Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Goodfin is building the next generation of private wealth. Its AI-native platform pairs curated access to high-growth private market opportunities with a system of intelligent agents that analyze, personalize, and act in real time. Purpose-built for pre-IPO investing, Goodfin’s AI transforms complex workflows-research, diligence, and execution-into an actionable, personalized investing experience for accredited investors.

How they describe their product/innovation: Go provides guided, hyper-personalized end-to-end investing for sophisticated investors in pre-IPO companies. It conducts deep research, portfolio analysis, and real-time investment execution through a purpose-built agentic orchestration system which leverages vetted data sources, multiple AI models and proprietary insights from the Goodfin platform. Go is advisor-vetted and proven to meet the standards of the CFA level III exam.

Product distribution strategy: Direct to Consumer (B2C), Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Community banks

Contacts:

Bus. Dev.: Anna Joo Fee (Founder & CEO), [email protected], 646-283-9175
Press: Tracy Rubin (Account Director), [email protected], 818-585-4736