Name: Anam Lakhani
Company: Alinea Invest
Position: Co-CEO and Co-Founder
Website: https://www.alinea-invest.com/
About Anam Lakhani
Anam Lakhani is the Co-Founder and Co-CEO of Alinea Invest, a next-generation wealth platform reimagining investing for Gen Z through a social-media-inspired, education-first experience. Designed to meet young investors where they already are, Alinea lowers the barriers of traditional institutional investing by making wealth-building more intuitive and accessible. With a background spanning Wall Street, Y Combinator, and Forbes 30 Under 30, Anam represents a new class of fintech founders focused on redesigning financial infrastructure for the next generation.
Built for investors rather than traders, Alinea Invest replaces the complexity of traditional brokerage platforms with guided, intuitive investing tools designed for first-time participants. Central to the platform are its managed investment profiles, which allow users to “set and forget” their portfolios rather than actively trade. Investors can start with as little as $1, combining the accessibility of incremental investing with the structure and diversification principles traditionally associated with private banking and wealth management. Managed profiles remove barriers of entry for a new generation of investors by providing automated allocation frameworks or “playlists,” enabling users to build wealth passively while maintaining clarity around strategy and goals.
Alinea’s AI copilot, “AI Allie,” differentiates the experience by functioning as a conversational guide. Rather than navigating static dashboards, users can engage directly with AI Allie to understand personalised portfolio decisions, market movements, and long-term financial implications. AI Allie translates complex financial concepts into accessible language, helping investors connect current-day actions with future wealth-building outcomes.
Under Anam’s leadership, Alinea has become one of the fastest-growing consumer fintech platforms, surpassing 2 million users and achieving 4x year-over-year growth in 2025. In January 2026 alone, the company generated $4.8M in net revenue and secured $22.5 million in user acquisition financing, reflecting both rapid adoption and strong engagement. The platform’s growth is driven by a highly differentiated user base, with 53% first-time investors and 57% women, significantly above industry averages and indicative of a broader demographic shift in wealth creation.
Through its combination of AI-driven guidance, managed investing infrastructure, and accessibility-first design, Alinea Invest is pioneering the broader transformation underway in fintech. Anam’s work positions the company at the forefront of platforms designed for the next generation of long-term investors.
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