62of 100 · 2026 Edition
StreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis.
Streetbeat, an SEC-registered adviser, licenses agents that automate investing, risk management and portfolio analysis to wealth managers and banks such as FinecoBank.
Agents automate portfolio trading and risk workflows.
Agents executing portfolio work for advisers.
ZocksPrivacy-first AI for financial advisers that automates meeting prep, notes, onboarding and follow-ups.StreetbeatStreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis.
AvantosAI-native operating system for client onboarding and servicing at wealth managers and insurers.
NevisAI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance.
JumpAI operating system for financial advisers, used by ~1 in 10 US advisers.Selection and ranking are independent of commercial relationships with AI InterConnect.