FinWise | Assistant: Simplify Financial Management & Plan Effectively

Simplify financial management with FinWise: AI budgeting, net worth tracking, personalized insights, and more. Take…

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⚙️  Tech Specs

❑ Website Registered On:

  4th January, 2023

❑ Is this Mobile Friendly?

  Yes!

❑ Name Servers:

dane.ns.cloudflare.com, melissa.ns.cloudflare.com

❑ Tech Stack:

Sentry, Node.js, React, Amazon Web Services, Next.js, Heroku, webpack, Google Tag Manager, Google Analytics, Google Workspace, Cloudflare

📡  Connect

❑ Tool Name:

  FinWise

Connect with QR

finwise-QR-Code-AI-Tool
Go to website

Contact Info:

hello@finwiseapp.io

❑ Email Service By:

  Google Workspace

❑ Safe to Send? :

 Risky

❑ Verification Status:

  Valid

〒 Know More

❑ Use it For:

  Finance

❑ Pricing Options:

  Free Trial, Paid

❑ Suitable Tags:

  iOS App, Mobile App, Web Browser

Check this Tool

FinWise is a cutting-edge personal finance management tool launched in 2023. It aims to simplify financial management by offering features such as budgeting, net worth tracking, and financial planning. The platform leverages artificial intelligence to provide personalized insights and forecasts, helping users make informed financial decisions. Users can securely link their bank accounts or manually enter transactions, making it versatile for different preferences. The intuitive interface ensures a seamless user experience, making financial management accessible to everyone.

Major Highlights

  • AI-Assisted Budgeting: Optimizes spending habits by analyzing accounts, budgets, and transactions.
  • Net Worth Tracking: Provides a clear overview of financial health by monitoring net worth.
  • Secure Account Syncing: Allows users to sync their bank accounts via Plaid or enter transactions manually.
  • Personalized Insights: Offers tailored advice to encourage smart financial decisions.
  • User-Friendly Interface: Designed to enhance the user experience with intuitive navigation.
  • Automated Budget Tracking: Automatically monitors spending against set budgets.
  • Financial Forecasting: Comprehensive tools to predict future financial scenarios.
  • Free Trial: Offers a 30-day free trial with no credit card required.
  • Affordable Pricing: Subscription plans available at $6.99 per month or $69.99 per year.
  • 24/7 Customer Support: Round-the-clock assistance available for all users.

Use Cases

  • Individuals Seeking Financial Control: Perfect for those looking to take charge of their finances.
  • Budgeting and Savings Assistance: Ideal for users needing help with budgeting and saving.
  • Net Worth Tracking: Useful for anyone wanting to track their net worth over time.
  • Couples Managing Finances Together: Great for partners with collaborative budgeting tools.
  • Planning Major Expenses: Suitable for those planning significant future expenses like buying a house or starting a family.

FinWise stands out as a comprehensive and user-friendly tool for managing personal finances, making it an excellent choice for individuals and couples alike.

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