# FinMate AI — AI By Advisors For Advisors

> AI By Advisors For Advisors (iPhone/iPad app by Trellish Corp.)

- Source: https://appshunter.io/ios/app/finmate-ai/id6469643088 (this page in markdown: same URL + `.md`)
- Developer: [Trellish Corp](https://appshunter.io/developer/1641419728)
- Category: Business, Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 38 MB
- Languages: English
- Released: 2023-11-16
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/finmate-ai/id6469643088/reviews.md

## What is FinMate AI?

AI for Financial Advisors, by Financial Advisors

Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.

With the FinMate App, you can have FinMate take notes for your in person meetings.

Your data is secured, backed by our SOC2 Certification.

* Record with one tap
* Review and Playback
* Control your event list

Terms of Use(EULA) - https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy - https://www.finmate.ai/privacy


## Version history (last 5 releases)

### 2.7 — 2026-04-23

minor bug fix, on sandbox id's a recording files.

### 2.4 — 2025-11-18

ssl certs updated and jailbreak check

### 2.1 — 2025-10-09

minor ui and logging. delete account option.

### 2 — 2025-10-03

Upload history tracker. Background recording

### 1.55 — 2025-06-23

Added Sign In with Email Link Guidance

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## More apps by Trellish Corp

- [Div Income, Get Paid to Invest](https://appshunter.io/ios/app/div-income-get-paid-to-invest/id1670813500)
- [Trellish, Gift Stocks & ETFs](https://appshunter.io/ios/app/trellish-gift-stocks-and-etfs/id6443480118)

All apps by Trellish Corp: https://appshunter.io/developer/1641419728

## Related topics

[finmate ai](https://appshunter.io/ios/topics/finmate-ai) · [trellish corp](https://appshunter.io/ios/topics/trellish-corp) · [finmatics](https://appshunter.io/ios/topics/finmatics)

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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 2026-05-14.*