FINOLOGY SOFTWARE PRESS KIT

One-liner
Student-loan planning software for financial advisors.

Boilerplate
Finology Software is the calculation and workflow platform for financial advisors who handle student loan strategy. Founded in 2022 and based in Boise, Idaho, it imports federal and private loans, compares every repayment plan including the new Repayment Assistance Plan (RAP), tracks PSLF, and produces branded client reports, built to stay current as federal policy changes. Advisors can also run it inside Claude, ChatGPT and Microsoft Copilot. Learn more at finology.tech.

Founder
Alex Bottom, Founder & CEO. ~15 years across gov-tech, HR tech, and fintech; B.A. Economics, University of Southern California. Alex builds the tools financial advisors use to turn student debt into a plan. He grew up in Newport Beach, California, and now lives in Idaho.

Fast facts
- Founded: 2022 | HQ: Boise, Idaho
- What it is: student-loan planning software for financial advisors
- Key capabilities: NSLDS import, RAP/IBR/PAYE/ICR/PSLF comparison, paid to date and lifetime cost from the loan file, household modeling, branded client reports
- On the platform: nearly $300 million in student debt (October 2026)
- Works inside Claude, ChatGPT and Microsoft Copilot: advisors connect with their Finology login and run their own clients' plans in the conversation (listed in the Claude Connectors Directory)
- Public API and MCP server for developers and platforms, self-serve from $49 a month
- Pricing: $99 per advisor per month, or $89 a month billed annually ($1,068 a year); 7-day free trial, no card needed
- Website: finology.tech

What customers say (published on finology.tech)
- "Finology Software doesn't just handle finances, they empower clarity. Their guidance helped me make smarter decisions with total confidence." Bob Chitrathorn, Wealth Planning by Bob Chitrathorn. Uses Finology Software inside Claude.
- "Etch Financial has changed the financial planning landscape by being one of the first RIAs devoted to individuals with student loan debt. A core component of our strategy is leveraging Finology Software to create mini-financial plans for clients and give them confidence they're making the right choices with their federal student loan debt." Ryan S. Galiotto, CFP, Founder, Etch Financial & Student Loan Help Network

Press contact
Alex Bottom, Founder & CEO, alex@finology.tech, finology.tech

Assets in this kit
- finology-logo.png (full color wordmark)
- finology-logomark.png, finology-logomark-indigo-1024.png, finology-logomark-indigo-1024-transparent.png (icon)
- Alex-Bottom-headshot.jpeg (founder headshot, 1200x1800)
- screenshot-1-nslds-import.png, screenshot-2-client-report.png, screenshot-3-pslf-tracker.png
