No. 19of 25 ·Investor Relationship Management Software

Finta

Name: Finta
Price: 200 USD

Web · iPhone · API · Extension· paid plans from $200/mo

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Freedom report

One barScore 5.1

Free tierNo free tier
Runs widely2 of 6 device platforms
DocumentedPlans, terms and facts published

Finta is ranked #19 of 25 in investor relationship management software on Freedom251. It runs on API, Browser extension, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $200/mo.

Finta plans and pricing

All plans

Finta $200/mo 12-month relationship, billed monthly 2,000 credits per month · Full Finta platform · Unlimited members finta.ai · 5 Oct 2026

Advisory $500/mo 12-month relationship, billed monthly 5,000 credits per month · Full Finta platform · Two 30-minute advisory sessions per month · Advice and review only finta.ai · 5 Oct 2026

Elite Team $1,000/mo 12-month relationship, billed monthly From $1,000/month · 10,000+ credits per month · Two Team Hours per month · Priority one-business-day response target finta.ai · 5 Oct 2026

Compared on investor relationship management software

Free plan: No
Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Portfolio tracking: Yes
Mobile app: Yes

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The record

Product: Finta connects inbox, calendar, CRM, documents, and network context to help users understand relationships and move work forward.
AI assistant: Aurora researches and briefs from available context, drafts messages and documents, and performs supported workspace actions.
Relationship mapping: Finta maps direct and second-degree connections and shows relationship context based on recency and history.
Daily workflow: Aurora can run scheduled inbox, calendar, and CRM sweeps, prepare meeting briefs, draft replies, and identify next steps.
Share Pages: Finta provides trackable pages and deal rooms with public, email, or verified access controls.
Integrations: Finta supports eligible Google and Microsoft inbox and calendar connections, plus compatible apps through MCP.
App catalog: The official apps page lists 36 current Aurora apps, including HubSpot, Attio, Slack, Notion, Dropbox, Zapier, and Make.
iPhone: Finta for iPhone is offered as an official TestFlight beta for supported mobile CRM and relationship workflows.
Chrome extension: The Chrome extension saves supported LinkedIn, company, and browser context into a user-directed Finta workflow.
Privacy control: Finta says users choose what Aurora can access, their context stays theirs, and Finta does not train on their data.
Approval boundary: Aurora can prepare research and drafts without sending, while supported actions may require confirmation depending on action and configuration.
Usage limits: Credits reset monthly, and their use varies by model, task, connected source, and availability.
Audience: Finta describes itself as built for relationship-driven work such as fundraising, sales, partnerships, investor relations, client work, portfolio support, hiring, and strategic follow-up.
Support: The Finta plan includes technical support; Advisory has a two-business-day response target and Elite Team has a priority one-business-day target.
Price from: $200/mo

Where it ranks on Freedom251

Best Investor Relationship Management Software in 2026#19 of 25

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Sources

finta.ai· checked 5 Oct 2026
finta.ai/product/aurora· checked 5 Oct 2026
finta.ai/pricing· checked 5 Oct 2026
finta.ai/product/integrations· checked 5 Oct 2026
finta.ai/official-apps· checked 5 Oct 2026