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San Francisco, CA, USAFounded 20225+ employeesPrivate
$2.7M raisedSeed· last: seed (May 2023)· 2 rounds
Backed by(6 investors)

While exploring the best ways to manage money, we realized that everyday people lack access to the tools and services the ultra-wealthy use to optimize their finances. At Finvest, we are breaking those barriers. Our mission is simple: to give your money the superpower it deserves by leveling the playing field. Imagine having your very own personal wealth manager, accessible at all times and continuously working to optimize your money across spending, saving, and investing.

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