About Finnacl
Advice for many more families, with an advisor at the center.
We build the tools that let one advisor look after hundreds of households: goals-based planning, client approvals, private market access and central oversight, in one platform.
What we believe
Three things we hold to.
Advice should reach more people
Good advice is too expensive for most families. Lowering the cost to serve changes that.
People sign off, not robots
Every plan is reviewed and approved by an advisor before anything is invested.
Safe limits by default
Every plan stays inside the firm’s playbook, checked automatically.
Team
The people behind Finnacl.
A small team from finance and software, working side by side with the advisors in our alpha.
Work with us
Let’s talk about your practice.
Apply for the alpha or ask about private market access.