Keenai provides a global wealth platform designed for High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWIs), and Family Offices. The platform integrates technology with expert insight to offer access to institutional-grade investment opportunities across global equities, fixed income, derivatives, and alternative assets. This service delivers personalized wealth management solutions with transparent, borderless investment capabilities.
Funding
Funding not disclosed
Founders
Product
Problem
High-net-worth individuals and family offices often struggle with fragmented views of their assets due to investments spread across multiple custodians and platforms. This lack of consolidated data makes it difficult to gain a comprehensive understanding of portfolio performance, manage risk effectively, and plan for wealth transfer.
Solution
Keenai provides an AI-powered wealth management platform that consolidates investment data from various sources into a single, unified view. The platform offers tools for portfolio monitoring, risk management, and personalized investment strategies. By integrating AI-driven insights with human expertise, Keenai aims to provide investors and advisors with a holistic understanding of their financial landscape, enabling more informed decision-making and improved wealth management outcomes. The platform offers tailored solutions for both individual investors and institutions, including family offices and wealth advisors.
Target Audience
Keenai targets high-net-worth individuals seeking a comprehensive view of their investments, as well as wealth advisors, family offices, and institutions looking to enhance their portfolio management capabilities and client service.
Features
- Portfolio consolidation across multiple custodians and asset classes
- AI-driven insights and analytics for performance tracking and risk assessment
- Personalized dashboards and reporting for comprehensive wealth monitoring
- Tools for investment rebalancing and tax-efficient portfolio management
- Integration with existing portfolio management and CRM systems
- Secure data encryption and access controls to protect sensitive financial information
- Omni-channel serviceability through both human advisors and digital platforms
- Proprietary AI engine (DEX.ai) for continuous, real-time insights and updates