Financial Services / Wealth Tech • Capital Markets Tech
Best AI Investing Copilots Companies
What is AI Investing Copilots?
The AI investing copilots market uses algorithms and machine learning to assist investors in making more informed investment decisions. These solutions analyze vast amounts of financial data, market trends, and individual preferences to provide personalized investment strategies. By automating processes and providing real-time insights, AI investing copilots enhance portfolio management efficiency and accuracy.
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Top AI Investing Copilots Companies

Public is an investing platform that offers a diverse range of financial products across multiple asset classes. The company provides tools for trading stocks, options, and cryptocurrencies, as well as investing in bonds, ETFs, and treasuries, complemented by high-yield cash accounts and tailored investment plans. Public also integrates AI-powered data and analysis into the investment experience, fostering a community-driven environment for sharing insights and educational content. Public was formerly known as TapX Trading & Analytics. It was founded in 2019 and is based in New York, New York.
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Sean Hendelman, Leif Abraham, Peter Quinn, and 2 more
AlphaSense is a market intelligence and search platform that uses AI (artificial intelligence) and NLP (natural language processing) technology to provide insights across various sectors. The company offers tools for financial research, including access to equity research, expert call transcripts, and the ability to integrate and analyze internal content alongside public data. AlphaSense serves the financial services, asset management, consulting, and corporate sectors with its market intelligence solutions. It was founded in 2011 and is based in New York, New York.

Canada / Founded Year: 0000
Boosted.ai specializes in artificial intelligence for investment management, focusing on providing analytics and actionable insights for asset managers. The company offers AI-driven stock picking, portfolio workspaces, and stock research tools designed to enhance the investment process by saving time and improving portfolio metrics. Boosted.ai primarily serves institutional asset managers and wealth advisors, offering solutions that integrate micro and macroeconomic analysis with portfolio construction. It was founded in 2017 and is based in Toronto, Canada.
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Canada / Founded Year: 0000
Composer is an investment platform that provides tools for automated trading and algorithmic investment strategies. The company offers resources for users to build, backtest, and execute trading algorithms without the need for coding skills. Composer serves investors interested in algorithmic trading. It was founded in 2020 and is based in Toronto, Canada.
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United States / Founded Year: 0000
Global Predictions specializes in AI financial advisory and investment insights within the finance sector. The company offers a full-stack solution for individual and institutional investors, including automated recommendations, portfolio management tools, and economic forecasting based on its proprietary economic insights engine. Global Predictions primarily serves the fintech industry, providing tools and insights for personal finance management and institutional investment strategies. It was founded in 2020 and is based in San Francisco, California.
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United States / Founded Year: 0000
Kavout is an AI-driven investment platform specializing in financial technology. The company offers tools and services that utilize artificial intelligence, big data, and machine learning to provide insights and analytics for U.S. stocks and ETFs. Kavout's platform includes features such as stock analysis and market trend forecasting, tailored for individual and institutional users. It was founded in 2015 and is based in Bellevue, Washington.
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United States / Founded Year: 0000
Magnifi focuses on financial technology, specifically in the investment domain. The company offers an artificial intelligence (AI)-powered investing assistant that helps users manage their investments, conduct research, make informed decisions, and plan for financial goals. The primary customers of Magnifi are individuals who are interested in investing. The company was founded in 2019 and is based in New York, New York.
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United States / Founded Year: 0000
Portrait Analytics specializes in AI-powered financial analysis within the investment sector. The company offers services that function as an AI-powered research analyst, designed to assist in generating high-conviction investment. It was founded in 2021 and is based in Boston, Massachusetts.
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Reflexivity provides analytic tools for the finance sector. Its offerings include analytics that allow users to test market hypotheses, screen securities, and explore asset intelligence using plain language queries. Reflexivity serves institutional investors, asset managers, and wealth management firms with its financial insights and analytics solutions. Reflexivity was formerly known as Toggle AI. It was founded in 2019 and is based in New York, New York.
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Streetbeat operates as an artificial intelligence (AI)-powered financial advisor. It specializes in investment management within the financial sector. The company offers personalized investment strategies and portfolio management services, utilizing generative AI to suggest and dynamically rebalance investment portfolios based on real-time market data. Streetbeat primarily serves individual investors seeking AI-driven investment advice and portfolio management. It was founded in 2021 and is based in Palo Alto, California.
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TIFIN is a company that utilizes artificial intelligence in financial services within the wealth and asset management sector. The company provides platforms and applications aimed at decision-making for investors and financial advisors, as well as operations for wealthtech providers. TIFIN's products include tools for investment analysis, advisor productivity, and data science applications for various financial professionals and institutions. TIFIN was formerly known as Louise Giving Technologies. It was founded in 2018 and is based in Boulder, Colorado.
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The ESP matrix leverages data and analyst insight to identify and rank leading private-market companies in a given technology landscape.
What is AI Investing Copilots?
The AI investing copilots market uses algorithms and machine learning to assist investors in making more informed investment decisions. These solutions analyze vast amounts of financial data, market trends, and individual preferences to provide personalized investment strategies. By automating processes and providing real-time insights, AI investing copilots enhance portfolio management efficiency and accuracy.
Expert Collections
Market Map
Similar Markets
Do you compete within AI Investing Copilots?
Reach more buyers.
Your future customers are researching their next tech solution on CB Insights. Make sure they can find you.