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Benjamin AI Now DeepVest

Rebranded Company Positioned for Accelerated Growth and Success in Serving High Net Worth and Ultra-High Net Worth Wealth Managers Across the Industry


Benjamin AI, the leading AI-driven investment analytics and research platform for family offices, RIAs, and institutions, today announced its rebrand to DeepVest. The new identity reflects the company's rapid evolution and its ability to deliver comprehensive, institutional-grade analytics faster, more accurately, and with greater customization than any traditional provider in the market.

“Technologists are precise by nature when it comes to aligning names with concepts, and our rebrand to DeepVest is no exception,” said Dr. Toby Wade, CEO and Co-Founder. “When we launched as an AI innovator for institutional investors and wealth managers, we knew investment research and analytics needed transformative disruption more than any other segment. We also knew our team was uniquely positioned to deliver it.”

Dr. Wade continued, “We're building a future where investors move from question to actionable insight in seconds, not days. DeepVest represents the deep intelligence and advanced technology we're bringing to every stage of the investment process.”

Expanded Solutions, Accelerating Growth

Already powering investment decisions for thousands of users worldwide, DeepVest's platform unifies strategy backtesting, portfolio optimization, stock screening, event backtesting, thematic baskets, macroeconomic analysis, real-time market news, and research within a seamless AI-powered experience. The platform delivers:

  • Turning Analytics from Days to Seconds. DeepVest gives investors instant answers. Backtests, portfolio optimization, and macro analysis that once took hours or days now complete in moments.
  • Backing Every Answer with Institutional-Quality Data and Code. DeepVest combines proprietary Agentic AI with institutional-grade datasets and custom-built backend infrastructure. Every insight is rooted in accuracy and rigor, not approximation.
  • Driving Superior Performance Through Advanced Research. Investors and wealth managers gain access to safeguards against overfitting, embedded risk models, and statistical robustness—tools designed to deliver stronger, data-driven outcomes.
  • Instant Portfolio Analytics with Embedded AI. DeepVest identifies gaps, risk exposures, and thematic opportunities in portfolios within seconds, empowering investors to optimize strategies effortlessly.
  • Institutional-Grade Tools, Natural Language Simplicity. By combining sophisticated quantitative models with a conversational interface, DeepVest makes advanced financial tooling accessible to everyone—from hedge fund managers to independent advisors—without requiring coding expertise.

A Platform Built for the Future of Investing

“With this rebrand, DeepVest is positioned to capture a significant share of the $90 billion global investment analytics market,” said Dr. Piotr Pomorski, CTO and Co-Founder. “The accelerating adoption of our platform demonstrates our leadership in defining the next generation of AI-driven investment research. We're just getting started.”

About DeepVest

Previously operating under the Benjamin AI brand, DeepVest is the leading AI-driven investment analytics and research platform for institutional investors, family offices and RIA firms serving high net worth (HNW) and ultra-high net worth (UHNW) clients. Backed by venture capital investment and founded by pioneers at the intersection of AI and financial services, DeepVest is transforming investment research with the delivery of comprehensive, institutional grade analytics on a more rapid, accurate, actionable and customizable than any traditional solutions providers in the marketplace today. For more information, please visit www.deepvest.ai.

Disclaimer: This content is for informational and educational purposes only and does not constitute investment, financial, or professional advice. Views expressed are those of the author and do not necessarily reflect DeepVest’s official position. DeepVest is a technology platform providing analytical tools—not a registered investment advisor, broker-dealer, or financial institution. Our tools are designed to support the independent judgment of financial professionals, not replace it. Nothing herein constitutes a recommendation to buy, sell, or hold any security or adopt any investment strategy. Portfolio analyses and examples are illustrative only and do not represent actual outcomes or guarantee future results. Consult qualified financial, legal, and tax professionals before making investment decisions. DeepVest disclaims all liability for decisions made in reliance on this content.


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AI-powered portfolio intelligence for financial advisors. Institutional-grade analysis, zero hallucinations, fully auditable.

    Benjamin AI Now DeepVest | DeepVest