Published on Jul 11, 2025

Meet Frank – The AI That’s Redefining Financial Advice

Written by
Alok DeshpandeJul 11, 2025

Meet Frank – The AI That’s Redefining Financial Advice

The world of financial advising is overdue for change. High fees, long wait times, and advice based on outdated models have left many middle-class families, especially those with real financial complexities, feeling overlooked and underserved. Frank was created to change that.

Frank is an AI-first financial advisor, built to deliver precise, unbiased, and hyper-personalized recommendations without the limitations of traditional human advisors. He combines real-time financial data, algorithmic insight, and continous availability, with access to human expertise when you need it.

Unlike even the best financial advisors, who may be influenced by commissions, personal opinions, or unconscious bias, Frank operates solely with your best interests in mind. Every recommendation is grounded in logic, rooted in real-world data, and aligned with your goals. And because Frank can evaluate thousands of financial scenarios in seconds, he often spots risks and opportunities that traditional advisors might miss. Whether you’re managing debt, planning for retirement, or savings for your next vacation, Frank’s designed to help.

Let’s be real: working with a traditional financial advisor can feel slow and a little intimidating. You schedule a meeting weeks in advance, navigate some financial lingo, and leave with a 30-page PDF you may or may not understand. If a new question pops up, it might take days to get an answer. And then there’s the uncertainty—Is this advice truly about me, or are they trying to sell me something? That stress can make money feel even more complicated than it already is.

Frank changes that. He’s accessible 24/7, gives clear answers in plain English, and doesn’t earn commissions. There’s no upselling, no pressure, and no hidden agenda—just smart, safe, and fast financial guidance built around you. Whether you’ve thought about working with an advisor in the past or are navigating financial questions on your own, Frank is here to make advice more transparent and accessible.

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© 2025 All Rights Reserved. Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The advice, content, data, guidance, and/or information provided by Frank (collectively, Frank’s content) is based on user inputs, connected accounts, and Frank’s models and research. Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance. Any use or reliance on Frank’s content is at the user’s sole risk. We do not accept, assume, and/or agree to, and we expressly disclaim, any and all responsibility and/or liability for the use of, and/or reliance upon, Frank’s content. Without limiting the foregoing, Frank's content is not, and may not be construed as, legal and/or tax advice. Furthermore, all investing involves potential risk of loss, including the possible loss of principal. Past investment performance is not indicative of future investment performance.