Smart wealth app
AI-Powered
Wealth Builder
for Canadians
No budgeting. No spreadsheets. Just smarter money moves that grow your wealth automatically.
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How Finly Works
A Smarter Way to Build Wealth—Automated, Structured, and Easy.
Most people struggle with investing, saving, and planning for the future. Finly does it for you — you never have to wonder if you're making the right moves.
Step one
AI Builds Your Personalized Wealth Plan
Finly AI can help analyze your income, spending habits, and investments, & make a personalized wealth plan for you.
Step Two
Automated Investing & Smart Savings Contributions
Finly automatically suggests you to allocate funds to investments and savings accounts (TFSA, RRSP, high-yield savings).
Step Three
AI-Optimized Tax Savings & Cash Flow Planning
Finly automatically optimizes your RRSP and TFSA contributions to reduce your taxes.
Step Four
Stay on Track with Smart AI Nudges & Insights
Ask Finly anything about your personal finance, goals, investing, doubts and questions, it’s here 24/7 and personalized for you
How Finly Works
More Than a Budgeting App. Smarter Than a Bank.
Finly automates your savings, investments, and tax planning—so you can focus on life.
Get Started with Finly
Feature
Traditional banks
Budgeting Apps
Finly (Al Wealth Builder)
Wealth Planning
Automated Investing
RRSP & TFSA Tax Optimization
Wealth Planning
How Finly Works
Your financial future, your way—Finly is here to guide you. Join Today.
Everyone has different financial goals, and we get it. Finly’s AI automates smart money moves, so you can grow your wealth without the guesswork.
Start Building Wealth
Emma, The Young Professional
I always wanted to invest but never knew where to start. Finly’s AI analyzed my income and expenses, set up an automated investment plan, and now I don’t even have to think about it
Daniel, The Freelancer
Managing money with unpredictable income used to be stressful. Some months I'd save too little, other months I'd overspend.
Finly tracks my cash flow, predicts tax liabilities, and ensures I invest consistently without disrupting my lifestyle.
Finly tracks my cash flow, predicts tax liabilities, and ensures I invest consistently without disrupting my lifestyle.
Sophie & James, The Family Planners
We wanted to save for a home without sacrificing our retirement or kids' education funds.Finly created a smart savings plan, balancing all our goals automatically and making sure we stayed on track.
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Robert, Preparing for Retirement
I needed a retirement plan that made sense for me.Finly optimized my RRSP, TFSA, and investment withdrawals to ensure I minimize taxes and maximize retirement income. Finly gave me peace of mind for the future.
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Smart wealth app
Your Future Wealth Starts Now
Join thousands of Canadians using AI to build wealth automatically
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