Invest time in your money
Finwise is your personal finance coach, empowering you to take control of your finances today!
What is Finwise?
Finwise assess, analyse, recommend, through:
- One audit, to understand your situation and goals
- One pdf result, including areas of improvement
- One action plan, to reach your objectives
"Finwise simply helped me understand my situation and guided me to make the best decision for myself."
Alissa.T+ $137 500 at 10 years through 4 steps
Human Coaching - Technology Backed
Your super financial advisor
- 1
Explain Your Situation
Gain a clear view of your situation and share your goals.
- 2
Understand Your Finances
Get a personalized result with your own challenges.
- 3
Act Confidently Now
Take the leap. We support you every step of the way.
Be A Part Of Our Story
No lie I was in an overwhelming financial situation, talking and structuring this was a huge relief.
I just got my first bonus, and I wasn't sure if I should pay off my student loan or not. We found a way to pay it partially and invest the rest.
I inherited a sum of money and had no idea what to do with it. I want to buy a house in 5 years and Finwise helped me to allocate my money the right way to prepare this.
I own an apartment, have a stable income, and some crypto investments but I wanted to audit my situation and find diversification.
I just got my first bonus, and I wasn't sure if I should pay off my student loan or not. We found a way to pay it partially and invest the rest.
Having Corentin over the phone made me realize how much I we need to act with their money as soon as possible!
Just graduated and planning to become financially independent from my parents. Having an organized, step-by-step plan with Finwise was invaluable.
I inherited a sum of money and had no idea what to do with it. I want to buy a house in 5 years and Finwise helped me to allocate my money the right way to prepare this.
I own an apartment, have a stable income, and some crypto investments but I wanted to audit my situation and find diversification.
I just got my first bonus, and I wasn't sure if I should pay off my student loan or not. We found a way to pay it partially and invest the rest.
Having Corentin over the phone made me realize how much I we need to act with their money as soon as possible!
Just graduated and planning to become financially independent from my parents. Having an organized, step-by-step plan with Finwise was invaluable.
No lie I was in an overwhelming financial situation, talking and structuring this was a huge relief.
I work at a bank and we see many clients struggling with their finance, an objective solution like Finwise can help thousands of peole.
Thank you, just getting a clear view of my financial situation made me feel better. I loved the tools recs and be on the phone with people who understand and don't judge.
Finwise was perfect to go from my zero knowledge situation to an adapted idea of what to do with my finance.
No lie I was in an overwhelming financial situation, talking and structuring this was a huge relief.
I work at a bank and we see many clients struggling with their finance, an objective solution like Finwise can help thousands of peole.
Thank you, just getting a clear view of my financial situation made me feel better. I loved the tools recs and be on the phone with people who understand and don't judge.
Finwise was perfect to go from my zero knowledge situation to an adapted idea of what to do with my finance.
A Problem Everyone Faces
Our mission is to reduce stress and bring clarity to everyone regarding their personal finance.
57%
Americans are lacking financial confidence
Because there is no support to make informed decisions.
2/3 Americans
Are lacking financial education
Because essential financial knowledge isn't taught in everyday life.
100M+
Americans are overwhelmed by financial information
Because accessing the right information is confusing, unstructured and miss personalization.
We Have Your Back
Starting your journey in personal finance? Finwise is here for you.
Major Decision
Pick the best choiceMindful review and analysis of your financial state.
401k / HSA / Taxes
Maximize your benefits.Optimize employement benefits and tax for a better future.
Debt & Fees
Repay Smarter, FasterChallenge your debt and pay off efficiently.
Products & Strategies
Ready to invest?Choose the right products and strategies for long-term wealth.
Why choose Finwise ?
Expert-Validated Process
Our analysis process is based on proven financial literacy frameworks and verified by industry experts to ensure reliability.
User-Friendly
Interact with our solution and team the best way possible. Engage with finance effortlessly, anytime, anywhere.
Personalized Experience
Your financial journey, tailored to you. Finwise adapts to your goals, knowledge level, and progress for a fully customized experience.
Secured & Safe
Finwise respects laws and regulations regarding data privacy and AI usage in Europe and the US, including the GDPR.
Welcome to the future of personal finance
An open letter from our CEO
Money affects every part of our lives, yet so many people feel lost, stressed, or even misled when it comes to their finances.
I've seen it firsthand, colleagues living paycheck to paycheck, unable to save despite earning well. My own mother trusting her banker, only to end up with financial products that weren't in her best interest. Friends paying ridiculous fees for products that turned out to be financial traps.
The truth is, the system isn't built to help people; it's built to keep them uninformed. That's why I created Finwise.
A financial platform that adapts to you, giving you clear, actionable knowledge and actions with trust. Our professional audit assesses your situation and gives you clear recommandations based on your profile and goals.
No more confusion. No more bad advice. Just real financial confidence.
Finwise is here to make finance simple, accessible, and empowering because everyone deserves to take control of their money and their future.
Corentin Hugot
CEO & Founder
Most Frequently Asked Questions
Find quick answers to common questions about our platform and services.