The Agentic Front Office for Wealth Teams
Your Team's Best Work For Every Client. The Whole Firm Grows Faster.
Proposal generation, financial planning, market data, portfolio analysis, and continuous monitoring, all remembered in one workspace. Institutional-grade investment analytics, connected to the CRMs and custodians you already use.
Hallucination Free By Design: The AI orchestrates. Deterministic tools do the math.
- Portfolio Analytics
- Risk Tolerance & Client Profiling
- AI Innovation & Impact
- Product or Service Innovation, Investment Management
- AI 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.
- CRM
- PLANNING
- RESEARCH
- ANALYTICS
- RISK
- SPREADSHEETS
DeepVestWorkspace
Scattered tools → one contextual workspace
Five Powerful Tools.
One Connected Workspace.
Proposal generation, financial planning, market data, portfolio analysis, and continuous monitoring, all with complete compliance audit trails.
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
Turn prospect account statements into comprehensive diagnostics and client-ready proposals in minutes: hidden fees, tax inefficiencies, concentration risk, allocation gaps.
Under 25 minutes to analysis
One connected plan across retirement, taxes, investments, estate, and more: deterministic calculators run the numbers, the AI proposes, and the advisor decides.
11 domains, 53 cross-domain links
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
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
Want to see more?
All Five 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.
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.
- 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.
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.
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.
Move the slider to your firm size
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.”
DeepVest Day One
Built for RIAs from day one.
New and emerging RIAs get the full DeepVest workspace for $100/month per advisor for their first 12 months. The same agentic front office established firms run on, without the overhead.
First 12 months, per advisor
$100/month
Standard price $500/month
- 12-month term
- First two years of operation
- 3 or fewer advisors
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.
- Verified institutional data
- Deterministic financial engines
- Complete audit trail
- 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
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
- No black boxes: everything is traceable
- Exportable audit reports for exams
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
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
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
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
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.
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.
Trusted by Financial Advisors
From solo RIAs to advisors at multi-billion-dollar firms.
DeepVest is the compliance-first AI workspace financial professionals choose.
As Seen On
Independent coverage of the shift to agentic wealth tech.
What wealth teams say after switching.