Wealth Management 8
AI-powered financial analysis platform providing real-time data and market predictions.
AllMind AI is a large language model (LLM) designed for financial analysis and research. It provides users with access to insights and real-time comprehensive financial data on a single platform. The AI analyzes over 6,000 data sources to predict market moves with up to 92% accuracy, empowering users to capture opportunities. It offers features like price prediction, real-time analytics, dark pool data analysis, and AI-powered market analysis.
Institutional-grade analytics via natural language interface.
Reflexivity is an institutional-grade analytic tool that allows users to ask questions in natural language to bring data to life. It offers a suite of award-winning analytic tools wrapped in an accessible, natural language-based UX, ensuring strategic decisions are backed by robust data analytics. Reflexivity provides a personal laboratory to test hypotheses using simple language, explore hidden relationships between organizations, and access actionable AI-derived insights across thousands of assets.
AI-powered no-code platform for intelligent automation and digital transformation.
JIFFY.ai is an AI-powered intelligent automation platform that accelerates digital transformation with its no-code solutions. It helps businesses drive revenue, productivity, and operational efficiencies by leveraging AI innovations and a no-code platform. JIFFY.ai offers solutions for various industries, including wealth management, banking, finance, and media, enabling them to streamline workflows, automate processes, and enhance client experiences.
7Assets is a digital platform for managing and organizing your finances and assets using AI.
7Assets is a smart digital organizer for your money and things you own, like stocks or a house. AI helps you keep track easily. It doesn't sell any financial products or give you financial advice. It's a tool to help you see and manage your own stuff. It provides a holistic overview of your entire wealth – including cash flow, real estate, securities, cryptocurrencies, precious metals and other valuables. The platform makes it easy to manage all your financial information in one place and offers practical tools and guidance to optimize your financial management.
AI-powered estate planning platform for consumers and businesses.
My-Legacy.ai is a specialized platform built for estate planning related services. It provides instant answers, personalized recommendations, actionable workflows, and estate attorney references through its AI-powered platform backed by 12 pending patents. It helps consumers and businesses manage digital assets, create emergency binders, plan digital inheritance, and more.
AI-driven asset management platform for accredited investors, optimizing returns and simplifying investing.
SageFusion is an artificial intelligence asset management platform designed for accredited investors. It offers AI-driven investment management, financial solutions, and wealth management services. The platform provides unique risk methodologies, advanced investment strategies, and aims to optimize returns while simplifying investing. Key features include no lockup periods, customer custody of assets, competitive fee structures, and real-time investment visibility. It leverages advanced statistical models, financial statement analysis, and social media insights to allocate investments and aims to outperform traditional benchmarks like the S&P 500 Index.
AI-powered wealth management platform and personal financial OS.
Brisa is an AI-first personal wealth management platform and 'wealth OS' built for users in the US and Canada. It consolidates a user's full financial picture—including assets, liabilities, bank accounts, investment portfolios, real estate, private equity, documents, and multiple currencies—into a single, secure live view. Moving away from traditional spreadsheets or fragmented tools, Brisa utilizes an integrated AI assistant called Concierge to provide context-aware insights, financial research, and reasoning explained in plain language, making personalized wealth intelligence accessible without the need for expensive human private advisors.
AI investment platform with custom strategies and quantitative intelligence for investment professionals.
STRATxAI is an AI investment platform providing top-performing stock & ETF strategies. It offers a no-code builder for creating custom strategies, along with free masterclasses, webinars, and guides. The platform also features an AI chatbot, SAM, to enhance investing skills. STRATxAI delivers custom model portfolios and quantitative intelligence to financial advisors, wealth managers, and asset managers.
