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FinAdvisor

FinAdvisor

Your personal CFO, powered by AI

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FinAdvisor connects to your bank and investment accounts and answers forward-looking financial questions other apps can't: → Should I sell stock this year or next to minimize capital gains? → What's the real after-tax cost of funding a down payment from my brokerage? → How much 401k headroom before hitting the next bracket? Tax optimizer · Capital gains timing · Investment analysis · Big purchase planner · Credit card optimizer · Real transaction budgeting Powered by AI. Driven by your data.

FinAdvisor makers

Here are the founders, developers, designers and product people who worked on FinAdvisor

Dorel Baluta
Dorel BalutaFounder of FinAdvisor Technologies Inc.
FinAdvisorFinAdvisor