Finwheel

What is Finwheel?

Finwheel is an automated investment management tool designed to simplify personal finance management for individuals and businesses. It enables users to create and execute cohesive financial plans, helping them meet their financial goals efficiently. With a variety of customizable templates, users can easily communicate their financial needs and preferences to Finwheel.

The platform offers the ability to invest in various asset classes including stocks, ETFs, cryptocurrencies, and private equity deals. Additionally, Finwheel allows users to start their own funds, providing a community-driven approach to investment strategies.

By leveraging AI technology, Finwheel supports users with 24/7 assistance for their financial inquiries or adjustments to their plans. With features that include access to headstart IPOs and upfront management of capital tables, Finwheel caters to both individual investors and entrepreneurs seeking funding solutions.

Key features

Finwheel core features and benefits include the following:

• Automated investment management.
• Customizable financial templates.
• Multi-asset class investment options.
• Community-driven fund creation.
• 24/7 AI-powered financial assistance.

Use cases & applications

• Effortlessly create and manage personalized investment portfolios using Finwheel's customizable templates, allowing individuals to align their financial strategies with their specific goals.
• Enable entrepreneurs to launch and manage their own investment funds with community-driven strategies through Finwheel, facilitating collaborative growth and development.
• Receive 24/7 AI-assisted financial guidance with Finwheel, ensuring users can make informed investment decisions and adjust their financial plans in real-time to adapt to changing market conditions.