Making Financial WellnessAccessible to Everyone
We're building the future of personal finance with AI technology that understands your unique situation and helps you make smarter money decisions through natural conversation.
Our Vision
"A world where everyone has access to personalized financial guidance, regardless of their income level or financial knowledge. AI should democratize expertise, not gatekeep it."
Our Mission
Traditional financial advice is expensive, intimidating, and often inaccessible. We're changing that with AI technology that makes financial planning feel like talking to a trusted friend.
AI for Good
We believe AI should make financial advice accessible to everyone, not just the wealthy.
User-Centric
Every feature we build starts with understanding real user needs and pain points.
Transparency
We're open about how our AI works and committed to protecting your financial privacy.
Financial Wellness
We measure success by how much we improve our users' financial health and peace of mind.
How Fi Plan Started
It started with a simple observation: financial advice shouldn't be a luxury. Our founders, Sarah and Marcus, met at a fintech conference where they discovered they both had the same frustration.
Sarah, with her background in traditional finance, had seen how financial advisors only worked with clients who had significant assets. Marcus, coming from AI research, knew that technology could democratize access to personalized advice.
Together, they envisioned an AI that could provide the same quality of financial guidance as a human advisor, but accessible to everyone through natural conversation. That vision became Fi Plan.
Today, we're proud to serve thousands of users who are taking control of their financial futures with the help of our AI assistant.
Founded
Fi Plan was founded with a mission to make financial planning accessible through AI
Beta Launch
Launched beta with 1,000 users, achieving 95% satisfaction rate
Seed Funding
Raised $5M seed round led by Andreessen Horowitz
Public Launch
Launched publicly with advanced AI features and 10,000+ users
Meet Our Team
We're a diverse team of finance experts, AI researchers, and product builders united by a shared mission to democratize financial wellness.
Sarah Chen
CEO & Co-Founder
Former Goldman Sachs VP, Stanford MBA. Passionate about democratizing financial advice.
Marcus Rodriguez
CTO & Co-Founder
Ex-Google AI researcher, PhD in Machine Learning. Built AI systems used by millions.
Emily Park
Head of Product
Former Mint product manager, UC Berkeley Computer Science. Expert in fintech UX.
David Kim
Head of AI
PhD in AI from MIT, former OpenAI researcher. Specializes in conversational AI systems.
Join Us on Our Mission
Whether you're looking to improve your financial life or want to join our team, we'd love to hear from you.