Mission Over Margins.
Most software companies are built to trap your data. We were chartered to liberate it.
Stakeholders > Shareholders
Traditional corporations are legally obligated to maximize shareholder value above all else. This often forces them to choose profit over their users. We chose a different path.
As a Public Benefit Corporation, our fiduciary duty extends beyond our investors to include our stakeholders. That explicitly includes you - the Financial Planning Community.
The specific public benefit purpose of the corporation is to improve the ecosystem of personal finance through efforts to standardize data.
— Fin Pods AI Corporate Charter
Your Data, Ready to Use, Anywhere
We focus on solving your data problems.
Get clean, universally formatted data that you completely control.
1. Complete Ownership
The data we extract belongs entirely to you. We keep it secure and never sell it.
2. Universal Formats
Your data is structured to plug perfectly into your existing workflow. Export instantly to Excel, feed it into your internal AI, or send it to your CRM.
3. Easy Exports
We focus on making your life easier. If you ever need to bulk export, a single click exports all your files and data. No support tickets required.
Financial Planning and Tech Expertise
Matteo Hoch
CFP®, EA, Founder
"I didn't just build Fin Pods for you. I built it for myself. I was tired of the difficulty getting data into the right tool to do my job best."
Secure Tech Leadership
Capital One: Led development of enterprise data processing tools designed to meet strict data security requirements for sensitive banking data.
NYC Turing Fellow: Selected as a promising young engineer to learn the NYC startup scene, engaging with top tech companies like Bitly and Etsy.
Fintech Scale
Played a key engineering role at Holistiplan helping scale the platform to over 15,000 advisors.
Regulated Environments
Proven experience developing solutions under strict compliance frameworks including HIPAA, AML, and PCI.
Combined with the ethics requirements to hold both CFP® and EA designations.
CFP®, EA - Community Impact
Leads a free tax preparation site in Las Vegas, overseeing the successful filing of 800+ tax returns for the community every year.
Join the Movement.
Help us build the personal finance ecosystem of the future.
Secure. Intelligent. And Open.