What it is.
FinWise is a financial co-pilot designed for the 55+ demographic, a private, affordable guide for retirement planning. Built on GPT with live search, it gives clear, unhurried answers to the questions that keep people up at night.
Inside the platform
01
Social Security optimization
Know the difference the timing of a claim can make, in plain numbers.
02
401(k) & withdrawals
Model drawdown strategies without a commissioned salesperson in the room.
03
Tax efficiency
Understand the tax impact of every move before you make it.
Part of the portfolio.
FinWise AI is part of the portfolio built and owned by Santiago Innovations. It is currently held in the vault while we build the next chapter, its work and its blueprint preserved here.