FinMate AI
AI By Advisors For Advisors
Free · Designed for iPad
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) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy - https://www.finmate.ai/privacy
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
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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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Trellish Corp
- Size
- 40 MB
- Category
- Business
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 Trellish Corp