Fede By Your Side: A Human-First AI Powered Financial Co-Pilot
Clear, candid guidance from Federico—plus an AI layer that never sleeps.
Hi, I'm Federico.
I've spent the past 10 years advising global families at JP Morgan, building fintech products at Divibank, and hosting multiple podcasts about money and mindset. I've come to understand that my families and individual investors want more than spreadsheets—they want clarity, honesty, and a partner who understood both the numbers and their lives.
FBYS brings together human insight with AI that works around the clock, so you get the best of both: candid guidance when you need it, and intelligent monitoring that never sleeps.
Video placeholder: /public/about/intro.mp4
Supports captions via intro.vtt
Everything you need to stay informed
Powerful tools that combine human insight with AI-driven intelligence.
Portfolio Monitoring
Balances, holdings, top positions, recent transactions, and trends in one view. Connect your accounts securely via Plaid integration.
Conversational Intelligence
Ask questions any time—get summaries, explanations, and links to your portfolio data. Your AI co-pilot understands context and never sleeps.
Financial Consulting (Waitlist)
Advisor-led sessions for planning, strategy, and reviews. Human expertise when you need it most.
Simple, transparent pricing
Choose the plan that fits your needs. All plans include educational advisor content.
Start with a 1-week free trial — no credit card required
Starter
See your portfolio clearly.
- Connect 1 institution via Plaid
- AI Portfolio Summary (balances, holdings, trends)
- Daily market summaries
- Monthly performance snapshot
- Access to Advisor Feed
- Limited AI chat (100 messages/month)
- Email support (48–72h)
Pro
Your always-on financial partner.
- Everything in Starter, plus:
- Up to 5 connected institutions
- Full portfolio analytics (allocation, performance attribution, trends)
- Weekly performance snapshot and insights
- "Ask Anything" AI chat (market + portfolio)
- Weekly Advisor Digest (personalized summary)
- Priority email & chat support (24–48h)
- Early access to new agents and features
Enterprise
For families and professionals who want a human touch.
- Everything in Pro, plus:
- Unlimited institutions + consolidated reporting
- Custom AI agents (risk analysis, liquidity, tax tracking)
- Human portfolio analytics & quarterly reviews
- Dedicated chat or WhatsApp channel
- SLA & white-label option
Frequently Asked Questions
Have another question? Reach out via the contact form below.
Get in Touch
Questions? Feedback? We'd love to hear from you.
Send us a message
We typically respond within 24 hours