FinWheel 2

FinWheel

Automated Investment Banking
SaaS & Commission Fee · Design Stage · Seattle, WA
FinWheel is a new financial technology company that plans to use artificial intelligence technology to create the first fully automated investment banking service.
Elevator Pitch
FinWheel is like having a financial dream team in your pocket. We use AI to automate investing, so you can ditch the broker and high fees. Our platform connects everyday people to exclusive investment deals and lets you build communities to invest together. Fin, your AI advisor, personalizes your plan and makes trades 24/7. FinWheel makes investing accessible, affordable, and automatic. Imagine that! A bank with no high fees, no long waits, no consultant fees and no BS. Best thing is that there is no branch or office, everything can be done on your phone or computer in seconds!
Startup Journey
My name is Avi Agola and I am a high school student who has had experience with working with banks. When I saw how my friends were confused with banking and how they work, I began to realize that the modern investment banking services we have keep a lot of red tape and policies making it harder for people to invest in assets for the long term. My team consists of me and 9 other employees who hold graduate degrees working to build the marketing, design and legal processing of FinWheel. I had met them through LinkedIn and conducted interviews with over 300 different people looking for a job at a startup and found them. I validated my idea through this LinkedIn contact and through my angel investors and investment professionals who I am working with right now. We are currently building the MVP and hope to have it ready by August of 2024 and ready for launch in December 2024. To help with the launch we need funding for marketing which is very important in the FinTech space and would like to get advisory services for legal registration and marketing.
Founder(s)
Avi Agola
Founder
  • Created multiple AI apps
  • A kid with big dreams
Revenue Forecast (USD)
2028 Revenue

$0.3m

5 Year CAGR

34%

YOY Growth - 2028

-63%

2028 Year-End Rev. Run Rate

$0.5m

Earnings Forecast (USD)
2028 EBITDA

$0.3m

2028 EBITDA Margin

100%

2028 Gross Profit

$0.3m

2028 Gross Margin

100%

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