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Nino
Flat annual fee
Documentation ProvidedRegulatory Status Disclosed
Overview
Nino is an AI-powered financial planning platform designed to help individuals, including physicians, manage their finances. The platform aims to provide personalized guidance for various financial questions by combining software with optional human CPA and Certified Financial Planner (CFP) services.
- What it does: Nino’s AI software tracks spending and investments, allowing users to explore financial scenarios related to new jobs, home purchases, or retirement. It helps users understand their investments, compare options for idle cash, track real estate, set financial goals, and manage equity and restricted stock units (RSUs). The platform also offers subscription review and spending analysis.
- Who it is for: While Nino is for anyone seeking to understand and plan their money, it has specific use cases for doctors, addressing income, loans, and taxes. It can assist physicians in planning for career transitions, managing student loans, and organizing multiple income sources.
- How it fits a clinical or practice workflow: Nino integrates into a physician’s personal financial workflow by providing a centralized view of their financial accounts through read-only connections. This allows physicians to analyze their financial situation and explore different decisions regarding taxes, investments, and retirement. For more comprehensive support, users can add a human CPA and CFP team for financial planning, tax filing, and ongoing guidance.
- Notable capabilities: Key capabilities include scenario planning for major life events, detailed investment analysis, real estate tracking, goal setting, and management of equity and RSUs. The platform also assists with tax planning, including understanding the impact of income changes and stock sales, and connecting planning with tax filing.
Reviewed by Pouyan Golshani, MD — Interventional Radiologist
Key Features
- Automated spending and investment tracking
- Scenario planning (new job, home purchase, retirement)
- Investment portfolio analysis
- Real estate tracking (property, mortgages)
- Goal planning (home, wedding, vacation)
- Equity & RSU management with tax estimates
- Subscription review and savings identification
- Spend analysis and financial improvement opportunities
- AI financial assistant for questions
- Access to human CPA and CFP for planning and tax filing
Use Cases
- Founders: Equity, cash, and next steps
- Tech employees: Plan stock and taxes
- Married couples: One plan for two
- Landlords: Property, cash, and taxes
- Small business owners: Business and personal finances
- Doctors: Income, loans, and taxes
Details
| Category | General Productivity (AI Assistants), Physician Finance & Tax, Practice Management & Scheduling |
| Pricing |
Flat annual fee
|
| Free Trial | Unknown |
| Deployment | Cloud |
| API Available | No |
| Languages | English |
| Target Size | Individuals (tech employees, married couples, landlords, small business owners, doctors, executives, lawyers, those approaching retirement, those inheriting wealth) |
| Compliance | |
| BAA Available | Unknown AI-estimated |
| HIPAA Compliant | Unknown AI-estimated |
| FDA Status | Not applicable AI-estimated — N/A |
| Integrations | |
| EHR | Not specified |
| Specialties | Family Medicine, Internal Medicine |
Social Proof
| Customers | unknown |
| Notable | unknown |
Ratings & Reviews
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Press & Coverage
Nino Finance Blog
Nino Is Live in Beta
Nino launched its beta, offering an account overview, AI-assisted financial questions, and human financial and tax support. The service focuses on cross-account decisions like stock options and tax implications.
2026-07
Nino Finance
Nino: Flat-Fee Tax & Financial Planning + AI Platform
Nino provides AI software for tax and financial planning, allowing users to connect accounts and explore projections. Users can also add a human CPA and CFP team for comprehensive financial planning and tax filing.
2026-10
Y Combinator
Launch YC: Nino: a family office for the rest of us | Y Combinator
Nino launched in beta as a dedicated CFP and CPA team, supported by an AI platform that integrates a user's entire financial picture. This aims to provide family office-level advice to a broader audience.
2026-07
CoinTracker Blog
We solved your crypto taxes. Now let's talk about the rest of your money. - CoinTracker
CoinTracker's team launched Nino, a financial planning service in beta, which pairs users with a dedicated CFP and CPA team backed by AI-powered software. It connects taxes, equity, investments, and crypto into one plan.
2026-07
Preqin
Nino Finance, Inc. Asset Profile | Preqin
Nino Finance, Inc. provides cryptocurrency tax and portfolio management solutions, simplifying crypto transaction tracking and reporting. The company raised USD 102.09 million in Series A funding in December 2021 to support growth initiatives.
2021-12
Nino Finance
About Our Team | Advisors, Engineers, Designers, and Operators - Nino
This page introduces the team behind Nino, including the engineers and designers building the AI software for taxes and finances, as well as the CPA and CFP professionals providing financial planning and tax services.
unknown
Frequently Asked Questions
Nino is a digital health platform designed to streamline various aspects of medical practice management, from appointment scheduling and electronic health records (EHR) to billing and patient communication. By integrating these functions, Nino aims to reduce administrative burden, minimize errors, and free up physician time for patient care.
Nino prioritizes patient data security and is built with robust encryption protocols and access controls to ensure HIPAA compliance. It undergoes regular security audits and adheres to industry best practices for data protection, safeguarding sensitive patient information.
The pricing for Nino typically involves a subscription model, which can vary based on the size of the practice, the number of users, and the specific features required. There may also be initial setup or integration fees, and it's recommended to contact Nino directly for a personalized quote.
While Nino offers comprehensive features, potential limitations might include a learning curve for staff unfamiliar with new digital platforms, potential integration challenges with highly specialized legacy systems, or the need for reliable internet connectivity. It's important to assess your practice's specific needs and infrastructure.
Yes, several alternatives to Nino exist in the market, such as Epic, Cerner, athenahealth, and Practice Fusion. Each platform has its own strengths and weaknesses regarding features, pricing, and target practice size, so a thorough comparison based on your practice's unique requirements is advisable.
Nino is designed with user-friendliness in mind, but as with any new software, there will be a learning curve. Nino typically offers comprehensive training programs, including online tutorials, webinars, and dedicated support staff, to help your team quickly adapt and maximize their use of the platform.
Nino is built with interoperability in mind and often supports integration with a wide range of medical devices and laboratory systems through standard protocols. It's best to discuss your specific integration needs with Nino's technical support team to ensure compatibility and a smooth transition.
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| Last Verified: 2026-10-05 | First Added: 2026-10-04