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Help center
What is Fingro?

Fingro is a personal wealth intelligence platform that gives you a real-time, unified view of your entire financial life — bank accounts, investments, real estate, vehicles, taxes, and more. Powered by WelX, your AI financial advisor, Fingro helps you make smarter money decisions, spot opportunities, and take action — all in one place.

How do I connect all of my accounts?

Fingro securely links to thousands of banks, brokerages, and credit institutions. Once connected, your balances, transactions, and net worth update automatically — no manual entry required.

How can I get Fingro as a benefit for my employees?

Fingro offers employer-sponsored plans that give your team access to personal wealth intelligence as a financial wellness benefit. It's a powerful, differentiated perk that helps employees reduce financial stress and make better money decisions. Reach out to us to learn about group pricing and white-label options.

Is my financial data safe with Fingro?

Yes. Fingro uses bank-level 256-bit encryption and read-only access to your linked accounts, we can never move or withdraw your money. Your data is never sold to third parties, and you can revoke access or delete your account at any time from Privacy Settings.

Can my CPA or financial advisor access my Fingro account?

Absolutely. You can invite your CPA or advisor directly from settings. They get a secure, scoped view of your financial data and you control exactly what they can see. No more emailing spreadsheets back and forth.

What's the difference between Fingro and my bank's app?

Your bank only shows you their accounts. Fingro aggregates everything - all banks, brokerages, real estate, vehicles, tax documents, and liabilities - into a single net worth picture. On top of that, WelX proactively surfaces tax savings, investment opportunities, and spending insights your bank will never tell you about.

Still have questions?support@fingro.ai