Finvest: AI Money Manager

About

Finvest is your personal wealth manager, designed to put powerful financial tools in your hands. Whether you’re just getting started or managing multiple accounts, Finvest gives you the tools to track your wealth, uncover insights, spot what you might be missing, and make smarter financial decisions with confidence. FINN: YOUR AI FINANCIAL COPILOT Meet Finn, your always-on assistant for smarter money decisions. Get proactive alerts on opportunities, risks, and important changes across your finances. Ask Finn questions about your portfolio, markets, or financial strategy. Schedule actions, reminders, and workflows so your money keeps moving when it needs to. Finn helps you stay ahead at all times. UNIFIED FINANCE TRACKING: ONE VIEW FOR EVERYTHING YOU OWN Get a complete picture of your financial life, across bank accounts, credit cards, and investment accounts, all in one secure place. No more juggling apps or logins. Finvest helps you track your net worth, understand your cash flow, and stay on top of your financial goals without the guesswork. DEEP PORTFOLIO INSIGHTS: ONE DASHBOARD, TOTAL CONTROL Track your stock, ETF, bond, and crypto holdings across all your investment accounts. Understand where you're overexposed, underinvested, or missing out. Finvest highlights hidden risks and opportunities so you can make smarter decisions with your portfolio automatically. INTELLIGENT STOCK PICKS: SKIP THE GUESSWORK Discover top-rated stocks with the Finvest Scorecard, which analyzes hundreds of business, financial, and market signals to surface high-conviction ideas. Backed by data, not hype. Breaking down stocks by Growth, Financial Health, Valuation, Performance and Sentiment. SMART DISCOVERY: FIND WINNERS BEFORE EVERYONE ELSE Use curated investment themes, industry rankings, and personalized recommendations to spot high-potential stocks, ETFs, and bonds. Find your next investment in seconds. TRADE STOCKS, ETFS, CRYPTO & BONDS/T-BILLS: ALL IN ONE PLACE Research, analyze, and trade in one unified platform. No switching apps. Just smarter, faster investing. CASH ACCOUNT: EARN 3.25% APY WITH NO FEES Earn an industry-leading 3.25% Annual Percentage Yield (APY). No fees, no lockups. Your cash is held securely across program banks and always accessible. FDIC insured. The Annual Percentage Yield (“APY”) on cash account is as of April 1st, 2026, is representative, subject to change, and requires no minimums. We convey funds to program banks who accept and maintain deposits, provide the variable APY, and provide FDIC insurance. 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")