Financial planning,
simplified.

Track your spending and build wealth with investing, financial planning, and AI-powered insights into your money.

Be the first to know when we launch

WHY FINIO?

✨ A Smarter Way to Understand Your Finances

Replace subjective, incomplete advice with objective, AI-driven personalised insights based on your financial context, fine-tuned for Swiss tax, investments, Pillar 3a, and more. Your data is stored securely for future insights - always private, always under your control.

Import all your financial data securely

Import your financial data or connect your accounts and import your financial data with bank-level security.

Multi-currency and international account support

Manage accounts in multiple currencies and track international investments.

AI-powered financial wellness

Get personalized insights and recommendations powered by advanced AI.

Spend tracking and budgeting

Understand your spending patterns and create personalized budgets.

Investment tracking

Monitor your portfolio performance and track investment returns.

Swiss Tax and Estate Planning

Optimize your tax strategy and plan your estate with Swiss-specific guidance.

✨ AI-powered financial insights and wellness like never before

Experience personalized financial guidance powered based on your data by advanced AI. No subjective advice, only fact-based insights.

✨ Customize Your Financial Dashboard

Build your perfect financial overview with customizable widgets and data visualizations

✨ Curious about Finio? We'd love to chat!

Book a call with one of our founders to hear more about our vision, product and plans.

Alternatively, if you have any feedback or ideas to share about Finio, please do so here.

FAQ

Frequently Asked Questions

How does the AI know my financial context?

You upload your financial information and data — tax, investments, insurances, Pillar 3a, etc. The AI has Swiss-specific logic and always references reliable sources. In the near future we will implement automatic secure data syncing with Open Banking APIs.

Who can see my data?

Only you. Data is encrypted in the same way it is with your bank. Nobody else, can access your private info. If you have a financial advisor you can choose to share certain information with them.

Can I ask questions and get educated?

Yes! Ask anything. Every answer is explained with references to Swiss and global sources, so you can learn as you go.

When will Finio be available?

We are currently in the beta phase. We will launch Finio in Switzerland in the second half of 2025. Join the waitlist to get notified when we launch.

Financial planning, simplified.