Shyft Score
Directory quality rating
Our take
PINA offers strong automated investment management and personalized financial planning, but lacks AI agent support and has a small ecosystem.
Best for: Individuals or small teams seeking automated wealth management tools.
Request a demo to evaluate PINA for your team.
See how PINA fits your stackAbout
PINA is a digital wealth management platform that simplifies financial planning and investment management through certified financial planners and advanced tools.
Automated investment management
Personalized financial planning
Tax-loss harvesting
Portfolio diversification strategies
Real-time performance tracking
Use cases
Creating a financial plan
Managing investment portfolios
Setting financial goals
Tracking investment performance
Consulting with financial planners
Best for
Pricing
PINA starts at $29/mo
Starting at $29/mo
Ecosystem
MCP servers, AI skills, and integrations that work with PINA
FAQs
Common questions about PINA and its capabilities
PINA pricing starts at $29/mo. Contact PINA for enterprise pricing and volume discounts.
Our team can help you integrate PINA with your existing tools and build custom automation workflows.
Pulse delivers finance-specific AI insights every week. Free.
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