Finwise

What is Finwise?

FinWise is a personal finance management platform founded by Jason Russell and Nicol Vojacek. It helps you plan your financial future, track your progress, and analyze your spending, income, savings, and net worth. The founders’ stated mission is to build a leading personal finance management platform that is both comprehensive and easy to use.

FinWise runs on a subscription model — no ads — and the company states it does not sell user data. Security and privacy are design priorities throughout the platform.

What is Finwise used for?

• All your accounts in one place: Securely link bank accounts, credit cards, and investments for a complete overview of your finances.
• Budgeting: Set budgets by spending category, track expenses, and compare month to month.
• Financial planning: Enter your income, expenses, assets, and liabilities to build a plan and track progress against it.
• Scenario comparison: Create and compare financial scenarios to see how different choices could affect your future.
• Analysis: Review your spending, income, savings, and net worth to understand your financial health.
• CSV export: Export your data for further analysis.
• FinWise Assistant: An AI tool that provides personalized onboarding, advice on money topics, tailored support, and reminders to help you stay on track.

Who is Finwise for?

FinWise is aimed at professionals, including accountants, financial advisors, software engineers, designers, finance professionals, and start-up founders.