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Est. 2026The front page of wealth managementNew York

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WM Brighton Jones: Keeping It Personal For the Long RunIN High-net-worth clients want more than portfolios, AssetMark study confirmsWM Views from 6,230: Why The Fed Is Wrong on StocksWSR AssetMark Research Finds Gaps In Private Wealth ServicesIN Small 401(k) balances erode after job changes, new research showsWM AssetMark Launches Private Wealth Program for AdvisorsKC Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)IN IPO lockup expirations put concentrated stock risk on advisors’ desksIN FINRA and SIFMA Foundation tackle youth investing knowledge gapWSR Exclusive Interview: Cambridge CEO Amy Webber: “We Aren’t Selling To LPL, Or Any Other Firm”

Boosted.ai

AI investment research platform for monitoring portfolios and drafting memos.

Research and documents

boosted.ai

Boosted.ai's Alfa platform monitors companies, portfolios and markets, flags material events and produces research briefs and memos that link to filings and transcripts. The company says it sells to investment teams, brokerages and individual investors rather than only to advisors.

Boosted.ai was founded in 2017 and is based in Toronto and New York. It announced a bridge round of about US$15 million in November 2024, which it said brought total funding to $61 million.

What it does

  • Event monitoring
  • Sourced research briefs
  • Investment memos
  • Alerts
  • APIs for brokerages

Coverage

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