Directory of AI portfolio management and construction vendors for advisers
The AI FinTech Index holds 6 of them, each graded on the same 15 capability axes from public sources, with the artifact every grade was read from attached to the record.
No vendor pays for inclusion, placement or rating. Counts generated 2026-10-20 across 610 indexed vendors. What moved is in the change log.
The line that organizes this shortlist is who owns the recommendation. A vendor that constructs and manages a portfolio is doing advisory work and should be able to state its regulatory status; a vendor that supports a licensed adviser is not.
What is in this directory. Screened to products that build, manage or explain a portfolio. Reporting and data aggregation are held in the adviser data directory.
Part of the wider Wealth & Advisory AI category.
What the public record shows in this directory
The share of the 6 indexed vendors here whose public record answers each of the nine regulatory questions a financial institution diligence process works through, and where this directory ranks against the other 50 directories in the index on the same question, highest share first. A thin share means the public record is thin, not that a control is absent.
The AI FinTech Index lists 6 AI portfolio management and construction vendors for advisers, graded on 15 capability axes from public sources with no paid placement and no aggregate score. Across this directory the best documented part of the public record is how much the system decides on its own at 83 percent, and the thinnest is AI governance and bias testing at 0 percent, which is 38 highest of 50 directories in the index on that question. Across the whole index of 610 vendors, none documents all nine regulatory axes in public and the average documents 3.61.
Source: AI FinTech Index, August 2026
| Vendor | Category | AI Centrality | Website |
|---|---|---|---|
|
A
Addepar
Addepar is a New York headquartered data and portfolio intelligence platform for investment professionals, founded in 2009 and serving more than 1,400 firms across nearly 60 countries who manage and advise on close to $9 trillion of assets, of which over 40 percent sits in alternatives. Buyers span registered investment advisers, multi family offices, single family offices, private banks, institutions, asset owners, allocators and fund managers, with named clients including Morgan Stanley, AllianceBernstein and the Geneva multi family office Lobnek Wealth Management. The platform unifies multi custodial data, illiquid alternatives and complex legal entity structures into a single portfolio view, and layers analysis, reporting, financial planning, projection through Navigator, and a trading capability launched in late 2024 that replaced the rebalancing technology acquired with AdvisorPeak. The open platform integrates with roughly 650 software, data and consulting partners. Offices run through New York, Salt Lake City, London, Edinburgh, Geneva, Dubai, Pune and Sao Paulo, with about 250 staff across Europe and the Middle East, against annual research spending stated at over $150 million. The AI line has three shipped parts. Addison, launched in March 2026 and available to firms that opt in, is a native experience embedded in the platform that answers natural language questions about performance drivers, exposures and liquidity, understands portfolio structure, alternatives complexity and firm specific entitlements, and returns outputs the company describes as permission aware and traceable, tied directly to the underlying records. Alts Data Management applies machine learning with human verification to extract and normalize private markets data. Intelligent Statements converts unstructured financial statements into review ready files. The company states that Addison originated in research aimed at building a proprietary large language model trained on its own accumulated historical data, and it acquired the workflow automation startup Arcus in May 2025 and folded that capability in. Announced next steps are proactive insight delivery with market aware context and cited sources, plus agentic workflows across data operations, analytics, forecasting and reporting.
|
Wealth & Advisory AI | C | addepar.com |
|
A
ARTBnk
ARTBnk, now trading as ARTDAI, sells art market data, valuation and collection tools to insurers, lenders, banks, family offices, corporate collections, appraisers, advisers, dealers, auction houses and marketplaces. Its products include the ArtQ and AuctionQ auction databases, a collection data management system, the ARTDAI Chat research assistant, enterprise APIs and Real Time Valuation, which uses four proprietary mark to market models. It covers more than 30 million auction records and over a million artists and makers, and publishes more than 350 market indexes that it says are verified on Bloomberg and LSEG. It names Bank of America, Emigrant Bank, Chubb, Aon, Marsh and Berkley One among its partners and customers, alongside Sotheby's, Christie's and Phillips. ARTDAI says it is ISO 27001 certified and offers dedicated enterprise environments. ARTBnk, Inc. has offices in New York and Newmarket, New Hampshire.
|
Wealth & Advisory AI | B | artd.ai |
|
F
ForwardLane
ForwardLane sells Signal Studio, a decision intelligence platform that turns a firm's own data into signals, natural language answers and next best actions, each with a full audit trail. In financial services it serves wealth managers, asset managers and their distribution teams, banks and insurers. It also sells to private markets, real estate, energy and government clients. Advisers can ask questions such as which clients are overweight in tech with upcoming life events, and distribution teams get alerts on adviser moves and money in motion. The platform processes data inside the customer's own warehouse, such as Snowflake, Databricks or BigQuery. It runs on Azure, AWS, Google Cloud, on premise or bare metal, supports bring your own key and language model, and embeds in Salesforce. Plans start at $295 per user a month and fall to $195 at enterprise volumes. ForwardLane says it holds SOC 2 Type II, has served $3.4 trillion in assets and has been in production for eight years.
|
Wealth & Advisory AI | A | forwardlane.com |
|
H
HyperNorm AI
HyperNorm AI sells an AI decision platform to registered investment advisers, wealth managers, fund managers and fintech platforms. It ranks which client portfolios need attention and maps market events, earnings surprises and central bank moves to each client's holdings in plain language. It then suggests actions filtered through each client's risk profile and mandate, with scenario analysis. It also turns client meetings into tasks and portfolio actions and tracks progress toward clients' goals. HyperNorm says it has enriched more than 70 million events, reaches 65 percent directional accuracy on stock and fund price predictions and lets advisers handle four times as many clients. Its privacy policy says data is stored on AWS. HyperNorm AI was founded in 2024 and has offices in Bengaluru and Wilmington, Delaware.
|
Wealth & Advisory AI | A | hypernorm.ai |
|
M
MDOTM
MDOTM builds Sphere, a no code platform that brings AI into an institutional investor's own portfolio process. Banks, insurers, pension funds, family offices, and wealth and asset managers use it in the UK, Europe and the United States. Sphere reads market regimes to form views by asset class, region and sector. Portfolio Studio builds and manages portfolios against each firm's constraints, and StoryFolio drafts portfolio commentary with controlled generative AI. Named clients include UniCredit, Amundi and Sella SGR. MDOTM Ltd is an appointed representative of Thornbridge Investment Management LLP, which the FCA authorizes. It states ISO 27001 and no training on user data. The company was founded in London in 2015 and has offices in Milan and New York.
|
Wealth & Advisory AI | A | mdotm.ai |
|
V
Vise
Vise builds and runs personalized portfolios for registered investment advisers and their clients. Independent advisers, enterprise wealth firms, aggregators and asset managers use it for portfolio construction, tax loss harvesting, rebalancing and trading. The adviser sets each client's strategy, restrictions and tax budget, and Vise's own optimizer builds and manages the portfolio inside those limits. Rebalancing, harvesting and trading run daily on every account, and advisers review and approve changes in batches. It works with custodians such as Schwab, Fidelity and Pershing. Vise names Wealth Enhancement Group, NewEdge Capital and Pure Financial among its users and states more than $140 billion in platform assets. Its advisory arm, Vise AI Advisors, LLC, is registered with the SEC and acts as sub adviser on client accounts. Vise is based in New York.
|
Wealth & Advisory AI | A | vise.com |
Common questions
Is there a directory of AI portfolio management and construction vendors for advisers?
Yes. The AI FinTech Index lists 6 AI portfolio management and construction vendors for advisers, each graded on the same 15 capability axes from public sources, with the artifact every grade was read from attached to the record. No vendor pays for inclusion, placement or rating, no vendor is contacted before it is listed, and nothing sits behind a form. Counts generated 2026-10-20.
What counts as portfolio management for advisers in this directory?
Screened to products that build, manage or explain a portfolio. Reporting and data aggregation are held in the adviser data directory. The index holds 6 vendors meeting that screen, drawn from a wider Wealth & Advisory AI category and from adjacent categories where the vendor belongs on the same shortlist. A vendor filed under a different category can still appear here, because a buyer building this shortlist does not sort by our filing.
What should a buyer check before shortlisting portfolio management for advisers vendors?
Start with what this segment does not publish. Across the 6 indexed vendors, the thinnest parts of the public record are AI governance and bias testing at 0 percent, deployment model and data residency at 17 percent, and which models sit underneath at 17 percent. A thin public record predicts the length of a diligence process rather than the absence of a control, so these are the questions to put in writing early. The line that organizes this shortlist is who owns the recommendation. A vendor that constructs and manages a portfolio is doing advisory work and should be able to state its regulatory status; a vendor that supports a licensed adviser is not.
Comparisons inside this directory
Other directories in Wealth & Advisory AI
One category is several buying decisions sharing a label. Each of these narrows the same market to a different one.