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 aren't here to trap your firm in a closed ecosystem.
1. Unrestricted Access
Your files are yours. We route client uploads directly to your firm's Google Drive or SharePoint without forcing you to log into our platform to retrieve them.
See how the Vault works →2. AI-Friendly Formats
Your extracted data is formatted to plug into your existing workflow cleanly. Feed the raw JSON directly into your own custom AI agents to build custom automations.
Explore Bring Your Own Agent (BYOA) →3. Integration-Ready Exports
Download your data in universally accepted formats (CSV, Excel, JSON) at any time. Feed your CRM, financial planning software, or custom spreadsheets needing a vendor partnership.
See our data export options →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
Formerly led a free tax preparation site in Las Vegas, overseeing the successful filing of 800+ tax returns for the community every year.
Hi Fellow Advisor,
You know how much time we waste chasing down client documents and digging through countless files to find the recommendations that matter?
I built Fin Pods to fix exactly that. As a practicing Advice-Only planner, I needed a way to let prospects and clients securely drop files without a login, while quickly surfacing the nuanced data required to provide advice that sticks.
We set out to build a tool that feels effortless for the client, but acts like a superpower for the planner.
Made for planners looking for their edge.
Help us build the personal finance ecosystem of the future.
Secure. Intelligent. And Open.
Get Access