Finvest
YC W23San Francisco, US · Founded 2023 · 5 employees · Hiring · 7 known investors
Finvest provides a digital platform for wealth management, offering access to fixed-income investments like Treasury Bills alongside tools for managing spending, saving, and investing. The product serves retail investors and consumers seeking professional-grade financial tools and wealth optimization.
Also known as Move · Shyp
Founders & leadership· Y Combinator alumni (W23)
Finvest was founded in 2023 by Shivam Bharuka.
SB
Shivam Bharukain𝕏FounderFounder of Finvest, a digital wealth management platform offering fixed-income investments and tools for spending, saving, and investing.
Investors · 7
Also in the syndicate · 4
BIIleadFranklin Templeton AIF IndiaIIXImpact Investment Exchange
Funding
SEC filings, press & company announcements$37M disclosed across 1 of 3 rounds · 2024–2026
- $37MraisedJan 2026 · 2 sources
FMO, Franklin Templeton AIF India, IIX, Impact Investment Exchange, Symbiotics
Source ↗ - Undisclosed amountSeries BJan 2024
BII (lead)
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 5
by search overlap
Ellevest51 shared keywordsEllevest is a women-founded, women-led SEC-registered investment advisor offering wealth management and financial planning services designed for women and their families. It provides portfolio management, values-aligned investing, and tax optimization across brokerage accounts, IRAs, and donor-advised funds in the US.
TribeVest37 shared keywordsTribevest is a platform for lead sponsors and capital aggregators to launch and manage compliant Fund of Funds SPVs, handling legal, financial, and regulatory tasks such as entity formation, investor onboarding, cap table management, distributions, and K-1 preparation. It targets private-market deal sponsors raising capital under Reg D 506(b) and 506(c) offerings.
Vest31 shared keywordsVestfin designs defined-outcome investment products that use derivatives to target specified growth caps, protection buffers, and income levels for portfolios. Its Target Outcome Investments are offered to advisors and their clients across various product wrappers.
OneVest28 shared keywordsOneVest provides an AI-native operating system platform for wealth management that integrates fragmented legacy systems, enabling financial firms to operate with greater speed, control, and scale.
Learnvest24 shared keywordsLearnVest is a financial education platform that provides articles and resources to help users build financial literacy and reach their financial goals through content on career growth, saving, debt repayment, and budgeting.
Companies competing with Finvest for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Finvest do?
- Finvest provides a digital platform for wealth management, offering access to fixed-income investments like Treasury Bills alongside tools for managing spending, saving, and investing. The product serves retail investors and consumers seeking professional-grade financial tools and wealth optimization.
- Who founded Finvest?
- Finvest was founded by Shivam Bharuka in 2023.
- Who are Finvest's investors?
- Finvest's investors include Y Combinator, FMO, Symbiotics.
- How much funding has Finvest raised?
- Finvest has disclosed $37M raised across 1 of its 3 known rounds.
- Where is Finvest headquartered?
- Finvest is headquartered in San Francisco, US.