Finsie
Curated by SignalFinancial planning platform connecting individuals with certified financial advisors.
Overview
Finsie is a fintech company that focuses on delivering financial planning solutions for individuals. The platform connects users with certified financial planner professionals and offers various services, including retirement planning, budgeting, debt management, tax preparation, estate planning, insurance policies, and executive coaching. Finsie aggregates financial data and employs algorithms to assist users in creating customized financial plans based on their specific goals. The platform aims to promote trust and transparency by disclosing advisor fees and facilitating virtual meetings with experienced fee-only financial advisors. Finsie's objective is to enable individuals to make informed financial decisions and work towards their financial goals.
Key facts
- Founded
- 2020
- Headquarters
- Belmont, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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