Products
Tap-to-Act investment advisory platform
Portfolios are complex
If you want to switch sectors or rebalance across client portfolios, you need to analyze positions, decide what to buy and sell, get every client’s approval, and then execute all the trades.
Imagine being able to do all of that, from advice to approvals to execution -> with just one tap.
Imagine you can advise all your clients simultaneously.
Now stop imaging
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Trusted by forward-thinking financial institutions
$17B
Assets under advisory
$150M
Monthly trading volume
53%
Registered accounts
ZERO
Compliance errors
An end-to-end, one to many, non discretionary investment advisory platform
Mass Digital Distribution
Send personal, guaranteed-suitable, actionable recommendations to all eligible clients at once. Provide proactive contact with investors
Providing hyper-personalized advice
Our robust personalization algorithm takes investors' unique holdings, preferences, and other personal factors into account when calculating and distributing highly personalized recommendations to numerous investors simultaneously
Effortless advice execution
Finnovest's innovative "one-tap" automatic trading technology allows investors to swiftly authorize recommendations comprised of multiple, customized interconnected orders with just
a single tap.
Automatic compliance
An advanced compliance engine automates the entire suitability verification and documentation process, streamlining compliance and providing a frictionless experience for both investors and advisors.
What we mean by hyper-personal
One source → mass tailored recommendations
Marta, 32 | Graphic Designer
Marta is not a trader. She works in her own design studio. She doesn't know a lot about capital markets, but understands the importance of investing her savings properly. She wants a portfolio with limited risk and loves getting recommendations from her trusted investment platform, as she feels she is really 'on-it!'
John, 45 | Real-estate broker
John occasionally trades on his own . He is married with two children and struggles to find enough time to actively manage his portfolio. That's why he feels genuinely excited when he receives recommendations from his trusted investment platform. It allows him responsible decision making.
Steven, 21 | College student
Steven loves trading and is willing to take calculated risks while excepting high returns.
That's why he's so happy to effortlessly receive recommendations with a short descriptive investment rationale that provide him with all the assurance and information he needs to 'go for it'.
One source incorporates investors' unique holdings, preferences, and other personal factors into its recommendation process. It applies this methodology uniformly, catering to Marta, John, and Steve simultaneously, offering each individual tailored recommendations aligned with their distinct needs.
Groundbreaking Impact for Investment Professionals
Dramatically boost advisor productivity
Deliver hi-touch advisory experience to far more clients with the same team. Driving brokerage firms beyond price-based competition and setting them apart by providing professional hyper-personal advice under their own brand.
Deepen Engagement and retention
By delivering real-time, hyper-personalized investment advice and streamlining the execution process,
Finnovest's Tap-to-Act Advice platform helps brokerage firms foster stronger relationships with their clients, leading to increased loyalty and engagement.
New Data-Driven Revenue Streams
Tap-to Act platform provides brokerage firms with valuable data-driven insights that can be leveraged to develop new, high-value products and services tailored to their clients' specific needs.
Grow Assets under Advice
Tap-to- Act advice platform enables investment professionals to target new market segments, that are craving for professional guidance and advice, but are currently underserved by traditional advisory firms.
Bridging the Gap Between Investment Professionals and Retail Investors
Finnovest is at the forefront of a transformative shift in retail investing, addressing the most significant wealth transfer in modern history.
Powered by proprietary technology, Finnovest enables investment professionals to scale personalized investment advice across the mass-affluent retail investment market and provide a next-gen non-discretionary advisory experience to the next generation of investors.
Next-gen investors want to act independently - yet, still seek trusted, professional and personal investment advice. Until now, scaling non-discretionary advisory services wasn’t feasible. Finnovest is first to make it possible to deliver the same hyper-personalized, traditional ‘one-to-one’ advice ,now at scale. Through a true ‘one-to-many’ platform, Finnovest enables investment professionals to create actionable and tailored recommendations simultaneously for each client’s unique portfolio, holdings and risk appetite. Investors receive proactive, real-time advice that can be authorized and easily executed with a single tap.
Finnovest sets a new standard in retail investment — enabling professionals to preserve the depth of personalized advice while achieving the scale and seamless experience today’s market demands.
From The Press
Tal Brockmann, Finnovest founder and CEO talks about bridging the gap between retail- investors and professional, hyper personal investment advisory. @TV10israel, June 2025 . (Hebrew with English subtitles)
איך נראים פני העתיד של ייעוץ השקעות? טל ברוקמן, מייסד ומנכ"ל Finnovest, מתארח ב-@tv10israel ומשתף איך הטכנולוגיה שפיתחו הופכת כל אפליקציית מסחר ליועץ השקעות אישי, זמין 24/7. יוני 2025
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