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Findosh
Concept/Idea Stage
Findosh
We make Omnifolio Allocations easy
fintech-financial-services
Employees
1-10
Branch/Offices Locations
Boston
Incorporated at
United States , 2025
Corporate Office
Boston
Founder
Platform
WFC
Updated: 17 Sep' 2025
Approved: 19 Sep' 2025
Product Description
Manage your family’s financial assets across multiple investment accounts and asset classes through a unified view of all accounts.
Startup Description
* We use SaaS GenAI and Wall Street savvy to simplify wealth management and portfolio construction. * Findosh helps clients with portfolios of $2 – 5 million to optimize asset management. * We utilize LLMs and proprietary financial models (SQMs) to help generate better returns in strong markets and protect downside in weak markets. * The LLM models work as Co-Pilots and Agents for users to better understand their investment options and modify strategies. * Additionally, motivated users can use the LLM & SQM models to educate themselves and research alternative financial instruments and vehicles.
Product Screenshots
Business Model
* Capture/update individual investment accounts, directly and from fintech platforms, in a unified OmniFolio database. * Compare actual against TrueNorth allocations across all holdings. * Properly tag untagged holdings to establish actual asset allocation, remove “Unknown, Other” categories. * Run AI models and portfolio simulations to stress test and fortify the OmniFolio.
Customers
based in
India
Business
Modal Type
Marketplace
Type of
Sales
B2B, B2C
Competitors
MorningStar, Kubera, Mint, SigFig, MoneyGuide, eMoney
Are all the founders full-time on this project?
Yes
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