Portfolio Management Co-Pilot

Management Co-Pilot

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

GPT Advisor

This company provides a generative artificial intelligence platform for wealth managers and financial institutions to automate portfolio analysis and investment research.

AgentX

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

Savvy Wealth

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

Vise

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

STRATxAI

This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.

Autonomous Technologies Group

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

Copilot Money

This company develops a personal finance management application for individuals to track spending, budgets and investments across multiple financial accounts.