Full-Time
AI-powered wealth management with Treasury bills
No salary listed
San Francisco, CA, USA
In Person
Finvest offers AI-powered wealth management for individuals, giving direct access to U.S. Treasury Bills (1-month, 3-month, 6-month, and 1-year) with on-platform liquidity to sell anytime. Users connect and monitor financial accounts to track net worth, while buying government-backed T-bills through the app and receiving guidance from an AI coach to improve financial literacy. The service stands out by democratizing secure, government-backed investments and liquidity as part of a broader suite that includes account aggregation and automatic financial coaching for retail investors. Its goal is to help everyday investors grow wealth and manage finances more effectively through an accessible, AI-assisted platform.
Company Size
11-50
Company Stage
Seed
Total Funding
$2.7M
Headquarters
San Francisco, California
Founded
2023
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Remote Work Options