Finvest Analysis
What is Finvest?
Finvest is an AI-powered wealth manager that helps users invest, save, and monitor money across cash, stocks, ETFs, bonds, and T-Bills. The company calls its assistant Finn and positions the product as a command center for financial decisions, with a mobile app on iOS and Android. Finvest says it launched Finvest 2.0 in January 2025 and operates through an SEC-registered investment adviser relationship with brokerage services through Alpaca Securities.
Location
95 3rd St, San Francisco, California, 94103, US
Employees
1-10
Founded
2023
Revenue
$195K
YC Batch
W23
Product Features & Capabilities
- Powerful money tools, personal wealth manager, optimize spending, saving, investing, track finances, personalized insights, market compass, curated news updates, intelligent investment tools, supports stocks, ETFs, bonds, T-Bills, integrates with major brokerages, free core platform, investment advisory services.
Pricing
- Finvest's core platform is completely free to use.
- For treasury investment, pricing details can be found on their fee schedule page.
Who are the founders of Finvest
SB
Shivam Bharuka
Founder
Market Focus
Finvest primarily focuses on the personal wealth management industry, providing tools for optimizing finances related to spending, saving, and investing.
Investors
- Bayhouse Capital
- Y Combinator
- Pioneer Fund
- Oliver Jung
- Fractal Ventures
- Olive Tree Capital
Competitors Overview
Finvest operates in the personal wealth management market, where its main competitors include:
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Betterment: A leading robo-advisor known for its goal-oriented tools and tax strategies. Betterment offers automated investing with low fees (0.25% annually) and a high-yield cash reserve account. Its advantages include a user-friendly platform, personalized investment portfolios, and no hidden fees, making it appealing for a wide range of investors.
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Edward Jones: A traditional financial advisory firm that provides personalized investment advice and services. Unlike Finvest, which focuses on digital tools, Edward Jones emphasizes face-to-face consultations and personalized service. This can be an advantage for clients who prefer direct interaction with advisors.
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Fidelity Investments: A well-established financial services company offering a wide range of investment options, including wealth management services. Fidelity's advantages include comprehensive planning and advice, straightforward pricing, and robust security measures. They also provide extensive research tools and resources for investors.
Notable differences include Betterment's focus on automation and low-cost investing, Edward Jones's personalized service model, and Fidelity's extensive range of investment products and research capabilities.
Company Pricing
- Finvest's core platform is completely free to use.
- For treasury investment, pricing details can be found on their fee schedule page.
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