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Streetbeat
Streetbeat is a financial-services company offering an enterprise AI platform and an AI-powered investing app. Its products support wealth managers, financial institutions, and individual investors with portfolio management, investment intelligence, compliance workflows, and AI agents.
Wilmington, USA
Streetbeat Wealth
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Description
Streetbeat Wealth is a modular AI platform for wealth-management organizations. It connects with CRMs, calendars, email, portfolios, trading platforms, client data, compliance tools, and other financial systems. Its next-best-action engine monitors connected systems to prioritize advisor opportunities, while its AI copilot supports natural-language data queries, portfolio building, meeting preparation, client segmentation, compliance verification, and performance analytics. The Streetbeat Wealth API is presented as a full white-label solution for enterprise scalability.Category: AI Agent Platform
Streetbeat Marketing
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Description
Streetbeat Marketing is a Streetbeat solution for wealth-management teams. It provides AI-powered advisor targeting, campaign automation, attribution and conversion analytics, audience personalization, workflow automation, and integrations with CRM, automation, and content tools. The offering emphasizes enterprise security, data governance, and compliance for financial services.Category: Customer Engagement Platform
Streetbeat Retail
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Description
Streetbeat Retail is Streetbeat’s personal AI investment platform for individual investors. It continuously monitors portfolio holdings and analyzes news and sentiment, while its intelligent chat supports market education, portfolio tracking, and optimization. Its robo-advisory capabilities include AI portfolio creation, order execution, monthly automatic rebalancing, and custom investment theses; it is also available as a white-label solution for brokerage and banking applications.Category: AI Agent
Streetbeat Agent Factory
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Description
Streetbeat Agent Factory lets organizations visually create, test, deploy, manage, and continuously optimize AI agents. It includes configurable rules and compliance guardrails, sandbox testing with real data, centralized version control and rollback, real-time monitoring, and operational analytics.Category: AI Agent Platform
Streetbeat App
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Description
Streetbeat App provides mobile and web investing experiences centered on its AI investment advisor, Warren. Users can ask about markets and investing concepts, analyze and optimize portfolios, create AI-curated or customized portfolios, and use automated rebalancing. Its Portfolio Pulse AI agents monitor news for portfolio-relevant developments and send real-time alerts with actionable insights.Category: AI Agent