magnifi

Magnifi, an  AI tool for finance , that simplifies financial management for beginner investors. By engaging with a user-friendly chatbot, it facilitates the analysis of stocks and monitoring of portfolio performance with intuitive graphs and charts. Catering mainly to newcomers, Magnifi also offers personalized investment suggestions, enhancing user experience by tailoring advice to individual risk profiles. However, it operates solely through taxable brokerage accounts and may face limitations in more complex scenarios. Ideal for those new to investing, Magnifi provides an accessible entry into financial markets​

Here are some practical use cases for Magnifi, the  AI investing bot :

• Personalized Portfolio Management: Magnifi can help users build personalized portfolios based on specific themes or industries, such as green energy or high dividend stocks. This allows for tailored investment strategies that align with individual financial goals and risk tolerances.

• Performance Tracking: Users can add stocks or ETFs to a Watchlist to monitor their performance over time. This feature is particularly useful for keeping an eye on potential investments and making informed decisions on when to buy or sell.

• Interactive Financial Queries: Magnifi’s AI assistant enables users to have interactive conversations about their investments. For example, users can inquire about comparing investment returns or ask for stock performance analyses, making the investment process more engaging and informative.

• Educational Tool: For beginner investors, Magnifi serves as an educational platform by simplifying investment concepts and visualizing data. This can help demystify the stock market and foster confidence in making investment decisions.

Here's a comparison of the subscription plans offered by Magnifi:

To explore the potential of Magnifi in streamlining your investment journey, you can start with a 7-day free trial, offering a no-commitment glimpse into its AI-driven capabilities. This trial period allows you to engage directly with the tool's personalized portfolio management and performance tracking features.



After the trial, continuing requires a subscription, either monthly or annually, ensuring you maintain access to Magnifi’s intuitive investment analysis and watchlist monitoring services. This setup is perfect for those new to investing, looking to dip their toes without immediate financial commitment.

The team behind Magnifi includes Isabelle Freidheim, who serves as the founder, and Tom Van Horn, the Chief Operating Officer (COO). Isabelle Freidheim has played a pivotal role in shaping the vision and strategic direction of Magnifi, leveraging her extensive experience in finance and technology to drive the company's innovation. Tom Van Horn, as COO, manages the day-to-day operational aspects of Magnifi, ensuring that the company's infrastructure supports its growth and aligns with its business goals.



Isabelle Freidheim

Founder



Tom Van Horn

COO/CPO



Magnifi has successfully secured funding through two rounds, with the latest investment received on January 1, 2021, from a Venture - Series Unknown round. The company is backed by three investors, with Thirdstream Partners and Portage Ventures being the most recent contributors. This financial backing supports Magnifi's ongoing development and expansion in the AI-driven investment space.

Additionally, Magnifi has also expanded its market presence through strategic acquisitions, including the purchase of SharingAlpha on July 14, 2022. This acquisition aligns with Magnifi's growth strategy and enhances its capabilities in providing sophisticated financial tools and insights.