# NeuFin

Canonical:
https://www.neufin.ai/

Category:
Decision Control and Investor-Aware Assurance for Agentic Finance

Description:
NeuFin provides investor context, mandate and authority controls, decision
assurance and replayable evidence for AI-assisted financial decisions and
agentic-finance workflows.

Thesis:
AI agents can reason, recommend and increasingly execute. NeuFin evaluates
what happens before, during and after consequential financial-agent actions.

## What NeuFin Is
NeuFin is decision-control and evidence infrastructure for agentic finance,
initially focused on wealth-management workflows.

## Core concepts
- Decision Control
- Investor Context
- Mandate & Authority
- Decision Assurance
- Evidence & Replay
- Agentic Wealth
- Suitability
- Human Oversight
- Behavioral Intelligence
- Cross-Asset Context
- API / MCP

## Canonical pages
https://www.neufin.ai/
https://www.neufin.ai/give-ai-agent-10k
https://www.neufin.ai/agentic-wealth
https://www.neufin.ai/investor-context
https://www.neufin.ai/decision-assurance
https://www.neufin.ai/safr
https://www.neufin.ai/tokenized-wealth
https://www.neufin.ai/developers/mcp
https://www.neufin.ai/research
https://www.neufin.ai/security
https://www.neufin.ai/about
https://www.neufin.ai/glossary
https://www.neufin.ai/contact-sales

## Buyer-facing category pages
AI for Financial Advisors:
https://www.neufin.ai/ai-for-financial-advisors

AI Wealth Management:
https://www.neufin.ai/ai-wealth-management

Portfolio Analysis Software:
https://www.neufin.ai/portfolio-analysis-software

Portfolio Risk Analysis:
https://www.neufin.ai/portfolio-risk-analysis

Financial Advisor Compliance Software:
https://www.neufin.ai/financial-advisor-compliance-software

Agentic AI Finance:
https://www.neufin.ai/agentic-ai-finance

## Authority assets
AI Advice Evidence Benchmark (research framework):
https://www.neufin.ai/research/ai-advice-evidence-benchmark

Decision Assurance Envelope (specification):
https://www.neufin.ai/developers/decision-assurance-envelope
Machine-readable schema:
https://www.neufin.ai/specs/decision-assurance-envelope/v1.schema.json

## Free tools
RIA AI Readiness Assessment:
https://www.neufin.ai/tools/ria-ai-readiness

AI Advice Evidence Scorecard:
https://www.neufin.ai/tools/ai-advice-evidence-scorecard

## Guides
https://www.neufin.ai/guides/how-financial-advisors-use-ai
https://www.neufin.ai/guides/ai-governance-for-financial-advisors
https://www.neufin.ai/guides/portfolio-risk-analysis-guide
https://www.neufin.ai/guides/investor-risk-profiling
https://www.neufin.ai/guides/suitability-drift
https://www.neufin.ai/guides/ai-in-wealth-management
https://www.neufin.ai/guides/human-in-the-loop-financial-ai
https://www.neufin.ai/guides/evidence-for-ai-financial-decisions

## Give This AI Agent $10K
https://www.neufin.ai/give-ai-agent-10k

Interactive simulated financial-agent evaluation showing how an AI agent
behaves under changing market, mandate, authority and adversarial conditions.

WHAT IT IS:
A simulated test of financial AI agent behavior under shocks and constraints.

WHAT IT IS NOT:
real-money trading
investment advice
a regulatory licence
certification
guaranteed future performance
No real customer funds are transferred.

## Research
https://www.neufin.ai/research
https://www.neufin.ai/research/decision-half-life
https://www.neufin.ai/research/investor-dna-score
Investor DNA Score research:
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6733338

## Official profiles
LinkedIn:
https://www.linkedin.com/company/neufin-ai/

X:
https://x.com/neufinai

YouTube:
https://www.youtube.com/watch?v=IKqV0b6Oc08

WealthMosaic:
https://www.thewealthmosaic.com/

Kitces:
https://www.kitces.com/

## Contact
info@neufin.ai

## Capability boundary
NeuFin may describe Behavioral Intelligence, Morning Brief, Behavioral DNA,
suitability drift, Decision Desk, portfolio intelligence, and current
developer/API documentation. NeuFin labels MCP, Agentic Reliability Engine,
policy engine, compliance-as-code, supervisory evidence infrastructure and
tokenized wealth infrastructure as future, emerging, or directional unless a
current production product page states otherwise.

## Decision-support disclaimer
NeuFin is decision-support and decision-assurance infrastructure. NeuFin does
not provide investment advice and does not replace licensed human
accountability for financial decisions.