Boosted.ai
Alfa, an AI research agent that monitors holdings and writes sourced briefs for RIAs, analysts and investment teams
- RIAs
- Asset managers
AI toolsFree tier, paid plans
AI research and document analysis
AI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.
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Showing 13 of 13Most complete profiles first, then A to Z
Alkymi
AI document processing that turns private markets and wealth documents into structured data
- Asset managers
Alternatives platforms7 integrations
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
Data & research2 integrations
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platforms5 integrationsCustom quote
Fintellion
AI equity research and market-event monitoring tied to client portfolios, for wealth firms with investment teams
- RIAs
- Asset managers
AI toolsTiered
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI tools4 integrationsCustom quote
Canopy
Wealth data aggregation and reporting for family offices and private banks
- Family offices
- Banks and trust companies
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- Family offices
- RIAs
Family-office technology1 integrationCustom quote
Luminary
AI estate planning software for wealth managers and advisors
- RIAs
- Family offices
- Banks and trust companies
Financial planning6 integrationsCustom quote
TieoutIQ
Reads prospects' brokerage statements, reconciles holdings to printed totals and builds a proposal, for small RIAs
- RIAs
Data & researchPer seat
AI research and document analysis in the news
- Canoe Intelligence
Top 100 hedge funds trail wider industry in first half
- Alkymi
Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
- Luminary
The transfer is a governance test. Families are buying paperwork.
- Luminary
Direct indexing's trillion-dollar forecast is a platform stat, not demand
- Luminary
Real assets closed; AI and wealth kept talking
- Luminary
Luminary's $22 million round is a bet on the estate-document layer