By providing your information, you agree to our Terms of Use and our Privacy Policy. We use vendors that may also process your information to help provide our services. This site is protected by reCAPTCHA Enterprise and the Google Privacy Policy and Terms of Service apply.
Currently investment advice is a human driven industry; conversations need to happen in order to make investment sales. Also, relationships are the name of the game and they need to be maintained in order to provide timely advice to investors. Through the use of Tech (in the form of conversational AI), we aim to build an affordable proposition for the end consumer which is scalable.