BILI FINANCE
SEC RegisteredIntelligent Financial Wellness
About the firm
Bili is a personal AI financial advisor that connects to your bank, analyzes every transaction, and shows the opportunity cost of spending over time. It provides spending intelligence, a Financial Health Score, and contextual guidance to help users build lasting financial habits.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
AI-powered personal financial advisor offering bank account linking, transaction analysis and categorization, opportunity cost calculation (True Cost Calculator), AI Spending Analysis, Financial Health Score, and a chat-first advisor interface for spending, saving, and goal tracking
Who they serve
Gen Z and Millennials, particularly young adults concerned about retirement savings and living paycheck to paycheck
Office locations
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BILI FINANCE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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