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AI-Driven Portfolio Assistant
Sector: Fintech / Generative AI for investment platforms
Product: White-label, multi-agent financial AI platform for brokerages and wealth managers
Founded / Legal: WNSTN Inc., incorporated in Delaware
Funding: Pre-Seed round announced 2024-08-10; total funding reported as $1,000,000 (USD)
Team size (approx.): ~10 employees
Modernizing investment management and client engagement for brokerages and financial institutions using specialized AI while addressing compliance needs.
Financial technology
Pre-Seed round announced on 2024-08-10; some sources redact the raised amount.
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