What it sells
AI advisor for retail investors
Business model breakdown
Buyer: who owns the budget?
UnverifiedIndividual investors paying by subscription.
Trigger: what makes them buy now?
Wants real answers about own holdings (e.g. paycheck investing, Roth vs 401k, why portfolio is down) instead of fee-based advisors.
Workflow: what inputs become what output?
Link brokerage via Plaid, ask by text or call, get recommendations based on holdings and risk profile, receive filtered market updates.
Economics: what it saves and how it charges
Flat monthly subscription instead of AUM fees; raised $5M seed.
Distribution: how it reaches customers
Consumer app download with free trial; TikTok/Instagram presence.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2025 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.