DeepVest provides an AI-native portfolio analytics platform for wealth management teams, unifying CRM, risk, and custodial data into a single system. The platform features specialized agents for portfolio analysis, advisor workflows, institutional data, and market monitoring, all built on a shared foundation that remembers client context. It connects to existing tools rather than replacing them, enabling personalized advice at scale.
- Artificial Intelligence
- AI Agents
- Data & Analytics
- Financial Technology
- Software Only
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management teams often rely on multiple disconnected tools—CRMs, risk systems, custodial platforms, and data terminals—that don't communicate with each other. This fragmentation forces advisors to manually integrate information across systems daily, reducing efficiency and making it difficult to deliver personalized advice at scale.
Solution
DeepVest provides an agentic front office platform that unifies portfolio analytics, client profiling, and risk tolerance assessment into a single AI-native system. The platform uses specialized agents—AgentLab for portfolio analysis, AdvisorLab for client workflows, DataLab for institutional data, and MonitorLab for market monitoring—all running on a shared foundation that remembers every household, portfolio, and rule. DeepVest connects to existing CRMs, custodial, and risk data rather than replacing them, allowing wealth teams to ask complex questions in natural language and receive fully documented answers. The AI orchestrates workflows while deterministic tools handle the mathematical computations, ensuring accuracy and compliance.
Target Audience
Primary customers are wealth management firms, financial advisors, and investment teams who need to unify client data, portfolio analytics, and market intelligence into a single AI-powered workflow.
Features
- AgentLab: AI-powered portfolio analysis with natural language optimization, scenario modeling, stress testing, and rebalancing, all fully documented
- DataLab: AI-native data terminal with cross-asset coverage including equities, ETFs, crypto, forex, commodities, rates, and macro data
- MonitorLab: Always-on market monitoring with plain-English alerts across securities, portfolios, earnings, and macro events, evaluating 50+ signals in real time
- Unified context layer that remembers client households, portfolios, and rules across all four tools
- Integration with existing CRMs, custodial, and risk systems without requiring replacement
- SOC 2 Type 2 attestation covering security, availability, and confidentiality of the platform