So you want to help your clients build wealth?
Financial opportunity available for your clients
Clients spend time reading news, industry analyses, forecasts, and talking to brokers
Decision to purchase the financial opportunity
FinNest makes this process easier for your clients, enabling them to reach their financial goals
Complex information made simple and understandable for your users, personalized to your product offerings.
FinNest uses data aggregation and AI to collect all financial news, industry information, and company data relevant to your product offerings. We enhance your user experience, driving up engagement and loyalty. We empower your users to understand the forces that affect financial opportunities, allowing them to make better and quicker decisions and reach their financial goals.
What makes us different?
01
Simplifying the Fundamentals
We simplify investing and make it accessible to everyone. Learning about all the things that affect one’s wealth should not be so hard.We don’t skip out on the fundamentals—stock information, technical and ratio analysis, industry analysis, and company released data—but we make sure that everyone can understand it and make better decisions from there
02
Curated Information
We filter out all the noise that comes with research. We select only the best and most reliable sources to get our information from, providing your users with quality at all times. We simplify this information to make it as understandable as possible, explaining everything in-depth but simply.
03
Personalized to Your Product
We gather information specific to each of your individual product offerings. That means that if you offer your users the opportunity to invest in a specific stock, we'll gather industry, company, and economic information that affects this stock. We'll do this for every one of your offerings.
Services
What We Do
Boosting Your Business
Data Aggregation
We present complex data from various sources in a summarized, digestible format.
Personalized Solutions
We create personalized solutions to based on the needs of your clients to increase user engagement and loyalty.
Integrated Chatbot
We use the power of AI and machine learning to provide your clients with personalized insights based on behaviors and financial data.
Why FinNest?
1. We empower your clients to make informed decisions, navigate financial complexities with confidence, and achieve their financial goals. In doing this, we enhance your platform's value while boosting user engagement and retention.
2. Gathering our teams experience as investors and our network with financial professionals, we are passionate about making the financial industry better.
The FinNest Team
Daniela Pedrosa
Founder
Tim Saludares
Founder
Luis Quintos
Founder
Andrae Tingzon
Founder
Chanel Co
Founder