AI Copilot for Financial Advisors

Go from client meetings to a comprehensive financial plan in a matter of minutes.

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Features

Everything you need in one place

Finobi combines cutting-edge AI technology with deep financial expertise to help you serve your clients better.

Financial Modeling Assistant

Transform complex financial analysis into clear, actionable insights with our intelligent modeling tools

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Coming Soon

Finobi Meetings Assistant

Launching in January 2025

Experience the future of financial advisory.
Join our waitlist to stay updated on our launch progress and receive exclusive access to our platform.