, risk, and sentiment. Each one is measured against its industry, so you know where it really stands. Make decisions confidently with the help of research backed by data and explained simply.
FINN PICKS: SEE CURATED INVESTMENT IDEAS
Finn Picks is a curated portfolio built on the Finn Score system. It turns structured analysis into a clear set of investment ideas you can act on, personalized to your goals.
The company official registered name is Get Moving, Inc. All investments involve the risk of loss. Disclosures: https://www.getfinvest.com/legal
Get Moving Inc, 425 2nd Street, Suite 601, San Francisco 94107
© 2023 Get Moving Inc ("Finvest")
more I’ve been using Finvest for a bit now and it honestly made tracking my finances so much easier. You can connect all your accounts in one place and actually see your full net worth without jumping between apps (I used to keep a spreadsheet)What I like the most is how simple it is. It breaks everything down and gives you insights on where you can improve without feeling overwhelming. It reminds me of the old Mint app but more modern and way more user friendly.If you’re trying to get more serious about your money or just want a clear picture of where you stand, I would definitely recommend it.
I’ve been using Finvest for a bit now and it honestly made tracking my finances so much easier. You can connect all your accounts in one place and actually see your full net worth without jumping between apps (I used to keep a spreadsheet)What I like the most is how simple it is. It breaks everything down and gives you insights on where you can improve without feeling overwhelming. It reminds me of the old Mint app but more modern and way more user friendly.If you’re trying to get more serious about your money or just want a clear picture of where you stand, I would definitely recommend it.
I’ve been looking for an all in one tracker that helps me manage my spending and net worth. Most other apps require a monthly subscription but this one has been completely free to use. Also started putting cash into it because it offers a better return than my bank.
I’ve been looking for an all in one tracker that helps me manage my spending and net worth. Most other apps require a monthly subscription but this one has been completely free to use. Also started putting cash into it because it offers a better return than my bank.
Finvest is the investment platform you didn’t know you needed. With a clean, uncluttered interface and no pretension of trying to be more than it is, Finvest makes T-bills, one of the safer yet more obscure investment vehicles, easily accessible to the masses in the secondary market. Lock in your interest rate today while it is still at historically high levels!
Finvest is the investment platform you didn’t know you needed. With a clean, uncluttered interface and no pretension of trying to be more than it is, Finvest makes T-bills, one of the safer yet more obscure investment vehicles, easily accessible to the masses in the secondary market. Lock in your interest rate today while it is still at historically high levels!
I love that is a no-fuss, simple app that lets me buy and sell tbills without having to deal with annoying treasury direct. App has an intuitive and sleek UI and makes it simple to deposit, invest, monitor and withdraw money. Deposits also happen instantly! Kudos to the developers.
I love that is a no-fuss, simple app that lets me buy and sell tbills without having to deal with annoying treasury direct. App has an intuitive and sleek UI and makes it simple to deposit, invest, monitor and withdraw money. Deposits also happen instantly! Kudos to the developers.
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place.
* Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way.
* Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
4.5.3 Jul 13
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place.
* Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way.
* Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
4.5.2 Jul 10
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place.
* Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way.
* Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
4.5.1 Jul 8
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place.
* Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way.
* Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
4.5.0 Jul 6
* Buying Investment plans just got smarter with more insights and smoother execution
* Graphs got a glow-up with cleaner visuals and better performance
* Bug fixes and performance improvements
4.4.0 Jun 10
Bug fixes and performance improvements
4.3.2 May 25
What’s New in This Release
- We gave the home screen a tailored upgrade and deep-cleaned our components for flawless performance. Pure aesthetic, zero clutter.
- We’ve evicted the last few bugs trying to ruin the aesthetic.
4.3.1 May 15
What’s New in This Release
- We gave the home screen a tailored upgrade and deep-cleaned our components for flawless performance. Pure aesthetic, zero clutter.
- We’ve evicted the last few bugs trying to ruin the aesthetic.
4.3.0 May 11
- Detect money leaks: We can help you detect money leaks across your accounts at signup.
- Dividend & Interest tracking: We can help you track dividend and interest across your equity and bond holdings in PnL.
- Tax Calculator: Get an estimate on how much taxes that you owe on top of your investments.
4.2.0 Apr 14
- Cash Flow Tracking: See exactly where your money's going. Track inflows, outflows, and everything in between—all in one beautiful view.
- Transaction Manager: Rename transactions, exclude the noise, and finally make sense of your spending. Your money story, told your way.
- Liabilities Support: Loan accounts now live alongside your investments. Get the full picture of your financial life, not just the highlights.
- Smoother, Faster, Better: Tons of under-the-hood improvements for a snappier experience across the board.
Your finances just got a whole lot clearer. Update now and take control of every dollar.
4.1.0 Mar 28
Just a routine sweep to squash a few bugs that didn't pass the vibe check.
4.0.3 Mar 16
Just a routine sweep to squash a few glitches that didn't pass the vibe check.
4.0.2 Mar 10
Just a routine sweep to squash a few glitches that didn't pass the vibe check.
4.0.1 Mar 7
What’s New in This Release
- Introducing an exclusive waitlist for Finn Feed. Elite access, members-only vibes.
- Dashboard enhancement. Your data now looks more sharper.
- Squashed some freeloading bugs that were living rent-free in the app.
4.0.0 Feb 26
What’s New in This Release
- All-New Customizable Dashboard: Your home screen, your rules. Drag, resize, and arrange widgets however you like.
- 30+ Insight Widgets: Cash flow, diversification, analyst ratings, watchlists—pick your faves and build your perfect view.
- Edit Mode Magic: Tap the pencil, rearrange your widgets, add new ones. Interior design, but for your portfolio.
- Always Up to Date: Your numbers stay fresh without lifting a finger.
- Sign in with Apple: One tap, you're in. Fast, secure, and oh-so-smooth.
Your finances just got a serious glow-up. Update now and vibe with your new dashboard.
3.9.0 Feb 5
What’s New in This Release
- Revamped Invest Tab: Fresh sub-tabs, zero clutter. Your portfolio just got its own VIP lounge.
- Dividend & Interest Tracker: Every payout neatly tracked. Passive income, now with sparkle.
- New Referral System: Share Finvest, snag stock rewards. It’s giving “money with friends.”
- Asset Search Enhancements: Reasoning steps revealed. Finn finally spills the tea on how it thinks.
Smarter, cleaner, and a whole lot sassier. Update now and let your money game shine.
3.8.1 11/21/2025
What’s New in This Release
- Net Worth Widgets: Track your wealth right from the homescreen, because why hide success?
- PNL Breakdown: See where you’re winning (and learning) clarity has never looked this good.
- Dividend Insights: Know what’s paying off coz your passive income deserves the spotlight.
Smarter, sleeker, and a little sassier, update now and level up your investing game.
3.6.0 10/27/2025
What’s New in this release
- Bond Investments: Time to earn interest — and look interesting while doing it.
- Watchlist Flow: Keep tabs on your favourites — no more endless scrolling.
- Google Sign-In: Because typing passwords is overrated.
- Finn AI Search: Meet Finn, your AI buddy for smarter searching.
- Sorting & Filters: Find what you need faster, your thumbs will thank you.
Smarter, sleeker, and a little sassier, update now and level up your investing game.
3.5.1 10/14/2025
New Investment Plan feature to help you invest smarter
Improved Onboarding Experience
Enhanced Portfolio Overview for better insights
Added App Shortcuts for quick access
Various bug fixes and performance improvements
3.4.0 09/16/2025
Bug fixes
3.3.2 08/26/2025
Bug fixes
3.3.1 08/25/2025
- Investment Themes and Plans
- ETF Trading Support
- App Experience Changes, Enhancements, and fixes
3.3.0 08/23/2025
- ETF Breakdown and Peer View
- Investment Themes
3.2.2 08/15/2025
- ETF Breakdown and Peer View
- Investment Themes
3.2.1 08/14/2025
- ETF Breakdown and Peer View
- Investment Themes
3.1.1 08/05/2025
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place.
* Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way.
* Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
more Version 4.5.3 Jul 13
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Not Linked to You The following data may be collected but it is not linked to your identity:
