Early Access — Waitlist Open

AI-powered
advisor software.
Built for you.

QuantaWealth gives advisors AI research tools — portfolio intelligence, meeting prep, regime detection, life-event monitoring — continuously, under your brand.

Live

Regime detection

Paper

QuantaEdge trading (simulated)

Beta

Advisor software

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Early access members receive founding pricing and direct input on the product roadmap.

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Enterprise-grade security

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How it works

Three steps to a smarter practice.

No complex onboarding. No months of setup. Connect your data, let AI learn your clients, and start delivering better outcomes immediately.

Step 01

Connect your practice

Link your custodian, CRM, and client data. QuantaWealth ingests your existing workflows — no migration headache, no data re-entry.

Step 02

AI learns your clients

Our agents analyze portfolios, detect life events, monitor risk, and generate meeting briefs — continuously, 24/7. Every insight runs under your brand.

Step 03

Serve more, better

Designed to cut meeting preparation so you can spend more time with clients — while every interaction stays personal.

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What we're building

Four products. One platform.
Built to compound intelligence over time.

For RIAs & AdvisorsPhase 2

Advisor OS

Complete practice management powered by AI. Automate meeting prep, performance reporting, compliance documentation, and client communications — while AI surfaces the insights that make you a better advisor.

AI Research PlatformPhase 3

Wealth Intelligence

Institutional research for any portfolio. Upload client holdings for AI-powered analysis, tax intelligence, real estate evaluation, and net worth planning.

Foundation LayerLive Now

Market Regime Detection

Running live. Continuously classifying market conditions across trend, volatility, and correlation — a research input for QuantaWealth and QuantaEdge.

For Active TradersPhase 2

QuantaEdge

A trading-research lab: ideas are tested against statistical controls, the few that survive are forward-tested on simulated paper accounts, and every result is published — including the failures. Nothing trades live.

Built for independent advisors

Your practice.
Your brand.
Powered by AI.

QuantaWealth Advisor OS handles the 65% of your week consumed by administration — while surfacing insights that make every client conversation more valuable. Every output runs under your firm name. Clients never see QuantaWealth.

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100%

white-label — your brand always

Meeting intelligence

Auto-generated briefing before every client call — portfolio performance, recent transactions, life events, and suggested talking points.

Life event detection

AI monitors client communications for marriage, divorce, job change, inheritance, retirement, and home purchase — then surfaces relevant planning actions automatically.

Client financial tracking

Track income, expenses, debt, and cash flow per client.

Proactive client monitoring

Detects at-risk clients before they leave. Flags portfolio drift, missed check-ins, and engagement drops — with suggested outreach ready to send.

Real estate & document intelligence

Upload rent rolls, operating statements, and appraisals. AI analyzes cash flow, finds comparable sales, and builds discounted cash flow models using market-standard assumptions.