Terms of Use & Disclosures
What Financialz AI is
Financialz AI is a matching and advertising platform. We are not a licensed investment adviser, broker-dealer, or financial planner, and nothing on this site is financial, investment, tax, or legal advice. Firms listed on this site are independent businesses; we do not vet, endorse, or guarantee the quality, licensing status, or performance of any firm. Verify a firm's registration and credentials yourself (e.g. via the SEC's IAPD or FINRA BrokerCheck) before doing business with them.
How matching works
When you complete the survey, we score firms on the platform against your answers (location, goals, risk tolerance, and investable amount). The firm that best fits your answers is recommended first. Some firms pay a flat listing fee to appear on the platform; that payment gives a small rank boost only among firms that are already comparably good matches for you — it cannot move a poorly-fitting firm ahead of a clearly better-fitting one. Firms that advertise with us are marked "Sponsored."
Your data
By submitting the survey and checking the agreement box, you consent to Financialz AI sharing the information you provided — including your name, contact information, and survey answers — with the firm(s) you're matched with, some of whom may be paying advertisers or partners of Financialz AI. We do not sell your data to unrelated third parties, and we do not blast your information to every firm on the platform — only to the firm(s) you're actually matched with, on a weekly basis.
AI chat & AI-generated content
The chat assistant and any AI-generated summaries on this site are produced by a large language model. AI can make mistakes, state things confidently that are wrong, or go out of date. Nothing the assistant says is financial advice, and you should not make financial decisions based solely on it. Verify anything important independently or with a licensed professional.
Firm listings & billing
Firm listing fees are flat, one-time payments for the billing period selected (monthly or yearly) and do not auto-renew. A firm must sign up and pay again to remain listed after its term ends. Payments are accepted via BTC, ETH, USDC (ERC-20), or Venmo; listings go live after we manually confirm payment. Crypto payments are irreversible — we are not responsible for funds sent to an incorrect address or network.
Contact
Questions about these terms or your data can be sent to the contact address listed on this site.