AI-Powered Investment Consulting

Leverage machine-learning models and real-time data to build, monitor, and optimize your investments

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Key Features

Powered by cutting-edge artificial intelligence

AI-Driven Portfolio Analysis

Instant risk profiling & optimal asset allocation based on your goals

Real-Time Market Insights

Live market scanning for trends, anomalies & news sentiment

Automated Rebalancing

Smart rebalancing engine that keeps your portfolio on target

Returns Simulator

Project future returns under different market scenarios

Alert Engine

Price-movement, news, and tax-deadline notifications

Enterprise Security

Bank-level encryption and security protocols for your data

How It Works

Simple, powerful, and effective

1

Connect Your Accounts

Securely link brokerage, bank, and 3rd-party data.

2

AI Risk Profiling

Our model analyzes your goals, timeline, and risk tolerance.

3

Generate Strategy

Receive a tailored portfolio with target weights and time horizon.

4

Ongoing Monitoring

24/7 AI scans markets, rebalances, and alerts you of key events.

Interactive Tools

Try our tools and see the potential

Risk-Tolerance Quiz

Discover your investment personality with our short quiz

Start Quiz

Returns Calculator

Project your investment returns with different scenarios

Calculate Returns

Sample AI Report

See how our AI analyzes investment opportunities

Download Sample

Services & Plans

Choose the right plan for your investment needs

Starter

Free

AI-powered analysis + basic alerts

  • Portfolio Analysis
  • Basic Risk Profiling
  • Limited Alerts
  • No Automated Rebalancing
  • No Tax Optimization
Sign Up

Pro

$49/mo

Strategy + automated rebalancing + tax-optimization

  • Everything in Starter
  • Advanced Risk Profiling
  • Unlimited Alerts
  • Automated Rebalancing
  • Tax-Loss Harvesting
Start 14-day Trial

Enterprise

Custom

Dedicated AI-consultant + custom integrations

  • Everything in Pro
  • Dedicated AI Consultant
  • Custom API Integrations
  • Priority Support
  • Custom Reporting
Schedule Demo

Trusted By

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Client
Sarah Johnson
CFO, Tech Corp

"The AI analysis saved us hours of research and gave us insights we would have missed. Our portfolio performance has improved by 12% since we started using this platform."

Client
Michael Chang
Individual Investor

"As a busy professional, I don't have time to monitor markets constantly. This AI solution does it for me and alerts me only when action is needed. Game changer!"

Client
Emily Rodriguez
Wealth Manager

"We've integrated this into our wealth management practice and can now provide institutional-quality analysis to all our clients. Our client retention has improved dramatically."

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Bank-level security with ISO 27001, SOC2, and AES-256 encryption

About Us

Bringing Wall-Street-grade AI to every investor

Our mission is to democratize access to sophisticated investment analysis through cutting-edge artificial intelligence. We believe every investor deserves institutional-quality insights without the institutional price tag.

Team Member

Dr. Alex Parker

Founder & CEO

Former quantitative analyst with 15+ years in algorithmic trading and AI research.

Team Member

Lisa Chen

CTO

Machine learning expert who led AI projects at leading financial institutions.

Team Member

Marcus Johnson

Head of Research

Financial analyst with expertise in building risk models and portfolio optimization.

Resource Center

Insights and education to help you invest smarter

Resource

5 Ways AI Is Transforming Wealth Management

April 15, 2025

Read Article
Resource

How to Use Machine Learning for Risk Management

April 2, 2025

Read Article
Resource

Tax-Efficient Portfolio Strategies in 2025

March 27, 2025

Read Article
Resource

The Future of Automated Financial Advice

March 15, 2025

Read Article
View All Resources

Frequently Asked Questions

Our AI's risk profiling has been backtested against 30+ years of market data and achieves a 94% accuracy rate compared to traditional methods. The system constantly learns and improves as it processes more data.

To provide a comprehensive analysis, we need read-only access to your investment accounts. For more advanced features, we may need information about your financial goals, time horizon, and tax situation. All data is securely encrypted and never sold.

We employ bank-level security protocols including AES-256 encryption, multi-factor authentication, and regular security audits. We're SOC2 compliant and never store your financial credentials on our servers.

Yes, you can cancel your subscription at any time with no penalty. Your subscription will remain active until the end of your billing period, and we don't charge any cancellation fees.

Yes, our platform is designed to be user-friendly for investors of all experience levels. We provide educational resources, clear explanations of recommendations, and a dedicated support team to help you understand the AI's insights.

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