Who we are

Fin's mission is to empower financial advisors to support their clients at scale.

Origin

Before transitioning into the tech and AI/ML field, Keane worked in the personal wealth management industry at Raymond James as a client service associate and financial analyst. His experience there, characterized by inefficient and labor-intensive processes, sparked the idea for Fin.ai.

Fin.ai began as a capstone for the business creation course at UCLA Anderson, where the team conducted over 150 interviews with industry experts, financial advisors, and clients. This extensive research revealed a significant demand from all parties for the innovative solutions proposed by Fin.ai.