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FINN

SAN FRANCISCO, CA · CRD 329172 · IAPD ↗ · getfinn.us · 6188233733

$4.1MRegulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
September 2026 — FINN changed its website from getfinvest.com to getfinn.us.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
September 2026 — FINVEST is now doing business as FINN.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
February 2024 — FINVEST (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.