Smart, personalized investment management through a simple chat interface. Set goals, build portfolios, and grow your wealth — all powered by AI.
Manage everything through natural conversation. No complex forms or dashboards.
Set your financial goals and we'll build a personalized plan to get you there.
Registered investment advisor with full audit trail and compliance safeguards.
From your first goal to a fully optimized portfolio — everything through a single conversation.
New to investing
Tell our AI advisor what matters — retirement, a home, financial independence. Answer plain-English questions; we calculate your risk tolerance and generate a personalized Investment Policy Statement.
Not just canned portfolios. Explore sectors, global regions, bonds, and alternatives through a guided conversation. Our AI translates your conviction into quantitative Black-Litterman views.
See your personalized portfolio before committing — expected return, volatility, Sharpe ratio, and Monte Carlo projections. Every figure comes from our real optimizer, not AI guesswork.
Link your bank, fund your account, and invest — all through the same chat. Fractional shares, ACH via Plaid, executed through Alpaca's regulated brokerage.
Markets drift. We watch. When your portfolio drifts more than 5% from targets, we rebalance back to optimal weights — automatically or with your explicit confirmation.
Existing investors
Drop a CSV export from any brokerage, or connect directly. We parse your holdings instantly and benchmark them against the S&P 500, your asset class, and sector peers — measuring alpha, beta, Sharpe ratio, and tracking error. All figures computed from verified live market data, never estimated by AI.
Our advisor surfaces concentration risks, missing asset classes, and return enhancers tailored to your goals and risk tolerance — everything explained in plain English.
Side-by-side: your current portfolio vs. an optimizer-generated proposal. Every number — return, volatility, Sharpe — comes from the real optimizer, not the AI. Adopt fully, partially, or keep what's working.
Once aligned, your portfolio benefits from automated monitoring, weekly re-optimization, and goal tracking — the same engine that powers our new-investor plans.
Market Data Sources
Optimization Engine
No-Hallucination Architecture