Executive Briefing — April 2026

A Category of One

The Future of Financial Intelligence

Presented to Hollingsworth Design

The Industry Failure

The Wealth Paradox

"The more wealth someone builds, the more complex, scattered, and exhausting their financial life becomes."

Portfolios spread across multiple disconnected platforms.
Important tax documents and alerts buried in personal email spam.
Zero protection against sophisticated social engineering and wire fraud.
Clients spending their most valuable asset—Time—managing their worry.

The Paradigm Shift

From "Management" to "Intelligence"

Wealth Management is reactive. Financial Intelligence is proactive.

IW FiNN isn't just another reporting tool. It is a full Financial Operating System executing 9 distinct layers of intelligence across a client’s entire life.

"We Save Time While Saving Money."

Industry Changing IP

Innovation that Doesn't Exist Anywhere Else

Digital Transaction Guardians (DTG)

Total immunity to hacked emails. Zero-Email / Zero-Text Policy for account changes. Every material movement requires a human-to-human verbal confirmation protocol. We stop elder fraud at the source.

Identity & Email Intelligence

Every client gets a dedicated @iwfinn.com vault. Financial emails, 1099s, and alerts never touch their personal Gmail. Fully managed credential vault. The ultimate digital moat.

Industry Changing IP

Multi-Agent Architecture

Market Intelligence

Instead of watching CNBC, clients receive a highly curated daily brief. Powered by a Multi-Agent System tracking Interest Rates, Sector Rotation, Macro Events, and Technical Patterns specifically mapped to their holdings.

Frictionless Trade Intelligence

Direct API integration with Schwab. Clients text complex limit or stop orders directly to their command center, receiving an organized execution confirmation back in seconds. No fumbling with broker apps.

The CMP Framework

9 Intelligences. 1 Platform.

CREATE

01 Creation Intelligence
04 Tax Mitigation
05 Market Intelligence
08 IW FiNN Trading

MANAGE

02 Manage Intelligence
eMoney Planning
CPA Network
09 Email Intelligence

PROTECT

03 Protection Intelligence
06 Identity Intelligence
07 DTG Certification
Estate Strategies

The Business Model

A Scalable SaaS Layer for High Net Worth

IW FiNN Solutions is structured as an independent SaaS and Intellectual Property entity, entirely separate from AWM/Raymond James.

Founding Member

$100/mo

First 25 only (Locked)

Professional

$250/mo

Core Intelligence Suite

Family Office

$599/mo

Full DTG + FINN ID + LifeLock

Trajectory

Valuation & Scale

There are over 190,000 wealth management households in Louisiana alone. We are starting with an immediate captive base of 190.

Q2 2026: 25 Beta / Founding Members enrolled.
Q3 2026 Milestone: $64k ARR (~$450k Valuation at 7x multiple).
Q4 2026 Target: 100 Clients = $317k ARR (~$3.2M Valuation).
2027 Vision: 500+ Clients = $1.9M ARR ($28M+ Valuation).

Strategic Alignment

The Partnership Opportunity

Hollingsworth Design / Mira Systems acting as the foundational infrastructure and design partner.

Equity: 10% ownership in IW FiNN Solutions LLC.
Distributions: 10% of revenue distributions.
Skin in the Game: 10% of shared costs. Zero upfront cash buy-in required.
Vendor Status: A secure, 36-month price-locked vendor agreement protecting Mira Systems' operations.

Pending Operating Agreement amendment & vesting schedule execution.

The Visionary

"We will find a way, or make one."

After 25 years in wealth management, experiencing both the complexity clients feel and the frustration of legacy systems, IW FiNN was born.

TA

Troy J. Aucoin

Founder & President

Thank You

IW FiNN

Financial Intelligence Network

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