PINA
Digital wealth management platform connecting users with certified financial planners.
PINA is a digital wealth management platform that combines access to certified financial planners with tools for tracking spending, budgeting, investing, and monitoring net worth. It is designed to help users understand their overall financial position, manage cash flow and debt, and work toward goals such as retirement, education funding, home purchase, and emergency savings. Consultations are scheduled through the web or mobile app, conducted by video call, and followed by a financial plan that users can execute and monitor in the platform.
Core capabilities include net worth and budget tracking, cash flow and debt management, protection and insurance planning, investment plans, asset allocation, and investment and insurance reviews. Users can invest in stocks and mutual funds, set up recurring monthly investments, and complete a financial health check and investment risk profile assessment. PINA is available on web, Android, and iOS, and its planners hold Certified Financial Planner certification.
Pricing is offered through a free plan with net worth and budget tracking, a monthly plan, and a six-month plan that includes unlimited financial goals, asset allocation, and investment and insurance reviews. A free 30-minute consultation is available, and couples can join a subscription without an additional fee.
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