Moneyflow AI
The AI-powered financial operating system for financial advisors.
Moneyflow is an AI-powered Financial Operating System™ built for financial advisors and planners. It brings client management, financial planning, data collection, automation, communication, and business tools into one unified platform.
Moneyflow helps advisors spend less time on manual work, get a complete picture of each client’s finances, uncover opportunities, and deliver a better client experience. Instead of juggling multiple disconnected tools, advisors can manage their entire practice from one intelligent system.
Built by Ofir Silbiger.
- Category
- Fintech
- Location
- Israel
- Funding stage
- Seed