Building world first
AI Financial Planner
AI-driven solutions for the financial services industry.
AI Planner
Train AI to pass CFP, CFA, CPA, CAIA, FRM, Finra 79 exams, etc.
Visual-audio AI participate in real world planner-client meetings to learn from notes and videos
AI interact with clients direcly in financial planning, wealth planning, tax planning, estate planning, retirement planning, etc.
Real World
Client Facing
AI for Finance
Keep building AI solutions for financial services and financial professionals
Contact
Support
hello@stanford.finance
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