Let Finobi handle it
Our mission
Empower advisors to focus their time and energy on what matters their clients, by being the ultimate AI assistant; assisting in client meetings, preparing strategies and compiling reports. We want you to be able to go from a client meeting to a comprehensive Financial Plan in a matter of Minutes.
Meet the team
We are a passionate team guided by industry veterans who believe in our project and resolve to make it a reality. We believe technology is the key edge that helps modern businesses stand out in their industry.
Having previously built Software and AI products used by millions in highly regulated industries such as banking and insurance, we are now building Finobi with inputs from financial advisers who have been in the industry for decades and have seen the industry change over the years and we aim to emulate their core values and dedication to their clients while building Finobi.
Partner with us to power your AI journey
Embark on your AI journey
Finobi is not a generic AI tool: Finobi is built to be an AI Assistant that understands your workflow deeply.
Add value to your service
The best products don't just make processes faster or cheaper; Uncover new potential and augment your service.
Work with us
Our core goal is to help you serve your clients better and to do this we must understand your practice better, we keep this at the core of our product development.
