We believe everyone deserves access to top-notch financial advice—not just the rich and famous.

That’s why we’re shaking things up in the wealth management industry with our AI-powered DIY financial planning tools.

With fiStone, you’ll get expert financial advice to help you handle life’s big moments with:

  • Professionally curated content

  • Powerful AI tools to easily create and keep track of your financial plan

  • Real human financial advisors to provide guidance and support whenever you need it

Start on the path to reaching your Financial Milestones with fiStone.

  • David Nguyen

    CO-FOUNDER / CEO

    At age 12, David opened up a brokerage account and  invested the birthday he’d save up. Today, he has nearly two decades of professional experience in wealth management, having previously held leadership roles at Charles Schwab, a Philadelphia-based RIA, and EY.

  • STEVEN BEYERS

    CO-FOUNDER / CTO

    Steven has led high-performing engineering teams across various industries, throughout his nearly two decades of experience in mobile development. His previous roles included senior positions at Scoir, a venture-backed startup, CapTech Ventures, and Lockheed Martin.

  • AMANDA BEYERS

    CO-FOUNDER / PRINCIPAL ENGINEER

    An experienced software engineer with expertise in mobile app design and development, Amanda has experience in the travel, healthcare, and research industries. She previously led development of digital tools at Boeing.