Your finances, finally understood
Lynor AI knows your complete financial picture — accounts, taxes, equity, and goals — and gives you specific, personalized guidance and plans. Not generic advice. Yours.
Your complete financial life, understood by AI — and turned into a personalized plan, specific guidance, and ranked actions.
AI Advisor
Ask anything about your money.
Not a chatbot. A financial expert that knows your real numbers — income, taxes, equity, and every account. It answers with specifics, not scripts.
Try it free
The full picture
Everything that matters, connected
Portfolio
All your accounts, one picture
Bank, brokerage, retirement, real estate — everything tracked automatically. Lynor AI sees your complete net worth and uses it all together.
Equity Compensation
Complex equity, fully understood
ISO, RSU, ESPP — every grant, vesting schedule, and tax impact modeled. Folded into your complete financial plan.
Recommendations
Ranked by impact, specific to you
High-impact actions for your exact situation — tax, investment, and savings — ranked by the dollar impact they'll have.
Financial Plans
A plan as detailed as your life
Not a template. Lynor AI generates a comprehensive financial plan covering every dimension — taxes, investments, equity compensation, retirement projections, debt paydown, insurance gaps, and your spouse's picture too.
Every recommendation is grounded in your actual numbers, with the exact dollar impact of each action spelled out. Free to generate. Exportable as a professional PDF.
How it works
Up and running in minutes
01
Connect your finances
Link accounts and upload tax documents. Lynor AI instantly builds a complete picture of your financial life.
02
AI analyzes everything
Your advisor reviews income, taxes, investments, equity, and goals — finding opportunities others miss.
03
Get your personalized plan
Receive a detailed, actionable financial plan. Chat with your advisor anytime to go deeper.