Category2 listings
Finance agents you can text.
Source-backed AI agents and messaging apps for finance workflows, sorted for contact-card discovery.
Listings
2Public numbers
0Discovery mode
RankedSV
SV
SVCFO Silvia
cfosilvia.com
Number after signup
A personal AI CFO that analyzes connected assets and portfolios in real time.
Try: Analyze the largest risks in my current portfolio
ContactMessaging access after signup
Get numberMatch96%
ReplyLive
MarketAcquired by ProCap Financial
FreeSMSPhoneWebEmail
Tracking complex portfolios and researching financial decisions with personal context
Source checked 2026-07-27Official site
Official site source reviewed. Number after signup access path documented.
FL
FL
FLFlip
fliptexts.com
Number after signup
A personal finance assistant that lives inside iMessage.
Try: Check my subscriptions and cancel what I do not use
ContactText after waitlist invite
Get numberMatch93%
ReplyWaitlist
MarketEarly access
WaitlistiMessage
Cash flow, bills, subscriptions, transfers, trading, and group payments over iMessage
Source checked 2026-06-05Official site
Official site source reviewed. Number after signup access path documented.
Category pages are built for search demand like "finance AI agents by text" and "finance iMessage apps".