Wealth Management 3

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 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.

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.