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DeepVest
AI workspace for RIA portfolio analysis, prospect diagnostics and proposals
DeepVest, previously named Benjamin AI, gives RIAs and wealth teams a single AI workspace for portfolio analysis and optimisation, diagnosis of prospects' existing statements, proposal generation, a cross-asset data terminal and plain-English market monitoring. Early users are independent advisory firms such as Korhorn Financial Group and Arbor Capital Management.
GAII take
Competes with incumbent proposal tools; test statement-ingestion accuracy across custodians and integration with existing CRM and portfolio accounting.
Competes with incumbent proposal tools; test statement-ingestion accuracy across custodians and integration with existing CRM and portfolio accounting.
- Website
- deepvest.ai
- Company type
- Startup
- Status
- Active
- Founders
- Toby Wade, Piotr Pomorski
- Named customers
- Korhorn Financial Group, Longboard Asset Management, Arbor Capital Management, Brucker Wealth, Michael Lee Strategy
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Portfolio constructionRisk & monitoringFundraising & deal origination
- Ai capability
- Agents & automationDocument extractionSearch & RAG
- Delivery
- SaaS application
GAII ID GAII-T0136 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.