Streetbeat

Streetbeat implements AI security measures, including data isolation, encryption, governance, and compliance for financial institutions.

Ask Warren about the markets, create AI-curated portfolios, and receive portfolio alerts with the Streetbeat investing app for iOS, Android, and web.

Configurable AI infrastructure for banks, wealth and asset managers, insurers and real estate investment firms, built around their workflows, data and controls.

Streetbeat for Impact brings funding, grants, research, projects and administration into one AI for organizations that work to improve society.

AI can tell an advisor which client to contact today, about what and why, with the work already drafted.

The bank stays responsible for compliance, as ESMA confirmed in May 2024; the AI platform must give it controls it can verify.

With Streetbeat for Finance the standard plan is a 3-month live pilot, followed by customization, integration and validation in about 8 to 13 weeks.

Plain answers to the questions organizations ask before putting AI to work: what it changes, how to stay in control and how to measure the results.

Streetbeat develops AI infrastructure to support financial institutions in compliance workflows.

Streetbeat holds over 30 patents related to AI investing, portfolio intelligence, agent security, governance, and financial communications.

The company offers live walkthroughs and workflow assessments for organizations using AI.

AI that grows revenue, not costs. Explore Streetbeat for Finance, Streetbeat for Impact, Brain50 by Streetbeat and the Streetbeat App.

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Streetbeat provides privacy notices for website visitors, enterprise clients, and app users.

Important information about the Streetbeat B2B website, technology, artificial-intelligence outputs, product descriptions, security, and controlling terms.

Legal and company information for the Streetbeat B2B website, including its operator, corporate relationships, regulatory status, intellectual property, offices, and applicable documents.

Terms governing the Streetbeat B2B website and links to the separate terms for the Streetbeat consumer app.

Streetbeat, an AI-powered intelligence platform for financial professionals and retail investors, secures $15 million in Series A funding. The Palo Alto-based company leverages AI to provide data-driven insights for its target user base. This funding round marks a significant milestone in scaling its platform for broader market adoption.

Oct 2025The SaaS NewsNews article

Streetbeat secures $15 million in Series A funding to develop AI-powered agents for wealth managers. The startup targets financial advisers by automating client interactions and portfolio management. CEO Damián Scavo leads the company’s expansion into AI-driven advisory tools.

Oct 2025AxiosNews article

3Lines Venture Capital’s Orbit Fund backs **Streetbeat**, an AI-driven wealth management platform. Streetbeat provides **Wealth Copilots**, an automated advisory service for financial planning. The investment supports Streetbeat’s expansion of AI tools in personal finance management.

Feb 2025EIN PresswireNews article

Streetbeat’s **Flagship Stocks strategy** delivers an **8.3% return**, outperforming current market losses. The approach leverages data-driven methods to navigate volatility, achieving a **Sharpe ratio of 3**. The company highlights the need for algorithmic decision-making in unstable financial conditions.

Oct 2022PR NewswireNews article