About Us

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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Our Story

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.

Finley team working
Our Values

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.

Leadership

Meet the Team

We're a team of engineers, designers, and finance experts united by a mission.

Alex Rivera

Alex Rivera

CEO & Co-Founder

Sarah Kim

Sarah Kim

CTO & Co-Founder

Marcus Chen

Marcus Chen

Chief AI Officer

Emily Watson

Emily Watson

Head of Product

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