How It Works
Your AI advisor, always at your fingertips
A dedicated AI advisor that understands your finances and is available whenever you need it.
Connect your finances
Link accounts and add tax documents — your AI advisor instantly builds your complete financial picture.
AI analyzes everything
Your advisor reviews income, taxes, investments, and goals to surface opportunities others miss.
Get a personalized plan
Receive a detailed, actionable financial plan — then chat with your advisor anytime to refine it.
Features
AI-powered tools for every financial decision
A personal AI advisor backed by powerful tools for accounts, taxes, investments, and comprehensive financial planning.
AI Financial Advisor
Chat with a dedicated AI advisor that knows your complete financial picture and gives personalized, actionable guidance.
Personalized Financial Plans
Generate comprehensive, hyper-personalized financial plans based on your real data — exportable as professional PDFs.
AI That Learns You
Your AI advisor continuously learns your financial habits, goals, and preferences for increasingly precise advice.
Account Aggregation
Connect all your bank accounts, brokerages, and investment accounts in one unified view.
Tax Center
Upload tax returns, W-2s, and 1099s — AI extracts every line item to build a complete picture of your finances.
Stock Options
Track ISOs, NSOs, and RSUs with exercise scenarios and tax impact analysis.
Why Lynor AI
Not just another finance app
A real AI advisor, not a chatbot
Unlike generic chatbots, Lynor AI is purpose-built for financial planning — delivering deterministic, actionable advice based on your real numbers, not generic tips.
Plans that evolve with you
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.
Your data stays yours
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.
Instant financial intelligence
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.

