"Fingro finally closed the gap between my CPAs reports and my daily brokerage view. The tax-loss harvesting alerts alone paid for the service in the first month."
Sarah Jenkins
Tech Founder
AI Wealth Intelligence Platform
Your wealth has a story. Fingro helps you compound it.
Your family, business, and legacy deserve a single, secure harbor. Fingro unifies your assets and tax strategy so you and your advisors can plan your next move with total confidence.
Protect
Plan
Profit
Pass on
Built for
Business Owners
Monthly Cash Flow
+$14k
Payments Due
- LLC Q1 estimateApr 12
- S-Corp payrollApr 15
- Property tax · Unit 2Apr 22
Portfolio Mix
Business62%
Personal38%
Built for complex financial lives
Individuals & Couples
Holistic wealth tracking, AI-driven retirement planning, and personalized investment insights for everyone.
Explore Individual
Business Owners
Manage personal wealth and business equity in one unified dashboard.
Explore business features
Advisors
Real-time data access for seamless tax preparation and proactive planning.
Partner with us
Employers
Empower your workforce with modern financial wellness tools and 401(k) management that actually makes sense.
Launch Benefits PlatformTrust
Built for institutional scrutiny.
The same controls our partners' risk teams check on day one.
Encryption
At rest with customer-managed keys, in transit with TLS 1.3 end-to-end.
Tenant isolation
Every query carries your identity. The architecture cannot return another customer's data.
AI guardrails
In-VPC AI inference. SSN, EIN, card and routing numbers redacted on both sides of every model call.
Controlled access
Invitations, CPA sharing, employer sponsorship, household roles — explicit scope, always revocable.
Audit
Every privileged action is logged. SOC 1 & SOC 2 assessment in progress; pen-test summaries available under NDA.
Your Financial Journey
A financial picture that grows as you do.
Life changes. Your finances become more connected. WelX grows with you.
Meet WelX
WelX — The agentic brain that helps you compound.
WelX reads your full financial picture — accounts, taxes, goals — and gives clear, actionable answers. No spreadsheets. No guesswork.
- Tax-aware guidance grounded in your real data
- One-click summaries your CPA and CFP can act on
- Proactive insights before opportunities expire
WelX
Your AI wealth assistant
Clarity. Control. Continuity.
Three things every family needs to build and protect wealth across generations.
See your full financial picture — for the first time.
Net worth, cash flow, taxes, business entities, investments, and real estate — all connected by WelX, an AI companion that understands your complete context. No more scattered spreadsheets. No more blind spots.
Net Worth
$2.8M
+4.2% this quarter · top 15% of peers
Asset Allocation
Checking & Savings$186K
Investments$842K
Real Estate$510K
Liquidity Ratio
4.2×
Healthy
Debt-to-Asset
24.5%
Low
Works with your CPA and CFP.
Fingro isn't here to replace your trusted advisors. Grant selective access so your professionals advise on real-time data, not last year's spreadsheets.
Advisor Access Control
Tax Documents
Full Access
Bank Transactions
Read-only
Direct Asset Management
Restricted
“Fingro saved me 10 hours a month in data entry.”
Marcus Thorne, CFP®
Proven Success Across Every Stage of Wealth.
"The clarity I have now is unprecedented. I used to spend hours in spreadsheets every Sunday. Now, WelX AI handles the heavy lifting, allowing me to focus on growth."
Marcus Vane
Hedge Fund Manager
"Aggregation was always a nightmare with my real estate holdings. Fingro pulled everything into one view effortlessly. Institutional-grade tools for personal use."
Dr. Elena Gupta
Real Estate Investor