Building the Future of
Financial Planning
Gemifi is the financial planning platform I wish existed when we started Brooklyn Fi. Built from real-world experience serving entrepreneurs and professionals.
This page documents the journey of creating Gemifi — the wins, the challenges, and the ongoing evolution of the product.
Visit Gemifi
[Gemifi Screenshot]
Product dashboard image
What Gemifi Does
A platform designed by advisors, for advisors — and their clients.
Comprehensive Planning
All-in-one platform for financial planning, investment management, and client collaboration.
Equity Compensation
Specialized tools for analyzing and planning around stock options, RSUs, and other equity.
Client Portal
Beautiful, intuitive interface for clients to view their complete financial picture.
Real-Time Sync
Automatic data aggregation from accounts, keeping everything up to date.
Product History
The journey from idea to reality.
Platform Maturity
Refined user experience based on extensive client feedback. Expanded integrations and reporting capabilities.
Public Launch
Opened Gemifi to the broader market after successful beta with Brooklyn Fi clients.
Beta Release
Launched beta version to Brooklyn Fi clients, gathering feedback and iterating rapidly.
Development Begins
Started building Gemifi to solve the financial planning software gaps we experienced firsthand.
Development Updates
The latest from Gemifi's evolution. Add updates via the content collection to keep this current.
Version 2.5 Released
Major update with improved reporting, new integrations, and performance enhancements.
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Why I Built Gemifi
"After years of using clunky, outdated software at Brooklyn Fi, I knew there had to be a better way. Gemifi is the tool we always wanted — built with the same care and attention to detail we bring to our client relationships."
— Shane
Interested in Gemifi?
Whether you're an advisor looking for better tools or just curious about the product, I'd love to show you what we've built.