Connect your bank accounts and get personalized financial advice, investment analysis, and tax strategies — in plain English.
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FinAdvisor replaces five different apps with one intelligent platform that actually understands your situation.
Track every dollar automatically. See where your money goes, set spending targets, and get AI suggestions that fit your life — not just your spreadsheet.
Ask anything about your finances. Get clear, personalized answers backed by your real account data — from "am I saving enough?" to complex tax questions.
See your full portfolio across brokerages and retirement accounts. AI-powered allocation recommendations, rebalancing alerts, and performance benchmarking.
Year-round tax optimization, not just at filing time. Roth conversion opportunities, tax-loss harvesting, HSA maximization — explained in plain English.
Maximize rewards and minimize interest. Find the best card for your spending patterns, identify balances to pay down first, and never leave points on the table.
Thinking about buying a house or a car? Get a detailed financial analysis of how any major purchase affects your budget, net worth, and long-term goals before you commit.
No spreadsheets. No manual data entry. Just connect and get answers.
Securely link your bank, brokerage, and credit card accounts using Plaid's bank-grade encryption. Takes about 2 minutes.
FinAdvisor automatically builds your complete financial picture — net worth, cash flow, investment performance, spending patterns.
Chat with your AI advisor or explore auto-generated insights for your budget, investments, taxes, and big purchases.
Lock in your rate forever. First 200 members get founding pricing — never pay more as we grow.
Most finance apps tell you what happened.
FinAdvisor tells you what to do.
See your precise Roth conversion room before hitting the next tax bracket — calculated from your actual income, deductions, and state tax rate. Most users discover $50,000–$100,000 in conversion opportunity they didn't know existed.
Planning to fund a down payment from your brokerage? FinAdvisor calculates the exact federal LTCG, NIIT, and state tax — and shows whether staging the sale across two years saves you money.
Buying a house or car? See every funding option — cash, brokerage liquidation, 401k loan — ranked by actual tax cost with opportunity cost included.
Identifies concentration risk, high-fee duplicates, and asset location errors. Every suggested change includes whether it triggers a taxable event — and at what rate.
401k headroom, HSA opportunity, 0% capital gains bracket, MA millionaire surtax planning, IRMAA thresholds — all calculated from your actual numbers, not generic benchmarks.
Not generic financial advice. Every answer references your actual accounts, balances, and tax situation. Ask "should I sell my AMD position this year?" and get a real answer.