Kairos Financial

Assembles a personalized collection of financial products using AI technology, providing a step-by-step plan to reach long-term wealth and financial goals.
Financial Planning Personalized Financial Management AI-powered Wealth Management

Kairos Financial offers users a more effective way to manage their finances by assembling a personalized collection of financial products using proprietary AI technology. The service is designed to cut through the complexity of finding and optimizing financial tools to achieve long-term wealth.

Users fill out a questionnaire about their current financial situation, and the AI evaluates the answers to offer a step-by-step plan to reach their financial goals. Kairos lets people set priorities, track their progress and consult educational materials to help them learn more about personal finance.

Among the features:

  • Personalized Finstack: AI-selected financial products tailored to individual needs.
  • Goal Setting: Set and prioritize financial goals.
  • Educational Resources: Access to a library of personal finance information.
  • Trusted Recommendations: Products are vetted by a team of finance experts.

Kairos Financial's approach is designed to work for people with all levels of financial sophistication, so everyone can get a better handle on their finances and work toward their goals. You can start exploring the service by answering a few questions, and the service will present a customized plan to help you get what you want.

Published on June 14, 2024

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