FinMate AI 4+

AI By Advisors For Advisors

Trellish Corp

Designed for iPhone

    • Free
    • Offers In-App Purchases

iPhone Screenshots


AI for Financial Advisors, by Financial Advisors

Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.

With the FinMate App, you can have FinMate take notes for your in person meetings.

Your data is secured, backed by our SOC2 Certification.

* Record with one tap
* Review and Playback
* Control your event list

Terms of Use(EULA) -
Privacy Policy -

What’s New

Version 1.16

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App Privacy

The developer, Trellish Corp, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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