Personal financial planning is complex and overwhelming for most people. Traditional financial advisors are expensive and not accessible to everyone, while generic financial apps lack personalization and actionable advice. People struggle with budgeting, saving for goals, understanding investments, and planning for retirement. The financial services industry has been slow to adopt technology, leaving consumers with outdated tools and limited access to professional advice. There's a significant gap between sophisticated financial planning tools used by wealth management firms and the basic budgeting apps available to regular consumers. People need personalized, AI-powered financial guidance that adapts to their unique situation, goals, and risk tolerance.
FinanceFlow is an intelligent financial planning platform that brings professional-grade financial advice to everyone. Our AI-powered system analyzes your financial situation, goals, income, expenses, and risk tolerance to create personalized financial plans. The platform provides actionable recommendations for budgeting, saving, investing, debt management, and retirement planning. Advanced features include automated goal tracking, investment portfolio optimization, tax planning, and scenario analysis. The platform connects to bank accounts, investment accounts, and credit cards to provide a complete financial picture, and uses machine learning to categorize transactions, identify spending patterns, and suggest optimizations. FinanceFlow helps users understand their financial health, set realistic goals, and make informed decisions. The platform is designed to be educational, helping users build financial literacy while providing practical tools to improve their financial situation.
MVP completed with core planning features. Q1: Bank account integrations and transaction categorization. Q2: Investment portfolio analysis and recommendations. Q3: Retirement planning tools and tax optimization features. Q4: Mobile app launch and advanced AI recommendations. We are working with financial institutions to ensure secure integrations.
1.500.000,00 €
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Design intuitive user interfaces for complex financial information. Create user flows for financial planning, ensure accessibility, and build trust through design. Experience designing financial products preferred. Must understand how to present complex data in understandable ways.
Ensure compliance with financial regulations (MiFID, GDPR, etc.), manage regulatory requirements, and work with legal team on compliance matters. Understand financial services regulations and help design compliant products and processes.
Develop financial models, create algorithms for portfolio optimization, and analyze financial data. Work with financial planning logic, risk assessment models, and investment recommendations. Strong background in finance, economics, or quantitative analysis required.
Build secure financial data integrations, implement banking APIs, and ensure compliance with financial regulations. Work with sensitive financial data, implement encryption, and build reliable data pipelines. Experience with Plaid, Yodlee, or similar financial APIs required.
Lead product strategy, define features, and ensure product meets user needs. Work with engineering to prioritize development, conduct user research, and iterate based on feedback. This role requires experience in fintech, product management, and understanding of financial services.
Work-for-Equity allows you to bring your expertise without making large capital investments. You work on a project and receive equity or a share of revenue in return.