Portfolio company
Mont Wealth
Country not known yet
Raised
Not known yet
Latest stage
Not known yet
Rounds recorded
Not known yet
Backed by
1 investor
Sectors
About
This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.
SourceFunding history · 0
No rounds recorded yet. The agent looks for them over time.
Similar companies
WealthMore
This platform provides investment portfolios, financial planning and AI-powered coaching for retail investors, particularly targeting women and first-generation wealth builders.
Autonomous Technologies Group
This company develops an artificial intelligence wealth management platform providing financial advisory services to individual investors.
MDOTM
This company provides an artificial intelligence platform for portfolio construction and rebalancing to asset managers, wealth managers, banks and insurance companies.
Range
This company develops an artificial intelligence platform providing wealth management, financial planning and tax optimisation services for individuals and families.
Aventur
This firm provides an artificial intelligence platform and wealth management services to help individual consumers and financial advice firms manage personal finances.
Ed Wealth
This company provides an artificial intelligence platform to help professionals manage personal finances, including cash flow, taxes, investments and insurance.
AgentX
This company provides a platform for wealth and asset managers to build and orchestrate artificial intelligence agents for portfolio management and risk assessment.
STRATxAI
This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.
