We're Building a unified Agentic AI wealth intelligence platform for family offices, UNHWIs, and Private Investors.
Pre‑seed stage.
MVP ready. Raising $2.5M pre‑seed round.
True co‑founder ownership, not VP Eng.
Agentic AI Wealth Management Platform with Stakeholder‑centric design for Family Offices, RIAs, and sophisticated investors who demand a unified portfolio view and institutional‑grade tools with modern simplicity.