💼 Smart and Personalized: Your New Upgraded AI Partner for Wealth

GoodFin’s newly upgraded AI Concierge is built to do more than just answer questions. It helps you take control, make moves, and act with precision. With deep knowledge of your portfolio and intent, it’s a personalized financial partner that works alongside you—seamlessly, securely, and intelligently.

🎯 Personalized Answers That Actually Matter

The AI now pulls insights directly from your real data—not a static FAQ or preset response. You’re not getting general advice. You’re getting your numbers, your documents, your deals.

Ask:

• “What’s my total investment in AI-focused companies?”

• “Is my xAI deal confirmed?”

• “What’s the minimum for Deal X?”

• “Have I completed the docs for my latest investment?”

These aren’t guesses—they’re precise, up-to-date answers, based on what you've done and what’s in progress.

🧠 Smarter Conversations, Less Repetition

You no longer need to repeat yourself or restate what deal you’re asking about. The AI retains session context, so you can carry on a normal conversation.

Start with:

“Tell me about Deal X”
Then continue with:
“Show me the documents”
“Is it still open?”

Everything stays in focus. You ask like you would in any conversation. The AI responds like a partner who’s paying attention.

🔍 You’re the Driver. AI is Your Partner.

The new GoodFin AI Concierge transforms passive information into personalized, actionable insight. It knows your investments, understands your documents, and remembers your context—so you don’t have to repeat yourself. Whether you’re checking deal status, confirming investment minimums, or completing docs, it delivers precise answers based on your real portfolio.

This isn’t generic AI. It’s your AI—secure, contextual, and human-like in conversation. You stay in control, while the Concierge clears the noise so you can move faster and smarter.

👉 Experience the future of wealth management—try the new Concierge today.