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AI equity research assistant surfacing insights from filings; strong traffic.
Digital wealth platform for accredited investors offering curated private funds, treasuries and structured products with low minimums.
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
AI wealth-management app giving SEC-registered fiduciary advice on taxes, allocation, and retirement with no AUM fees.
Deploys custom AI agents that run compliance, portfolio and client workflows end-to-end for wealth management and RIA firms.
No public pricing
Free trial available
No public pricing
No public pricing
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- ✦Curated private-market funds
- ✦Automated Treasuries portfolio
- ✦Structured investment products
- ✦Lower minimums than private banks
- ✦SEC-registered; assets at BNY/Pershing
- ✦AI wealth tools (coming)
- ✦Net worth aggregation across brokerage, retirement, and crypto accounts
- ✦AI-driven portfolio strength scoring and risk alerts
- ✦Personalized investment recommendations tied to goals and tax impact
- ✦Continuous tax optimization suggestions
- ✦Retirement and estate planning scenario modeling
- ✦Hidden fee detection on paid tiers
- ✦10-day free trial on paid plans
- ✦AI tax optimization and tax-loss harvesting
- ✦Portfolio exposure X-ray across accounts
- ✦Cross-account asset-allocation advice
- ✦Retirement and FIRE planning
- ✦Fiduciary advice with no AUM fees
- ✦Read-only bank-level account aggregation
- ✦Workflow and tool-stack audit
- ✦Custom-configured AI agents with compliance guardrails
- ✦Dedicated compliance review agent
- ✦Portfolio intelligence and research agents
- ✦Client engagement/onboarding automation
- ✦Integration with an advisor's existing systems
- →Effortless financial research enhanced by generative AI
- →Generating investment ideas
- →Streamlined due diligence
- →Tracking portfolio companies
- →Customized equity research solutions
- →Investing in private equity/credit/VC
- →Earning yield on cash
- →Diversifying with alternatives
- →Consolidating all investment and retirement accounts in one dashboard
- →Getting AI-generated portfolio rebalancing suggestions
- →Modeling retirement or estate planning scenarios
- →Identifying hidden fees across linked accounts
- →Optimizing taxes across investment accounts
- →Checking portfolio diversification and exposure
- →Planning for retirement
- →Self-managing wealth without an advisor
- →Independent RIAs wanting to cut compliance review time
- →Wealth management firms consolidating multiple disconnected SaaS tools
- →Advisory practices trying to speed up prospect-to-client onboarding