May 4, 2025

FinMate

Digital financial assistant for personal budgeting and investment.

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Pitch Details

Problem: Millions of people struggle to manage their personal finances, budget effectively, and make informed investment decisions. Traditional financial tools are either too complex or too generic.

Solution: FinMate is a smart digital financial assistant that empowers individuals to take control of their money. With personalized budgeting tools, AI-driven investment insights, and real-time financial health tracking, we simplify finance for everyday users.

Market Opportunity: With over 1.7 billion unbanked adults globally and a rising demand for personalized fintech solutions, the market is ripe for intelligent, accessible financial tools. The personal finance software market is projected to exceed $1.5B by 2027.

Traction:

Over 250,000 users in the UK within the first 18 months

4.8★ average rating across app platforms

Strategic partnerships with 5 local banks

Business Model: Freemium app with premium subscription tiers offering advanced features like investment tracking, goal-based budgeting, and financial coaching.

Funding: We’ve secured $10M Series B to scale our platform, expand across Europe, and invest in cutting-edge AI features.

Team: Founded by fintech veterans Sara Ahmed and Tom Roberts, with deep expertise in digital banking, AI, and consumer finance.

Vision: To become the go-to platform for personal financial empowerment across Europe and beyond.