Streetbeat

Configurable agents prepare advisers for meetings, suggest next best actions and rebalance portfolios, so the models carry nearly everything the product does.

Advisors review suggested actions, critical decisions can require human sign off, and suitability checks run before portfolio changes. The consumer app's automated investing runs through a separate path whose controls aren't described.

Tamper evident audit logging, covered by patent filings, and workflows built to be auditable give a validator something to work with. No accuracy figure covers what the agents actually produce.

Up to 15 hours a week of adviser capacity and 25 to 35 percent more revenue per adviser are labeled as modeled estimates, and no institution is named as a customer.

Client data doesn't train shared Streetbeat models, a commitment that carries stated exceptions for certain deployments and third party provider terms, and client dedicated deployments keep each institution apart.

Encryption covers client data at rest and in transit, and a business to business privacy policy, updated September 23, 2026, is published as a separate document. No subprocessor list appears on the security page.

SOC 2 Type I and Type II examinations are stated, alongside more than 30 patent filings on agent security, but there's no public trust portal.

An SEC registration, with a Form ADV filed in March 2026, covers the consumer app run by Streetbeat LLC, while the institutional technology is sold separately by Nowcasting.ai, Inc.

Automated portfolio construction for retail clients is where uneven treatment would show, and beyond a mention of internal AI governance, no fairness policy or outcome analysis is published.

Responsibility for configuration, suitability and final decisions sits with the institution, and Streetbeat publishes no remediation process for an error in its own software.

OpenAI, Anthropic and Google's Vertex AI are named as model providers, though no market data supplier or subprocessor list is given.

CRM, portfolio and market data connections are claimed without a single system named, and there's no API documentation.

Institutions can run the platform on premise or in their own cloud, keeping client data inside their perimeter, though a Streetbeat managed deployment has no stated region.

Enterprise engagements are scoped to each institution's workflows with no published price, and the consumer app's fee schedule says nothing about what the platform costs.

Banks, insurers and wealth managers are named buyers with suites for advisors, retail investing and operations, though finance is now the lead market rather than the only one, with nonprofits and manufacturers also on the list.