Keenai provides a global wealth platform designed for High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWIs), and Family Offices. The platform combines 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 with transparent execution capabilities across over 50 international markets.
Funding
Funding not disclosed
Founders
Product
Problem
High-net-worth individuals and financial advisors often face challenges in managing complex portfolios and accessing personalized investment strategies. The traditional wealth management landscape can be fragmented, lacking integrated technology and data-driven insights necessary for optimal wealth creation and preservation.
Solution
Keenai Global provides an integrated wealth management platform that merges human expertise with AI-driven analytics to deliver personalized investment strategies and comprehensive portfolio management. The platform aims to democratize access to sophisticated financial tools, previously available only to ultra-high-net-worth clients. By leveraging augmented intelligence, Keenai Global empowers both individual investors and financial advisors with actionable insights and efficient tools to navigate global markets and achieve their financial objectives. The company offers distinct solutions tailored for investors (Keenai Wealth) and for institutions, advisors, and family offices (Keenai Pulse).
Target Audience
The primary target audience includes high-net-worth individuals (HNWIs) seeking sophisticated investment opportunities and personalized wealth management, as well as financial advisors, family offices, and wealth management institutions looking to enhance their service offerings and operational efficiency.
Features
- **Keenai Wealth:** A digital investment platform offering access to sophisticated investment products across 45+ global markets, including equities, bonds, ETFs, structured products, hedge funds, and private markets.
- **Keenai Pulse:** A SaaS platform for wealth advisors and institutions, providing AI-driven portfolio optimization, data consolidation, and advanced analytics for family offices and advisory firms.
- **Augmented Intelligence (AI) Integration:** Proprietary AI, "Dex," provides real-time insights, market analysis, and personalized recommendations to enhance decision-making.
- **Omni-channel Serviceability:** Seamless client support through a blend of human interaction and digital platforms, including email, instant messaging, and video consultations.
- **Data Security and Privacy:** Employs bank-level encryption and robust security protocols to safeguard sensitive financial data and ensure client confidentiality.
- **Global Market Access:** Facilitates investment across diverse asset classes and geographies, with access to over 40+ markets and 20+ currencies.
- **Portfolio Management Tools:** Features include AI-driven analytics, cash flow summaries, smart notifications, and customizable portfolio views.
- **Regulatory Compliance:** Operates under relevant financial regulations, with custody services provided by regulated entities like BNY Mellon Pershing.