How It Works
A dedicated AI advisor that understands your finances and is available whenever you need it.
Link accounts and add tax documents — your AI advisor instantly builds your complete financial picture.
Your advisor reviews income, taxes, investments, and goals to surface opportunities others miss.
Receive a detailed, actionable financial plan — then chat with your advisor anytime to refine it.
Features
A personal AI advisor backed by powerful tools for accounts, taxes, investments, and comprehensive financial planning.
Chat with a dedicated AI advisor that knows your complete financial picture and gives personalized, actionable guidance.
Generate comprehensive, hyper-personalized financial plans based on your real data — exportable as professional PDFs.
Your AI advisor continuously learns your financial habits, goals, and preferences for increasingly precise advice.
Connect all your bank accounts, brokerages, and investment accounts in one unified view.
Upload tax returns, W-2s, and 1099s — AI extracts every line item to build a complete picture of your finances.
Track ISOs, NSOs, and RSUs with exercise scenarios and tax impact analysis.
Why Lynor AI
Unlike generic chatbots, Lynor AI is purpose-built for financial planning — delivering deterministic, actionable advice based on your real numbers, not generic tips.
Your financial plan isn't static. As your situation changes, your AI advisor automatically adapts its recommendations to keep you on track toward your goals.
End-to-end AES-256 encryption. Your financial data is only accessible to you and your AI advisor. We never sell or share your information.
Upload a W-2 or tax return and your AI advisor extracts every line item in seconds — building a living financial profile with zero manual work.