Invesst provides an AI-first investing platform offering post-terminal infrastructure for RIAs, PMs, and analysts. The platform delivers automated financial data, in-depth screening tools, and predictive analytics for portfolio optimization. It also features an AI search engine for investment discovery and universal brokerage integration for monitoring diverse assets.
Funding
Funding not disclosed
Founders
Product
Problem
Traditional investment research and portfolio management processes are time-consuming and often lack the depth of analysis required for competitive market participation. This can lead to missed opportunities and suboptimal portfolio performance due to reliance on manual data aggregation and analysis.
Solution
Invesst offers an AI-driven platform designed to enhance investment research and portfolio management. The platform leverages AI agents to provide comprehensive financial data, automated valuation models, and predictive analytics, enabling users to make more informed investment decisions. It integrates with various brokerage accounts, streamlining portfolio monitoring and management. Additionally, Invesst incorporates automated compliance features to ensure secure and efficient investment workflows.
Target Audience
The platform is designed for traders and investors who require advanced analytical tools and automated workflows to optimize their investment research and portfolio management strategies.
Features
- AI agents for in-depth financial data analysis and market insight generation.
- Automated Discounted Cash Flow (DCF) and valuation models.
- Predictive analytics for forecasting market trends and asset performance.
- AI-powered search engine for competitor analysis and identifying investment opportunities.
- Universal brokerage integration for consolidated portfolio monitoring across stocks, crypto, and other assets.
- Real-time automated compliance and AI governance for data security and model integrity.
- SOC2, ISO 27001, and GDPR compliance certifications.