Invest time in your money
Finwise is your personal finance tutor, empowering you to take control of your finances through personalized education.
What is Finwise?
Finwise gives you a worry-free life by offering you personalized and actionable financial education tailored to your unique situation
"Finwise didn't tell me what to do or sell me a product, they guided me to make the best decision for myself."
Alissa.T
Human Quality Education
Your learning journey starts now
- 1
UNDERSTAND Your Situation
Talk with our AI agent and gain a clear view of your situation. Share your goals, preferences and start now!
- 2
LEARN Finance, Your Way
Get your personalized learning path based on your situation and goals. Follow tailored courses to prepare to act.
- 3
ACT Now, Confidently
Take the leap, whether it's budgeting, paying your debt, making your first investment. We support you every step of the way.
A Problem Everyone Faces
Our mission is to reduce stress and bring clarity to everyone regarding their personal finance.
57%
Americans are lacking confidence and financial peace
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 designed for you.
Situation Audit
Mindful ReflectionOverwhelmed by finances?
Start with a mindful review of your financial state.
401k / HSA / Taxes
Boost Savings by 20%Just landed your first job?
Maximize your retirement benefits and tax strategies for a secure future.
Debt & Fees
Repay Smarter, FasterStruggling with student loans?
Discover strategies to lower interest and pay off your debt efficiently.
Products & Strategies
Grow +$135K in 10 YearsReady to invest?
Explore strategies to choose the right accounts and products for long-term wealth.
Pricing
Choose the best plan that's suits your needs.
Free Plan
$0/month
Start learning and improving your financial knowledge at no cost.
- Access to basic financial education modules
- Monthly newsletter
- Access to financial tools
- Regular support
Pro Plan
Join Finwise Pro and gain your fully tailored experience, for early access enjoy a fixed price for 2 years.
- All Free plan features
- Financial audit and tailored recommendation
- Full access to financial education modules
- Exclusive insights and expert guidance
- 1 monthly call to challenge your situation and decisions
- Priority support
Be A Part Of Our Story
Just talking with Finwise to structure my overwhelming financial situation was a huge relief. I finally have a clear, organized view of my finances and the tools to improve them over time.
I just got my first bonus, and I wasn't sure if I should pay off my student loan or not. Thanks to Finwise, I easily made the best decisions.
I inherited a sum of money and had no idea how to manage it. I did Finwise's lessons on risk management, asset classes, and portfolio building. Now, I have a clear investment strategy.
I own an apartment, have a stable income, and some crypto investments but I wanted to audit my situation and find diversification. Now I am using Finwise every week.
I just got my first bonus, and I wasn't sure if I should pay off my student loan or not. Thanks to Finwise, I easily made the best decisions.
Testing Finwise early made me realize how much I actually needed a tool like this. The personalized guidance really helped me !
Just talking with Finwise to structure my overwhelming financial situation was a huge relief. I finally have a clear, organized view of my finances and the tools to improve them over time.
I inherited a sum of money and had no idea how to manage it. I did Finwise's lessons on risk management, asset classes, and portfolio building. Now, I have a clear investment strategy.
I own an apartment, have a stable income, and some crypto investments but I wanted to audit my situation and find diversification. Now I am using Finwise every week.
I just got my first bonus, and I wasn't sure if I should pay off my student loan or not. Thanks to Finwise, I easily made the best decisions.
Testing Finwise early made me realize how much I actually needed a tool like this. The personalized guidance really helped me !
Just talking with Finwise to structure my overwhelming financial situation was a huge relief. I finally have a clear, organized view of my finances and the tools to improve them over time.
Just graduated and planning to become financially independent from my parents. Having an organized, step-by-step plan with Finwise was invaluable.
As a bank, we see many clients struggling with financial literacy, which directly impacts their ability to manage loans, savings, and investments. Finwise has the potential to bridge this gap.
I was able to get a clear view of my financial situation and the tools to improve them over time. Finwise is a great tool for anyone who wants to improve their financial situation.
Finwise was perfect to go from my zero knowledge situation to a clear view of my financials.
Just graduated and planning to become financially independent from my parents. Having an organized, step-by-step plan with Finwise was invaluable.
As a bank, we see many clients struggling with financial literacy, which directly impacts their ability to manage loans, savings, and investments. Finwise has the potential to bridge this gap.
I was able to get a clear view of my financial situation and the tools to improve them over time. Finwise is a great tool for anyone who wants to improve their financial situation.
Finwise was perfect to go from my zero knowledge situation to a clear view of my financials.
Why choose Finwise ?
Expert-Validated Content
Our educational content is based on proven financial literacy frameworks and verified by industry experts to ensure reliability.
User-Friendly
Interact with our solution in natural language. Learn and 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 learning path.
Secured & Safe
Finwise complies with all laws and regulations regarding data privacy and AI usage in Europe and the US, including the GDPR, AI Act.
An open letter from our CEO
Welcome to the future of financial literacy
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 we created Finwise.
A financial education platform that adapts to you, giving you clear, actionable knowledge with trust. Our AI-driven learning paths help you always know the next step with expert-validated content, cutting through the noise and misinformation.
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 & Co-founder
Most Frequently Asked Questions
Find quick answers to common questions about our platform and services.