Management Co-Pilot

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.

GPT Advisor

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

Savvy Wealth

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

RegVerse

RegVerse develops an artificial intelligence platform for regulatory compliance, change management and risk monitoring, serving wealth management firms, investment advisors and broker-dealers.

Nevis

This company develops an artificial intelligence platform to automate administrative workflows and client data management for wealth management firms and financial 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.

Impruve

This company develops custom artificial intelligence workflows and data infrastructure for independent wealth management firms and registered investment advisors.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.