A personal finance app with professional advisors
Nino combines a financial planner, accountant, and AI-powered platform to give you clarity on your finances. Get personalized guidance on buying a home, starting a family, managing equity compensation, reducing taxes, and planning for your future.
Built by the team behind CoinTracker, trusted by 3M+ crypto investors to get their taxes right.
$1,247,320
Your income caps Roth, not the backdoor. Fund it before you file for tax-free growth.
What working with uslooks like
An AI-powered platform that connects all your accounts, your advisors, and you, so lowering your taxes and making clearer financial decisions takes just three steps.
- 01
Book a demo
During your 25 minute call, we'll answer any question you have and see if we can give you more clarity on your finances. If we find you savings or a better strategy, you can join our alpha cohort. If we don't, you get a free financial review on the house.
- 02
Get a personalized plan
Your accountant and planner build one plan across your taxes, investments, equity, and cash. Our AI-powered platform connects all your accounts and weighs the tradeoffs behind every move, so each decision is backed by your numbers.
- 03
Quarterly calls
Every quarter we meet to review what's changed, find where you can save or earn more, and line up your next moves. You leave having financial clarity.
Model a decision
before you commit to it
Ask whether you can afford the house and watch the answer ripple through your taxes, retirement, and cash flow.
$650K keeps your retirement on track. Safe to proceed.
Across 10,000 market simulations, 98% end above your retirement target.
Experts who know your whole financial picture
Money touches almost every part of your life, from where you live to how you care for the people you love. Yet seeing it clearly still means stitching together accounts, cards, loans, and options by hand. Nino brings it into one view, then a dedicated accountant and financial planner help you act on it, save on taxes, and make more money.
The wealthy have always had a CFP, CPA, and investment advisor working together on their finances. Most people haven't. Nino changes that.
Your Mar 15 RSU vest tips you into the 35% bracket.
Scheduled a sell-to-cover before the vest date.
“My Nino advisor spotted $6,800 in tax savings on the first call. No other accountant I had worked with caught it.”
One flat fee
One flat rate, never a percentage of your money, backed by a 30-day money-back guarantee.
- Modern tax and financial insights on day 1
- Basic tax strategies
- Equity optimization and planning
- Retirement forecasting and planning
- Crypto ready with CoinTracker integration
- Quarterly advisor access
- Everything in Core, plus:
- Family access for you and your partner
- Tax guidance for stock options and equity
- Financial advice for large life decisions like retiring or buying a home
- Taxes across multiple states
- Year-round proactive tax projections
- Everything in Plus, plus:
- Complex tax planning for business and self-employment income
- Advanced stock-option and equity strategies
- Real estate planning
- Estate coordination and legacy planning
- Charitable giving optimization
- Priority advisor access with faster response times
Your data stays yours
Everything you share with us stays encrypted, private, and out of anyone else's model.
Bank-level encryption
Every account connection is encrypted in transit and at rest, held to the same standard as the institutions that custody your money.
Never used to train AI
We never sell your information, and we never use it to train large language models. The technology works on your numbers, for your benefit, and nowhere else.
Read-only by default
We watch and we plan, but we never move your money. Connections are read-only, and you keep control of every login.
Frequently asked questions
Put a dedicated team behind your money
Book a free 25-minute demo. You'll leave with a clear read on where you stand and at least one concrete way to save or earn more, whether or not you become a client.
Book a demo