Astor is an SEC-registered AI investment advisor that connects to users' brokerage accounts via Plaid and provides personalized, plain-language guidance through a mobile app. The platform analyzes actual holdings to answer questions like "Why is my portfolio down?" and delivers tailored market updates, with subscription plans starting at $9.99 per month. It targets busy professionals such as tech workers, consultants, bankers, and founders who need on-demand financial advice without traditional wealth-management fees.
Funding
Funding not disclosed
Founders
Product
Problem
Retail investors often lack access to personalized financial guidance, which has traditionally been reserved for wealthy clients with seven-figure minimums and high management fees. Left to navigate complex decisions alone—such as choosing between Roth and Traditional IRAs or resisting panic selling during market downturns—many investors rely on guesswork or generic advice that doesn't account for their actual holdings.
Solution
Astor provides an SEC-registered AI investment advisor platform that connects to users' brokerage accounts and delivers tailored guidance based on their real positions. Users can text or call the AI advisor 24/7 to ask questions like "Paycheck just came in, what should I invest in?" or "Why is my portfolio down?" and receive specific, actionable answers. The platform also filters market news to only what's relevant to the user's holdings, helping them stay informed without information overload. Astor operates with bank-grade security through Plaid integration and maintains SEC-aligned advisory standards, offering non-discretionary advice while keeping users in control of their decisions.
Target Audience
Primary users are busy professionals—including tech workers with RSUs, consultants, bankers, and founders—who want personalized investment guidance without the high minimums and fees of traditional wealth management services.
Features
- Direct brokerage account linking via Plaid with bank-level security and end-to-end encryption
- AI-powered chat and voice interface available 24/7 for on-demand investment questions
- Portfolio analysis that generates recommendations based on actual holdings and user risk profile
- Personalized market news feed filtered to only companies and securities in the user's portfolio
- SEC-registered advisory platform with professional penetration testing and regulatory compliance
- Flat subscription pricing model with no commission-based incentives, ensuring conflict-free advice