Finobi
“Can an AI copilot replace the compliance-heavy admin layer of Australian financial advice practices?”
Founded2025
HQAustralia
IndustryVertical SaaS / Financial Advisory
The story
Finobi is a 2025-founded Australian AI copilot for financial advisers. The product focuses on meeting notes, fact-find capture, agentic strategy planning, and compliance documentation for licensees — not on moving money. It integrates with adviser-side tools like Microsoft 365, CRMs, and Morningstar data feeds rather than payment or banking rails.
Last 12 months
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Product timeline
2025
Finobi founded as an AI-powered copilot for financial advisers, launching Meetings Assistant, Planning Assistant, Finobi Hub, and Licensee Hub modules.· launch
The stack
0 layers disclosed in Finobi’s embedded-finance stack
Accounting gap: none