korzo
korzo AI is bringing the power of Agentic AI to personal finance, delivering real-time, personalized, and unbiased smart advice for everyone. As a registered investment adviser with the Securities and Exchange Commission (SEC), korzo Financial LLC, a subsidiary of korzo Inc., offers investment strategies and advice through its application, based on each client's specific financial situation. The company is organized as a limited liability company under the laws of the state of Delaware. korzo AI also provides access to market data and alternative data through its application. Investment decisions and portfolio activity services are provided by korzo Financial LLC, with securities-related brokerage and custodial services maintained by Alpaca Securities LLC and cryptocurrency execution and custody services by Alpaca Crypto LLC. korzo® and Unlocking Wealth® are registered trademarks of korzo Inc.
korzo
korzo AI is bringing the power of Agentic AI to personal finance, delivering real-time, personalized, and unbiased smart advice for everyone. As a registered investment adviser with the Securities and Exchange Commission (SEC), korzo Financial LLC, a subsidiary of korzo Inc., offers investment strategies and advice through its application, based on each client's specific financial situation. The company is organized as a limited liability company under the laws of the state of Delaware. korzo AI also provides access to market data and alternative data through its application. Investment decisions and portfolio activity services are provided by korzo Financial LLC, with securities-related brokerage and custodial services maintained by Alpaca Securities LLC and cryptocurrency execution and custody services by Alpaca Crypto LLC. korzo® and Unlocking Wealth® are registered trademarks of korzo Inc.
TL;DR
Product: korzo AI — messaging-first AI Money Advisor that links bank accounts for personalized financial guidance
Industry: Fintech — personal finance / wealth management (AI-driven)
Founded / launch: April 2022
Team size (public): Reported 2–10 employees (profiles list 5)
Funding (disclosed): 1 Pre-Seed round announced Jan 15, 2025 (amount obfuscated)
Company Overview
Problem Domain
Personal finance guidance and wealth management using AI to deliver personalized, real-time advice and advisor tooling.
Founded
2022
Industry
Fintech
Funding Track Record
Disclosed Pre-Seed round listed with amount obfuscated
Investor Signal
“Participated in accelerator programs (Techstars; Plug and Play listed in profiles)”