Finest · Office #42,362

What it is

Calls itself “smart home”.

• Calls itself: smart home

“FINEST The smart home for your financial life. Aggregate, analyze, and act on your wealth in one secure workspace.”

Where it puts itself

Rules out “We don't sell your personal data”.

• Says it will not: We don't sell your personal data

“Not another investing app. The home for your financial life.”

“We don't sell your personal data”

What it costs

A free tier, free forever.

• Free plan: free forever

“Free early access”

Who it sells to

Sells to consumers. Built for solo users and teams. Made for CA and RIA.

• Sells to: consumers
• Company size: solo / indie · teams
• Made for: CA · RIA

“We're building a unified platform where individuals, households, and advisors can see, understand, and grow all their money in one place.”

“Unified Household Your money, your spouse's, your family's. Together or separate. One household, one view, shared goals.”

How it runs

A mobile app for Android and iOS. Hosted in the cloud. Distributed through the App Store and Play Store.

• Kind: mobile
• Runs on: Android · iOS
• Runs where: cloud / hosted
• Distributed via: App Store · Play Store

“Finest is best on your phone with the app.”

“Get Finest on the App Store Get Finest on Google Play”

What it works with

Names Gmail on its pages.

• Names: Gmail

“Finest brings it all into one place so you can see where you stand and grow with confidence.”

“Revocable Gmail access can be disconnected anytime”

What it offers as proof

Waitlist only. Trying it asks for an email. Publishes a blog.

• Stage: waitlist
• Instant signup: yes
• Trial asks for: an email address

“Join the Waitlist”

“No credit card required”