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About
Personalized AI-driven investing guide for self-directed investors.
Website Rank
6.44M
6.44M
Category Rank
(Finance/Finance) 12.7K
(Finance/Finance) 12.7K
Country Rank
(US) 2.28M
(US) 2.28M
Website Traffic
8.61K
8.61K
Monthly Visits Trend
Top Traffic Countries
Top Traffic Sources
Recent Reviews
20
20
Company Size
11 - 50
11 - 50
Employees On Linkedin
7
7
Twitter Followers
497
497
Twitter Likes
185
185
Twitter Posts
322
322
Facebook Followers
678
678
Facebook Likes
670
670
Summary
AI-powered WealthOS™, a personal financial coach with hedge-fund caliber financial models.
Features
- Portfolio Pro™ for wealth managers
- GP API for fintech + institutions
- Working with thousands of institutions
Use Cases
- Wealth management
- Financial forecasting and optimization
- Integration with fintech and institutional systems
Recent Reviews (20)
2023-08-25
2023-07-09
2023-07-07
2023-07-06