VestAI — Agentic Finance, Research & Strategy Tools
Your Wealth Co-Pilot, in action
Your always-on Wealth Co-Pilot orchestrates Investing, Estate, Succession and Risk—delivering clear actions, rationale, and risk analysis in seconds.
- Demo starting… examples will appear here.
Your Life. Your Wealth.
From your first paycheck to your lasting legacy, we support every chapter of your financial story—anticipating, guiding, and protecting what matters most.
Always by Your Side
Your personal AI wealth partner learns your goals, values, and timelines—delivering hyper-personalised guidance in real time.
Specialist Intelligence, On-Demand
Dedicated AI teams for Investing, Succession, Estate, and Philanthropy—constantly uncovering opportunities and protecting your future.
Clarity That Builds Confidence
No jargon—just crisp insights, clear next steps, and transparent reasoning, so you always understand the ‘why’.
The Wealth Intelligence Suite
An integrated network of specialist AI agents—spanning markets, strategy, risk, real estate, governance, and security—designed to give you clarity, foresight, and control over every dimension of your wealth.
Investing
Navigate markets with the focus and discipline of a world-class CIO.
Guidance that turns market noise into opportunity.
Sector and company insights to guide informed choices.
Proven frameworks to balance risk and growth potential.
Insight, on time. In one place.
Hours of analysis become a notification. Agents surface what matters directly affecting your wealth—right in your existing tools.
Your Strategy, Your Plan
Start free. Scale as you grow. Or build direct with our usage-based API.
Everything you need to know
Concise answers to your most important questions.
Do I need a subscription to use VestAI?
Can I use my own API keys (e.g. OpenAI)?
What are “Stress Testing & Macro Projections”?
- Adjust shocks and assumptions
- Project across multiple time horizons
- Combine multiple factors into complex scenarios
- Explore regime shifts in market conditions
Where is my data processed?
What happens if I reach the limit on my current plan?
What’s the difference between “core agents” and “all agents”?
All agents: Includes every specialised agent, such as advanced strategy, macroeconomic scenario modelling, governance simulations, and optimisation tools.
Where can I find your privacy policy?
Why choose us?
- All-in-one access to research, data, and strategy tools
- Trusted economic & market intelligence, updated in real-time
- Flexible plans — from free exploration to enterprise power
- Secure, Swiss-based cloud infrastructure