Finn

Finn tackled the wealth management gap affecting millions of middle-income Americans who couldn't afford traditional advisors charging 1% of assets under management. These individuals—earning $50K-$250K annually—possessed sufficient assets to benefit from professional guidance but lacked access to it. The problem was acutely observable: financial advisory services remained concentrated among the wealthy, while average Americans made suboptimal decisions about savings, investments, and tax planning. Traditional alternatives like robo-advisors offered limited functionality, requiring users to manually input data and make decisions, while full-service advisors remained economically inaccessible. Early validation emerged through user research revealing how much time people spent managing finances across multiple accounts and platforms. The demand signal was clear when beta users reported spending 5-10 hours monthly on financial tasks. Additionally, the rapid adoption of AI assistants in other domains demonstrated consumer comfort with automated intelligence handling complex decisions. These signals confirmed that an AI-driven wealth manager addressing the advice gap could solve a genuine, widespread problem.