FinMate AI

By: Trellish Corp

AI By Advisors For Advisors

Features & Capabilities

AI for Financial Advisors, by Financial Advisors

Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.

With the FinMate App, you can have FinMate take notes for your in person meetings.

Your data is secured, backed by our SOC2 Certification.

Record with one tap
Review and Playback
Control your event list

Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy - https://www.finmate.ai/privacy

User Growth & Download Statistics

App

By:

Version:

2.7 Last updated: 2026-04-23

Version code:

884821829

Creation date:

2023-11-16

Compatible devices:

Size:

37.88MB

URLs:

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-07

Compare stats and ranking:

Ranking

# 1,435,722 ▼ 36,555

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

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Developed by:

Trellish Corp

Apple Apps Store

https://apps.apple.com/us/app/finmate-ai/id6469643088

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