AI decision intelligence layer for capital markets that delivers explainable trade ideas and market research
White-label client dashboard for AI voice agent agencies
Stage
Not given
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Founded
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Based in
BG
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Pricing model
Freemium
Freemium
Pricing
Free tier and paid subscription plans available. Free trial of 7 days offered for new subscribers.
Starter: $1,200/year (save $240 with annual billing, or $120/month), includes 3 clients and $15/client for additional clients. Growth: $3,000/year (save $600 with annual billing, or $300/month), includes 5 clients and $12/client for additional clients. Ultimate: $6,000/year (save $1,200 with annual
Key features
Customizable widgets with iFrame or web component integration
Programmable API layer for custom agents and workflows
Audit trails and model governance for regulated markets
Real-time market data integration including filings and earnings calls
Multi-agent reasoning architecture
Community Discord for self-directed investors
White-label client dashboard for analytics and service management
Visual workflow builder to automate agent-to-app integrations
Support for Retell, Vapi, and ElevenLabs agents
Automated usage-based billing connected to Stripe
Unlimited workflow transactions included
Custom domain and branding options
Secure client onboarding for API integrations
Pre-built workflow solution library
HIPAA compliance and Business Associate Agreement available
What makes it different
Autonomous AI agents that research and evaluate trades instead of just providing data or chat
Thesis-driven trade ideas with conviction levels, not generic signals
Built for regulated markets from inception with compliance infrastructure
Already in production with measurable impact on engagement and retention
Measurable alpha with lower drawdowns compared to Buy & Hold
Eliminates need for manual invoicing and spreadsheet-based client management
Removes dependency on separate workflow automation tools like Zapier
Supports multiple billing models and performance-based pricing options
Allows tiered service delivery with customizable client portal access
Native workflow engine built for reliability without webhook complexity