FinMate AI
Business Consulting and Services • 
San Francisco Bay Area, United States • 1-10 Employees
Company overview
| Headquarters | San Francisco Bay Area, United States |
| Website | |
| NAICS | 5416 |
| Employees | 1-10 |
Key Contact at FinMate AI
Jonathan Liu
Founder
FinMate AI Email Formats
FinMate AI uses 1 email format. The most common is {first name} (e.g., john@finmate.ai), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@finmate.ai | 100% |
About FinMate AI
FinMate AI Notetaker - The only AI notetaker designed by Financial Advisors specifically for Financial Advisors. Take notes on your Virtual, Phone, or In Person Meetings in the note formats actually used by Financial Advisors!
FinMate AI revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
FinMate AI has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
FinMate AI has never raised funding before.
FinMate AI Tech Stack
Discover the technologies and tools that power FinMate AI's digital infrastructure, from frameworks to analytics platforms.
CDN
CDN
JavaScript libraries
Tag managers
Live chat
Miscellaneous
Miscellaneous
Security
Analytics
Page builders
JavaScript libraries
Analytics
Canada
France
United Kingdom
Qatar
Frequently asked questions
4.8
40,000 users
