The Agentic Front Office for Wealth Teams
Portfolio AnalyticsRisk Tolerance & Client Profiling
AI Innovation & ImpactProduct or Service Innovation, Investment ManagementAI Innovator of the Year
The Patchwork Problem
You're the integration layer. You shouldn't have to be.
Three tools. Five tools. Twelve tools. None of them talk to each other, so your team does, manually, every single day.
DeepVest connects them into one workspace automatically, so your team doesn't have to.
DeepVest
Workspace
Scattered tools → one contextual workspace
Four Powerful Tools. One Connected Workspace.
Portfolio analysis, prospect insights, and institutional data, all with complete compliance audit trails.
AgentLab
AI-powered portfolio analysis
Ask complex questions and get answers from specialized investment agents: natural language optimization, scenario modeling, stress testing, and rebalancing, fully documented.
Save 15 hours/week on portfolio analysis
AdvisorLab
Win clients faster
Turn prospect account statements into comprehensive diagnostics and client-ready proposals in minutes: hidden fees, tax inefficiencies, concentration risk, allocation gaps.
Under 15 minutes to analysis
DataLab
Institutional data, instantly
A fully AI-native data terminal with cross-asset coverage: equities, ETFs, crypto, forex, commodities, rates, and macro. Chart, analyze, and converse with the data.
Cross-asset coverage, one terminal
MonitorLab
Always-on market monitoring
Set sophisticated alerts across securities, portfolios, earnings, and macro events in plain English. MonitorLab evaluates signals continuously so nothing actionable slips by.
50+ signals monitored in real time
All Four Tools Run on the Same Foundation
Not five apps stitched together. One system that remembers every household, portfolio, and rule, whether that context lives in DeepVest or comes from your CRMs, custodial, and risk data. That's what makes personalization possible at scale, not the same templated pitch for every client.
Your custodians and CRMs stay exactly as they are. DeepVest connects to them rather than replacing them.
Want to see more?
DeepVest Research
Same question. Different answer.
An advisor runs a portfolio analysis on Monday and gets a Sharpe ratio of 1.19. On Thursday, preparing for the client review, she runs it again and gets 0.87. She presents the Monday number. There is no way to know which one was right.
We asked six AI systems the same ten financial questions, five times each, in fresh sessions. One returned identical, accurate answers every time. The most troubling result was not the tools that disagreed with themselves. It was the one that agreed every time and was wrong.
Full methodology, ground truth validation, and results for all ten questions.
Same portfolio · Same question
- Monday
- 1.19
- Thursday
- 0.87
An AI tool that answers differently on different days cannot produce a defensible audit trail. One that is consistently wrong produces documentation that is confidently incorrect.
See DeepVest in Action
Watch how wealth teams use DeepVest in one workspace: portfolio analysis, client proposals, and practice growth, all with a complete compliance audit trail.
Built for firms of every size
Augment or Replace. You Choose.
Whether you're consolidating a growing practice or protecting an investment you've already made, DeepVest fits the way your firm actually operates.
Small Firms
Skip the patchwork entirely. Run your whole practice from one front-office workspace.
- Institutional-grade analytics without a research team of your own
- Win clients in the first meeting with real-time diagnostics
- MonitorLab watches every account automatically, no dedicated ops person needed to catch what matters
- Standardize the process from day one, before growth makes inconsistency expensive to fix
“I finally have the tools of a much bigger firm, without hiring one.”
Growing Firms
Standardized process, personalized for every client.
- AgentLab gives junior advisors senior-level portfolio analysis
- Firm-wide policies and supervision rules enforced automatically, so quality doesn't depend on which advisor a client gets
- Every client's proposal still draws on their own portfolio and goals, not a shared template
- Complete audit trails for compliance supervision
“My junior advisors now deliver the same quality analysis as my most experienced PM.”
Large Firms
Institutional-grade analysis, without disrupting how the firm already runs.
- Connects around the CRMs and custodians already in place, no migration project required
- No disruption to compliance and supervision workflows already in place
- Cross-asset data and portfolio analysis at the depth your largest accounts already expect, now available firm-wide
- AdvisorLab keeps every advisor's proposals at the same institutional standard, even across a large, distributed team
“We didn't have to change anything about how we run the firm. DeepVest just made it sharper.”
Proposal Generation
Win the Client in the First Meeting.
Turn a prospect's account statement into a proposal before the meeting ends. No callback, no waiting: just a clear, branded plan they can say yes to on the spot.
Most advisors cover their subscription with a single new client.
Traceable by Design
Every Recommendation Traces Back to One Analysis.
The analysis that finds the answer is the same analysis that explains it to your client. No handoff to a separate system reconstructing what already happened elsewhere.
- Agentic CIO Analysis
- Portfolio Analysis
- Risk Assessment
- Stress Testing
- Suitability Review
- Proposal Generation
- Client Meeting Prep
Built for Regulatory Scrutiny
The only workspace designed with compliance officers, not against them.
Built with compliance officers from the start, so the controls a firm needs are part of the workspace rather than bolted on after.
Hallucination-Free by Design
The AI orchestrates. Deterministic tools do the math.
Verified against institutional data, every time. Nothing here is generated. Every number traces back to source data.
- 50 years of market data from institutional providers
- Real-time SEC filings and earnings transcripts
- Verified macro indicators and economic data
- Full transparency into data sources
- Deterministic financial engines
- Verified institutional data
- Complete audit trail
Complete Audit Trails
Every conversation, analysis, and output is logged with timestamps, data sources, and reasoning. SEC examiners can review exactly how you arrived at each recommendation.
- Full conversation history with timestamps
- Data source transparency for every claim
- Exportable audit reports for exams
- No black boxes: everything is traceable
Human Exam Support
Our compliance experts are available during regulatory exams to help you explain your AI usage to examiners.
- 24-hour response time for surprise exams
- Human experts who understand SEC requirements
- Sample documentation templates
- Exam preparation guidance
Zero Client Data Training
Your client conversations and portfolio data are never used to train our AI models. When you pay for DeepVest, you are the customer, not the raw material.
- No training on your client data, ever
- No data selling or licensing
- No secondary monetization of your information
- SOC 2 Type II certified security
Institutional-Grade Security
Designed from the ground up for regulated use with enterprise-grade security controls.
- SOC 2 Type II certified
- Role-based access controls
- Activity logging and monitoring
- Encrypted data at rest and in transit
Firm Governance
Policies and supervision rules enforced automatically across every advisor, not left to individual judgment.
- Firm-wide investment policy applied consistently
- Supervision rules enforced at the workspace level
- Consistent quality regardless of which advisor a client gets
- Exceptions surfaced for review, not buried
Independently Audited
SOC 2 Type II Certified
DeepVest has completed a SOC 2 Type II examination covering the security, availability, and confidentiality of the workspace, the same standard institutional vendors are held to.
- Independent CPA audit. Examined by a licensed, independent CPA firm under AICPA attestation standards.
- Security, availability & confidentiality. Controls covering the trust services criteria that matter most for client data.
- Tested over time. Type II means controls are tested for operating effectiveness over months, not a single day.
Trusted by Financial Advisors
From solo RIAs to advisors at multi-billion-dollar firms.
DeepVest is the compliance-first AI workspace financial professionals choose.
$0B+
AUM Using DeepVest
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Avg. Prospect Analysis
As Seen On
Independent coverage of the shift to agentic wealth tech.
What wealth teams say after switching.
“The DeepVest team has been exceptional - collaborative, receptive to feedback, and quick to act on improvements. They've gone above and beyond with weekly training sessions and hands-on help optimizing our use of the platform. It's the kind of partnership that makes technology actually work in practice, not just in theory.”
Brandon Stoller
Certified Financial Planner, Korhorn Financial Group, Inc.
“I won't use AI I can't explain to regulators. DeepVest shows me exactly how it arrived at every recommendation. The data sources, the logic, the calculations. No black boxes. I can defend every decision.”
Matt Kolesky
President, Arbor Capital Management
“DeepVest has transformed what is possible in portfolio construction. Its sharp insights and robust analytics empower us to make data-driven decisions with confidence.”
Sarah Baldwin
Portfolio Manager, Longboard Asset Management
“DeepVest is the single greatest investor tool ever created. It turns hours of analysis into seconds and gives advisors a level of insight and speed that was previously unimaginable.”
Mike Lee
Founder, Michael Lee Strategy
“Deepvest is an incredible tool that helps me quickly synthesize the impact of current events on portfolios while significantly reducing research time. It gives me access to insights that would be far more expensive and much slower to obtain through traditional human research alone. Deepvest is the future of investment research, available today.”
Kurt Brucker
Founder & Wealth Advisor, Brucker Wealth
Ready to Transform Your Practice?
Your Team's Best Work For Every Client. The Whole Firm Grows Faster.
Join wealth teams using DeepVest to win more clients, standardize their process, and scale without sacrificing the personal relationship.
DeepVestThe agentic front office for wealth teams. The AI orchestrates, deterministic tools do the math.
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