Wealth management that costs 90% less
AI-first portfolio management for investors with $1M–$20M. Same service as a $50K/year advisor. Starting at $2,500/year.
Portfolio Value
$2,437,892
YTD Return
+12.4%
Annual Fee
$5,000flat
Savings vs. Traditional
$47,380/yr
Clarity Score
87/100
Fee Calculator
How much is your advisor really costing you?
You save
$25,000
per year
Free · No credit card required
How it works
Three steps to smarter wealth management
Connect your accounts
Securely link your brokerage, banking, and investment accounts. We see everything your old advisor did — instantly.
256-bit encryption · Plaid integration · 2-minute setup
AI builds your strategy
Our models analyze your full financial picture — tax situation, risk tolerance, goals, and market conditions — in real time.
Personalized plan · Tax-loss harvesting · Rebalancing
Watch your wealth grow
Get 24/7 portfolio monitoring, proactive alerts, and a human advisor when you need one. All for a flat annual fee.
24/7 monitoring · Human advisors on demand · Flat fee
Why FinClair
Built on three pillars
We didn't just make wealth management cheaper. We rebuilt it from the ground up.
AI-Powered
Institutional intelligence, personal attention
The same quantitative models used by Goldman Sachs and Bridgewater — trained on your specific situation. Tax-loss harvesting, risk parity, and multi-factor optimization running 24/7.
24/7
Monitoring
<1s
Rebalance speed
SEC-Compliant
Your money is safe. Period.
Licensed through a registered investment advisor (RIA). Your assets stay at a qualified custodian — never in our hands. Full fiduciary duty. Full transparency.
RIA
Licensed
100%
Fiduciary
Human When You Need It
AI-first doesn't mean AI-only
Complex estate planning? Major life event? Speak with a certified financial planner anytime. No upsell, no extra fees. Your AI advisor knows when to hand off.
CFP®
Certified
$0
Extra for humans
Results
Real investors. Real savings.
$180M+
Assets under advisement
92%
Average fee reduction
$47K
Avg. savings per client/yr
4.9/5
Client satisfaction
“I was paying $37,000 a year for my advisor to essentially rebalance once a quarter. FinClair does it daily for $5,000.”
Michael R.
CEO, Private Equity · $4.2M portfolio
“The AI caught a tax-loss harvesting opportunity my old advisor missed for three years. Saved me $28K in year one.”
Sarah L.
Tech Executive · $2.8M portfolio
“I was skeptical about AI managing my money. Then I talked to a CFP through the platform about estate planning. Best of both worlds.”
David K.
Retired Physician · $8.5M portfolio
* Testimonials represent early beta clients. Past results don't guarantee future performance.
Are you overpaying $25,000+ a year for wealth management?
Join our free 45-minute session where we break down exactly how much traditional advisors charge, what you're actually getting, and how AI is changing the game.
- Live fee audit — bring your statements
- See a real AI portfolio review in action
- Q&A with our founding team
Your money deserves better
See exactly how much you're overpaying in 60 seconds. No credit card. No commitment. Just clarity.
Free for 30 days · No credit card required · Cancel anytime