Let Finobi handle it
Go from a client meeting to a comprehensive Financial Plan in a matter of Minutes
Our mission
Revolutionize the financial advice by bringing cutting edge AI technology to Advisors. 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.
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 to 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.
Board and Advisors
Help us, help you in your AI journey
Get AI ready
We are not another AI tool, We are building an AI Assistant that understands your workflow deeply.
Add value to your service
We believe the best products don't just make processes faster or cheaper; they add undiscovered value to your service.
Serve your clients better
Our core goal is to help you serve your clients better. We apply the same principles to our product development.
