Making Financial Advice Accessible to Everyone
We started Finley because we believe everyone deserves access to expert financial guidance—not just the wealthy few.
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Born from Frustration with the Status Quo
In 2022, our founders Alex and Sarah were both frustrated. As tech professionals, they understood money—but getting quality financial advice meant either paying thousands to a human advisor or settling for cookie-cutter robo-portfolios.
They saw the potential of large language models and wondered: what if AI could provide the personalized, nuanced financial guidance that was previously only available to the wealthy?
That question became Finley. Today, we're helping over 150,000 people take control of their financial futures with AI that truly understands their unique situations.
What We Stand For
AI-First Approach
We believe AI should augment human decision-making, not replace it. Our technology empowers you with insights while keeping you in control.
Trust & Security
Your financial data is sacred. We use bank-level encryption, are SOC 2 certified, and never sell your data. Period.
Accessible to All
Financial advice shouldn't be a luxury. We're committed to making expert guidance available to everyone, regardless of wealth.
Continuous Innovation
We're always improving our AI models, adding new features, and finding ways to help you build wealth smarter.
Meet the Team
We're a team of engineers, designers, and finance experts united by a mission.
Alex Rivera
CEO & Co-Founder
Sarah Kim
CTO & Co-Founder
Marcus Chen
Chief AI Officer
Emily Watson
Head of Product
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