Magnifi offers AI Investment Platform
Product
Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
- Currently Offered
Magnifi connects retail accounts — including 401(k)s, IRAs, and brokerages such as E*TRADE and Schwab — and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
The site reports over $5 billion in linked assets and lists features including natural-language investment search, real-time portfolio and market analyses, custom-built portfolios, and commission-free trading.
Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
Danelfin is an AI stock-picking platform that rates U.S. and European stocks and ETFs with 1-to-10 AI scores.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Portfolio and data platform Addepar provides for wealth managers and advisors.
WealthAi for Advisors is WealthAi's packaged workspace giving independent advisers and smaller advice firms an AI-powered client platform.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
A multi-agent platform that synthesizes global investment signals for institutional research teams.
Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Subscription software unifying risk scoring, proposals, IPS creation, compliance alerts, and document extraction for advisory firms.
Embedded digital investing for credit unions and community banks.
Scalar Field lets retail users research, backtest, and deploy AI trading agents that execute live trades.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
AI Wealth Brain is Cruise Money's AI-driven app for goal-based investing and portfolio tracking.
Upvest's Investment API is a cloud-native platform for brokerage, settlement and custody across Europe and the UK.
AI-powered financial research and market data platform offering structured financial data, earnings, and analyst coverage.
Danelfin is an AI stock-picking platform that rates U.S. and European stocks and ETFs with 1-to-10 AI scores.
Digital wealth platform for institutions and advisors.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Portfolio and data platform Addepar provides for wealth managers and advisors.
End-to-end wealth management platform for financial advisors
WealthAi for Advisors is WealthAi's packaged workspace giving independent advisers and smaller advice firms an AI-powered client platform.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
A multi-agent platform that synthesizes global investment signals for institutional research teams.
Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.
A read-only MCP connector exposing a user's Finary data to AI assistants.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Subscription software unifying risk scoring, proposals, IPS creation, compliance alerts, and document extraction for advisory firms.
Embedded digital investing for credit unions and community banks.
Scalar Field lets retail users research, backtest, and deploy AI trading agents that execute live trades.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
AI investment coaching provides personalized guidance to individual investors.
AI Wealth Brain is Cruise Money's AI-driven app for goal-based investing and portfolio tracking.
Upvest's Investment API is a cloud-native platform for brokerage, settlement and custody across Europe and the UK.
AI-powered financial research and market data platform offering structured financial data, earnings, and analyst coverage.