Goodfin
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
156 2nd St Ste 226, San Francisco, Calif...Website
www.goodfin.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Goodfin
GoodFin is a U.S. venture-backed startup that offers a next-generation wealth technology platform designed to provide access to innovative investment opportunities, including alternative assets and pre-IPO companies. The company features an AI concierge that personalizes investment strategies, enabling members to navigate their financial journeys with ease. GoodFin is not a traditional wealth management firm; instead, it targets a global community of ambitious individuals, including startup founders and investors, that collectively boasts a net worth exceeding $1 billion. By prioritizing privacy and security, GoodFin caters to clients seeking modern investment solutions without the concerns of sharing sensitive information.Explore more
Goodfin Org Chart
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Activity Insights
Goodfin is experiencing very low activity levels compared to other companies in the Finance sector.
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Goodfin is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Goodfin.
Goodfin Tech Stack
A closer look at the technologies used by Goodfin
Most Recent Scoops
Event
Product Marketing, Events, Sales, Digital Technology, Financial Systems, Software, Field /Outside Sales, Banking, Field Marketing, Finance, Financial Operations, Operations
Open Position
Open Position
Product Launch
Product Launch, Product Management, Software, Artificial Intelligence
Goodfin News & Media
Inc. Names Anna Joo Fee to the 2026 Female Founders 500 List
Inc.'s annual Female Founders list celebrates the nation's most innovative women entrepreneurs, who collectively generated approximately $12.3 billion in 2025 SAN FRANCISCO, March 10, 2026 /PRNewswire/ -- Goodfin, the agentic wealth platform unlocking access to private market investing,...Goodfin Unveils Goodfin Go; AI Agents Now Powering Million-Dollar Private Market Investments
AI wealth platform transforms weeks of work into minutes, delivering curated insights, portfolio tracking, and execution-ready guidance SAN FRANCISCO, Jan. 22, 2026 /PRNewswire/ -- Goodfin, the agentic wealth platform unlocking access to private market investing for a new generation,...Goodfin and NYU Stern Professor Srikanth Jagabathula Release Landmark Study Showing AI Models Perform at a Level Above and Beyond the CFA Level III Exam Standards
AI Wealth Platform Goodfin Unveils that AI Can Now Master the Highest Levels of Financial Certification SAN FRANCISCO, Sept. 22, 2025 /PRNewswire/ -- Goodfin, the AI wealth platform for exclusive private market investments, has released groundbreaking research led by Shilpi Nayak,...
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GoodFin is a U.S. venture-backed startup that offers a next-generation wealth technology platform designed to provide access to innovative investment opportunities, including alternative assets and pre-IPO companies. The company features an AI concierge that personalizes investment strategies, enabling members to navigate their financial journeys w... Read More
