Disclosures

The content provided through Finley's services, including AI-generated recommendations, portfolio analysis, and financial insights, is for informational and educational purposes only. Nothing on this platform constitutes:

• Investment advice or recommendations to buy, sell, or hold any securities
• Tax advice or tax planning services
• Legal advice or legal representation
• A comprehensive financial plan tailored to your specific circumstances
• A solicitation or offer to buy or sell any financial products

Always consult with qualified professionals—such as a registered investment advisor, certified financial planner, tax professional, or attorney—before making important financial decisions.

Finley uses artificial intelligence to analyze your financial data and provide insights. While we strive for accuracy, AI technology has inherent limitations:

• AI recommendations are based on historical data and patterns, which may not predict future results
• The AI does not have complete knowledge of your personal circumstances, risk tolerance, or financial goals
• AI-generated content may contain errors or inaccuracies
• Market conditions and regulations change frequently; AI may not reflect the most current information
• The AI cannot account for all factors that may affect your financial situation

You should independently verify any information before making financial decisions.

Past performance is not indicative of future results. Any projections, estimates, or forecasts provided by Finley are hypothetical and for illustrative purposes only. Actual results may vary significantly.

Investment involves risk, including the possible loss of principal. There is no guarantee that any investment strategy or recommendation will be successful or achieve its stated objectives.

Finley integrates with third-party services to provide account aggregation and other features:

• Plaid: Account connections are facilitated by Plaid Inc. Finley is not responsible for the availability or accuracy of data provided by Plaid or your financial institutions.
• Data Providers: Market data and financial information may be sourced from third-party providers and may be delayed or inaccurate.

Finley is not affiliated with, endorsed by, or sponsored by any financial institution whose accounts you may connect.

Tax-related features, including tax-loss harvesting suggestions and tax estimates, are provided for informational purposes only. Finley is not a tax preparation service and does not provide tax advice.

Tax laws are complex and subject to change. Your actual tax situation depends on many factors not known to Finley. Always consult with a qualified tax professional for advice specific to your situation.

Finley employs industry-standard security measures to protect your data, including encryption, secure infrastructure, and regular security audits. However:

• No system can guarantee absolute security
• You are responsible for maintaining the confidentiality of your login credentials
• Finley will never ask for your password via email or phone

For more information, please review our Security page.

Finley may receive compensation from third parties for referrals or partnerships. When applicable:

• We clearly disclose any affiliate relationships that may influence recommendations
• Compensation does not affect the objectivity of our AI analysis
• You are never obligated to use any third-party service