TechCrunch · Jan 2024
TechCrunch reported Finvest had raised $2.7M from Y Combinator and other investors and was expanding its product beyond T-bills into other asset classes.
Company research
Public company, workplace, funding, and market signals
Updated Aug 16, 2026
Overview
Finvest is a San Francisco-based AI-powered wealth manager building a personal finance and investing platform for everyday investors, with tools to invest, save, and optimize money across spending, saving, and investing.
Primary product
AI-powered wealth manager / personal wealth management app
Founded
2023
Headquarters
San Francisco, California, United States
Team size
1-10
Industry
Financial Services
Sub-industry
WealthTech / AI wealth management
Offices
95 3rd St, San Francisco, California 94103, US
Business model
B2C software/app
financial services platform
Funding
People & investors
Leadership
Shivam Bharuka
Founder & CEO
Arnav Agarwal
Founding Member
Work & culture
Public sources emphasize an ambitious, small team building an AI-native wealth product; no detailed benefits or formal culture page was found.
Compensation
No reliable public compensation bands were found; one open role was Chief of Staff, but no pay details were available.
Product & market
Differentiators
- —AI-native personal wealth manager
- —Positions itself as giving retail investors institutional-grade tools
- —Continuously optimizes money across spending, saving, and investing
- —Product expansion into stock/ETF and treasury-bill investing
Technology
Flutter
Git
TikTok
Customers
Everyday retail investors
Individuals seeking to optimize spending, saving, and investing
Competitors
Betterment
Wealthfront
Empower
Acorns
OneVest
Scale & contact
Estimated revenue
Unknown / not publicly disclosed
Estimated monthly visits
15.2K
Traffic estimate as of Jun 2026
Latest news
Y Combinator
YC describes Finvest as the first AI-powered wealth manager and lists it as a Winter 2023 company founded in 2023.
Y Combinator
YC launch page describes Finvest’s mission and product positioning as an AI-powered wealth manager for everyday investors.
Y Combinator
Job page describes Finvest as an AI wealth advisor / AI-native operating system for investing and wealth building.
Jobs and careers at Finvest
0 jobs at Finvest
No open positions
Check back later for new openings