AI-powered financial technology for next-gen investors and advisors. Full launch Q2 2026.
Meet your intelligent financial team. Fintellion AI Agent analyzes your portfolio, reveals key patterns, and delivers daily insights to help you make smarter decisions. Paired with Bagira Assistant—your always-on conversational guide—you'll have instant answers, continuous support, and access to trusted, fee-only advisors whenever you choose.
Robo-advisors like Betterment and Wealthfront manage your money for you. You transfer your funds to their platform, they make decisions on your behalf, and they charge a percentage of your portfolio.
Fintellion takes a different approach.
Keep your accounts at Fidelity, Schwab, Vanguard, or any broker you trust. We connect securely to provide insights — not to move your funds.
Bagira, powered by the Fintellion AI Engine, analyzes your portfolio, explains what's happening, and helps you understand the "why" behind every recommendation. But the final call is always yours.
No percentage fees that grow as your wealth grows. Just a flat monthly subscription you can cancel anytime.
If you want someone else to handle everything, a robo-advisor might be right for you. But if you want to stay informed, stay in control, and make smarter decisions with AI at your side — that's what Fintellion is built for.
We guide. You decide.
Your financial data is protected with bank-level encryption. We use Plaid — trusted by millions — to connect securely to your accounts. Fintellion has read-only access. We can never move your money or execute trades.
All data is transmitted using 256-bit SSL encryption — the same standard used by major financial institutions.
We use Plaid to securely connect to your brokerage accounts. Plaid is trusted by over 12,000 financial institutions and apps like Venmo, Coinbase, and Robinhood. We never see or store your login credentials.
Fintellion can only view your portfolio data. We cannot move money, execute trades, or withdraw funds — ever.
You can disconnect your accounts at any time. When you do, we delete your data from our systems.
Our platform runs on AWS with enterprise-grade security, automated backups, and continuous monitoring.
Start free with AI-powered insights. Upgrade for more features and human advisor access.
All plans include bank-level encryption and are backed by our fiduciary commitment.
Your intelligent financial team working 24/7 to analyze, advise, and support your financial decisions
Start free with AI-powered insights. Upgrade for human advisors at half the price of traditional RIAs—fiduciary, not commission-based.
Intelligent AI agents provide insights for all tiers. Premium tiers add licensed advisors equipped with AI-powered tools.
Building the future of AI-powered financial advisory
Experience intelligent financial guidance with our AI-powered platform, combining autonomous agents and fiduciary advisors.
Fintellion is focused on a single mission: building the definitive AI-powered platform for financial guidance. We combine autonomous AI agents with licensed, fee-only advisors to make intelligent, scalable, and trusted advice accessible to everyone.
We are currently seeking strategic partners to accelerate our product development and go-to-market strategy.
Our detailed business plan and strategic roadmap are available to accredited investors in our secure portal.
To express your interest and request access to these secure sites, please contact us.
Get notified about new features, premium tier launches, and exclusive announcements