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Finvest: AI Wealth Manager

Track, manage & build wealth
US flag US
1 of 1 storefronts
Content in en-US
295 Ratings
4.7
★★★★★
Age Rating
17+
Years
Developer
Language
EN
Size
128
MB

Information

Apple ID6473599514
Bundle IDcom.finvest.finvest
SellerSeller
Min iOS15.6
Min macOS12.5
Device familiesiphone, ipad, ipod
Released2023-12-06
Copyright© Get Moving Inc.
WebsiteLink ↗
Privacy policyLink ↗

Preview 2 platforms

iPhone 6 images

iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 6 images

iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 4.5.2

* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way. * Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!

Description

FINVEST: YOUR AI WEALTH MANAGER Finn connects to all of your accounts, understands your full financial life, tells you what needs attention, and helps you act on it. With it, you have an investment advisor, tax expert and private banker all in one, in your pocket. FINN FEED: YOUR PERSONALIZED MONEY BRIEFING Your Feed brings what matters straight to you. Finn surfaces idle cash, portfolio drift, tax opportunities, and market moves that actually affect you. Open the app and see what deserves your attention today. FINN CHAT: ASK FINN ANYTHING Ask Finn about your portfolio, a market move, or a decision you're weighing. Finn answers with your numbers, understands your context and walks through the tradeoffs, so you're not guessing. FINN TASKS: PUT YOUR MONEY TO WORK Tell Finn what you want to happen and it sets up the workflow. Finn handles the steps, monitors the conditions, and checks with you before moving any money so you’re always in control. FINN PLANS: STAY ON TRACK Big financial goals like buying a home, paying down debt, or planning for taxes take time. Finn Plans track your progress, catch you when you fall behind, and tell you the next move. Your plan stays alive as your life changes. FINN STORIES & TIMELINE: NEWS THAT MATTERS TO YOU Finn follows the news, filings, and company events tied to what you own and organizes them into clear timelines. See what happened, why it matters, and how it touches your money. FINN SCORE: EVERY STOCK, CLEARLY RATED Finn scores stocks and ETFs across growth, valuation, financial health, performance, risk, and sentiment. Each one is measured against its industry, so you know where it really stands. Make decisions confidently with the help of research backed by data and explained simply. FINN PICKS: SEE CURATED INVESTMENT IDEAS Finn Picks is a curated portfolio built on the Finn Score system. It turns structured analysis into a clear set of investment ideas you can act on, personalized to your goals. The company official registered name is Get Moving, Inc. All investments involve the risk of loss. Disclosures: https://www.getfinvest.com/legal Get Moving Inc, 425 2nd Street, Suite 601, San Francisco 94107 © 2023 Get Moving Inc ("Finvest")

Capabilities

In-App Purchases

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 25 versions

Build 888093652v4.5.22026-07-10 20:12:03
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way. * Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
Build 887932763v4.5.12026-07-08 07:19:09
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way. * Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
Build 887663484v4.5.02026-07-06 20:04:36
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater flexibility to build your portfolio your way. * Finn got a fresh upgrade. Smarter, faster, and more reliable than ever, with plenty of bug fixes and under-the-hood improvements for a smoother experience. Haven’t joined the waitlist yet? Now’s a great time!
Build 886299156v4.4.02026-06-10 18:54:19
* Buying Investment plans just got smarter with more insights and smoother execution * Graphs got a glow-up with cleaner visuals and better performance * Bug fixes and performance improvements
Build 886026600v4.3.22026-05-25 12:05:53
Bug fixes and performance improvements
Build 885666834v4.3.12026-05-15 05:41:13
What’s New in This Release - We gave the home screen a tailored upgrade and deep-cleaned our components for flawless performance. Pure aesthetic, zero clutter. - We’ve evicted the last few bugs trying to ruin the aesthetic.
Build 885226464v4.3.02026-05-11 17:37:11
What’s New in This Release - We gave the home screen a tailored upgrade and deep-cleaned our components for flawless performance. Pure aesthetic, zero clutter. - We’ve evicted the last few bugs trying to ruin the aesthetic.
Build 884384029v4.2.02026-04-14 21:56:39
- Detect money leaks: We can help you detect money leaks across your accounts at signup. - Dividend & Interest tracking: We can help you track dividend and interest across your equity and bond holdings in PnL. - Tax Calculator: Get an estimate on how much taxes that you owe on top of your investments.
Build 883874877v4.1.02026-03-28 20:40:32
- Cash Flow Tracking: See exactly where your money's going. Track inflows, outflows, and everything in between—all in one beautiful view. - Transaction Manager: Rename transactions, exclude the noise, and finally make sense of your spending. Your money story, told your way. - Liabilities Support: Loan accounts now live alongside your investments. Get the full picture of your financial life, not just the highlights. - Smoother, Faster, Better: Tons of under-the-hood improvements for a snappier experience across the board. Your finances just got a whole lot clearer. Update now and take control of every dollar.
Build 883411102v4.0.32026-03-16 18:45:27
Just a routine sweep to squash a few bugs that didn't pass the vibe check.
Build 883193330v4.0.22026-03-10 05:07:17
Just a routine sweep to squash a few glitches that didn't pass the vibe check.
Build 883113718v4.0.12026-03-07 00:53:18
Just a routine sweep to squash a few glitches that didn't pass the vibe check.
Build 882580231v4.0.02026-02-26 17:03:08
What’s New in This Release - Introducing an exclusive waitlist for Finn Feed. Elite access, members-only vibes. - Dashboard enhancement. Your data now looks more sharper. - Squashed some freeloading bugs that were living rent-free in the app.
Build 882125356v3.9.02026-02-05 08:45:36
What’s New in This Release - All-New Customizable Dashboard: Your home screen, your rules. Drag, resize, and arrange widgets however you like. - 30+ Insight Widgets: Cash flow, diversification, analyst ratings, watchlists—pick your faves and build your perfect view. - Edit Mode Magic: Tap the pencil, rearrange your widgets, add new ones. Interior design, but for your portfolio. - Always Up to Date: Your numbers stay fresh without lifting a finger. - Sign in with Apple: One tap, you're in. Fast, secure, and oh-so-smooth. Your finances just got a serious glow-up. Update now and vibe with your new dashboard.
Build 879846655v3.8.12025-11-21 14:13:00
What’s New in This Release - Revamped Invest Tab: Fresh sub-tabs, zero clutter. Your portfolio just got its own VIP lounge. - Dividend & Interest Tracker: Every payout neatly tracked. Passive income, now with sparkle. - New Referral System: Share Finvest, snag stock rewards. It’s giving “money with friends.” - Asset Search Enhancements: Reasoning steps revealed. Finn finally spills the tea on how it thinks. Smarter, cleaner, and a whole lot sassier. Update now and let your money game shine.
Build 879186850v3.6.02025-10-27 20:32:15
What’s New in This Release - Net Worth Widgets: Track your wealth right from the homescreen, because why hide success? - PNL Breakdown: See where you’re winning (and learning) clarity has never looked this good. - Dividend Insights: Know what’s paying off coz your passive income deserves the spotlight. Smarter, sleeker, and a little sassier, update now and level up your investing game.
Build 878721669v3.5.12025-10-14 05:59:43
What’s New in this release - Bond Investments: Time to earn interest — and look interesting while doing it. - Watchlist Flow: Keep tabs on your favourites — no more endless scrolling. - Google Sign-In: Because typing passwords is overrated. - Finn AI Search: Meet Finn, your AI buddy for smarter searching. - Sorting & Filters: Find what you need faster, your thumbs will thank you. Smarter, sleeker, and a little sassier, update now and level up your investing game.
Build 878056674v3.4.02025-09-16 19:35:43
New Investment Plan feature to help you invest smarter Improved Onboarding Experience Enhanced Portfolio Overview for better insights Added App Shortcuts for quick access Various bug fixes and performance improvements
Build 877556722v3.3.22025-08-26 11:30:50
Bug fixes
Build 877511009v3.3.12025-08-25 06:57:19
Bug fixes
Build 877481323v3.3.02025-08-23 00:38:04
- Investment Themes and Plans - ETF Trading Support - App Experience Changes, Enhancements, and fixes
Build 877270028v3.2.22025-08-15 19:39:22
- ETF Breakdown and Peer View - Investment Themes
Build 877109389v3.2.12025-08-14 06:43:56
- ETF Breakdown and Peer View - Investment Themes
Build 876971630v3.1.12025-08-05 13:35:45
- ETF Breakdown and Peer View - Investment Themes
Build 876648913v3.1.02025-07-30 19:35:22
- Equity Trading - Flat Design UI

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 1 of 1 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree2954.74.5.2

Change log 29 changes · US

releaseNotes updated
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter.
description updated
FINVEST: YOUR AI WEALTH MANAGER Finn connects to all of your accounts, understands your full financial life, tells you what needs attention, and helps you act
subtitle updated
Track, manage & build wealth
name updated
Finvest: AI Wealth Manager
Version 4.5.2 released
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater
Version 4.5.1 released
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater
Version 4.5.0 released
* Juggling multiple trading accounts? We’ve got you covered. Connect all your accounts and trade seamlessly from one place. * Your investments just got smarter. Investment plans now support multiple weighting strategies, giving you greater
Version 4.4.0 released
* Buying Investment plans just got smarter with more insights and smoother execution * Graphs got a glow-up with cleaner visuals and better performance * Bug fixes and performance improvements
Version 4.3.2 released
Bug fixes and performance improvements
Version 4.3.1 released
What’s New in This Release - We gave the home screen a tailored upgrade and deep-cleaned our components for flawless performance. Pure aesthetic, zero clutter. - We’ve evicted the last few bugs trying to ruin the aesthetic.
Version 4.3.0 released
What’s New in This Release - We gave the home screen a tailored upgrade and deep-cleaned our components for flawless performance. Pure aesthetic, zero clutter. - We’ve evicted the last few bugs trying to ruin the aesthetic.
Version 4.2.0 released
- Detect money leaks: We can help you detect money leaks across your accounts at signup. - Dividend & Interest tracking: We can help you track dividend and interest across your equity and bond holdings in PnL. - Tax Calculator: Get an estim
Version 4.1.0 released
- Cash Flow Tracking: See exactly where your money's going. Track inflows, outflows, and everything in between—all in one beautiful view. - Transaction Manager: Rename transactions, exclude the noise, and finally make sense of your spending
Version 4.0.3 released
Just a routine sweep to squash a few bugs that didn't pass the vibe check.
Version 4.0.2 released
Just a routine sweep to squash a few glitches that didn't pass the vibe check.
Version 4.0.1 released
Just a routine sweep to squash a few glitches that didn't pass the vibe check.
Version 4.0.0 released
What’s New in This Release - Introducing an exclusive waitlist for Finn Feed. Elite access, members-only vibes. - Dashboard enhancement. Your data now looks more sharper. - Squashed some freeloading bugs that were living rent-free in the ap
Version 3.9.0 released
What’s New in This Release - All-New Customizable Dashboard: Your home screen, your rules. Drag, resize, and arrange widgets however you like. - 30+ Insight Widgets: Cash flow, diversification, analyst ratings, watchlists—pick your faves a
Version 3.8.1 released
What’s New in This Release - Revamped Invest Tab: Fresh sub-tabs, zero clutter. Your portfolio just got its own VIP lounge. - Dividend & Interest Tracker: Every payout neatly tracked. Passive income, now with sparkle. - New Referral System:
Version 3.6.0 released
What’s New in This Release - Net Worth Widgets: Track your wealth right from the homescreen, because why hide success? - PNL Breakdown: See where you’re winning (and learning) clarity has never looked this good. - Dividend Insights: Know wh
Version 3.5.1 released
What’s New in this release - Bond Investments: Time to earn interest — and look interesting while doing it. - Watchlist Flow: Keep tabs on your favourites — no more endless scrolling. - Google Sign-In: Because typing passwords is overrated
Version 3.4.0 released
New Investment Plan feature to help you invest smarter Improved Onboarding Experience Enhanced Portfolio Overview for better insights Added App Shortcuts for quick access Various bug fixes and performance improvements
Version 3.3.2 released
Bug fixes
Version 3.3.1 released
Bug fixes
Version 3.3.0 released
- Investment Themes and Plans - ETF Trading Support - App Experience Changes, Enhancements, and fixes
Version 3.2.2 released
- ETF Breakdown and Peer View - Investment Themes
Version 3.2.1 released
- ETF Breakdown and Peer View - Investment Themes
Version 3.1.1 released
- ETF Breakdown and Peer View - Investment Themes
Version 3.1.0 released
- Equity Trading - Flat Design UI
expanded screenshot