goodfin
AI-driven investment opportunities in private markets
Shyft Score
Directory quality rating
63/100
Quiet
Found in 1 source
Our take
The verdict on goodfin
AI-generated
Goodfin offers AI-driven investment opportunities in private markets with low minimums, but its financial planning tools are not as robust as dedicated financial advisors.
Strengths
- Automated portfolio management
- Real-time financial analytics
- Personalized financial planning
Limitations
- Limited financial planning tools
- No AI agent support
Best for: Investors seeking AI-driven opportunities in private markets with low minimums.
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See how goodfin fits your stackAbout
What is goodfin?
Goodfin offers curated investment opportunities in private markets, leveraging AI for personalized experiences without high minimums.
Key capabilities
Automated investment portfolio management
Real-time financial analytics and reporting
Personalized financial planning tools
Tax optimization strategies
User-friendly mobile app for on-the-go access
At a glance
Use cases
What you can do with goodfin
Identify AI-driven investment opportunities in niche private markets
Automate portfolio diversification across private market sectors
Access curated deal flow in private markets with lower entry barriers
Best for
Individual investorsFinancial advisorsWealth management firms
Pricing
goodfin pricing
goodfin starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with goodfin
Integrations
PlaidQuickBooksXeroStripeSalesforceZapierRobinhoodMintWealthfront
FAQs
Frequently asked questions
Common questions about goodfin and its capabilities
goodfin pricing starts at $29/mo. Contact goodfin for enterprise pricing and volume discounts.
Need help automating goodfin?
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