WING
SEC RegisteredThe AI planning and advice platform for autonomous finance.
About the firm
Wing Financial, Inc. is an AI-powered financial planning and advice platform available only through select advisory firms, providing personalized financial planning and advice through a premium, institution-backed experience. The platform delivers proactive, personalized guidance and an all-in-one living financial plan, backed by financial institutions and private wealth teams.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized, actionable financial advice delivered proactively; a living, all-in-one financial plan that updates automatically; and access to private wealth management teams.
Who they serve
Members who access Wing through select advisory firms and financial institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $128k |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 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. WING 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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