# Fin9 — AI Workspace for Wealth Firms

> AI Workspace for Wealth Firms (iPhone/iPad app by c3alabs.)

- Source: https://appshunter.io/ios/app/fin9/id6812898127 (this page in markdown: same URL + `.md`)
- Developer: [c3alabs](https://appshunter.io/developer/1792372997)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 17.0 · 21 MB
- Languages: American English
- Released: 2026-09-30
- Data updated: 2026-10-02
- User reviews in markdown: https://appshunter.io/ios/app/fin9/id6812898127/reviews.md

## What is Fin9?

Fin9 is an AI-powered workspace built for wealth advisors and advisory teams.

Bring AI conversations, intelligent agents, meeting intelligence, documents, connected tools, and everyday workflows together in one professional workspace.

AI WORKSPACE

Get intelligent assistance across a wide range of professional tasks.

• Research information and financial topics
• Analyze documents and files
• Summarize information and extract insights
• Draft emails, reports, and professional communications
• Create plans, tasks, and action items
• Prepare for client conversations
• Work through complex questions
• Streamline repeatable workflows

AI AGENTS

Go beyond conversations with intelligent agents designed to help execute multi-step professional tasks.

Use agents for research, analysis, operations, client workflows, and other recurring processes.

MEETING INTELLIGENCE

Capture and organize important client and team conversations.

• Record meetings and conversations
• Upload meeting recordings
• Join meetings
• Generate transcripts
• Get meeting summaries and key takeaways
• Review recordings alongside transcripts
• Turn conversations into actionable information

FILES AND DOCUMENTS

Upload and work with documents directly in your workspace. Use AI to analyze files, summarize content, extract information, and help you work with complex documents more efficiently.

CALENDAR

Connect your calendar to keep meetings and schedules organized within your workspace.

CONNECTED WORKFLOWS

Bring your files, meetings, projects, agents, connected services, and professional workflows together in one place.

BUILT FOR WEALTH ADVISORY TEAMS

Fin9 is designed for professionals who work with client conversations, research, documents, analysis, meetings, and recurring operational tasks.

Fin9 helps advisory teams prepare for meetings, organize information, analyze documents, research financial topics, review meeting outcomes, create follow-up actions, and execute multi-step workflows.

Fin9 is a product by C3aLabs.

Fin9 — Your Wealth. One Workspace.


## Version history (last 1 release)

### 1.0.0 — 2026-09-30

No release notes.

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## More apps by c3alabs

- [Karax](https://appshunter.io/ios/app/karax/id6740981057)

All apps by c3alabs: https://appshunter.io/developer/1792372997

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-02.*