GPT Advisor

Portfolio Management Co-Pilot

This company develops artificial intelligence software that monitors financial portfolios and recommends investment actions for wealth managers and independent research advisors.

Savvy Wealth

This company develops an artificial intelligence wealth management platform for independent financial advisors to automate back-office operations and client relationship management.

Management Co-Pilot

This company develops an artificial intelligence platform providing decision intelligence and portfolio monitoring for wealth managers and registered investment advisors.

AgentX

This company provides a platform for wealth and asset managers to build and orchestrate artificial intelligence agents for portfolio management and risk assessment.

Portrait Analytics

This company develops a generative artificial intelligence platform to accelerate investment research and thesis development for financial analysts.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Autonomous Technologies Group

This company develops an artificial intelligence wealth management platform providing financial advisory services to individual investors.

Zocks

This company develops an artificial intelligence platform that transcribes client conversations and automates administrative workflows for financial advisors and wealth management firms.