Meet the Nino team

Yes. Nino is a flat-fee tax and financial planning company built by the team behind CoinTracker and led by CEO and co-founder Jon Lerner. Its credentialed team includes Levi Larsen, CFP, Shehan Chandrasekera, CPA, and Warren Wu, CPA. Account connections are read-only, and Advisor plans come with a 30-day money-back guarantee. See how your data is protected on the security page.

Nino was built by the team behind CoinTracker. Jon Lerner is CEO and co-founder. Levi Larsen, CFP, is the founding financial planner and previously worked at Beacon Pointe, Edelman Financial Engines, and Charles Schwab. Shehan Chandrasekera, CPA, leads tax strategy at CoinTracker and Nino, and Warren Wu, CPA, is Nino's tax lead.

Nino brings tax and financial planning into one place. The AI software connects all your accounts, answers money and tax questions with your own numbers, and flags opportunities. Advisor plans add a human CPA and financial planner team that builds your financial plan, plans your taxes year-round, and files your federal and state return. Read more about the human team and Advisor plans.

AI software starts at $20 a month with a 7-day free trial and no credit card. Advisor plans, with a CPA and financial planner team and tax filing included, start at $3,600 a year. Nino charges a flat fee, never a percentage of your assets. Compare every plan on the pricing page.

No. Your money stays at your own institutions, and connections are read-only, so they cannot move money or place trades. Nino does not use your financial data to train AI models.