The wealth platform with 20 AI agents inside.
An AI-native platform that runs alongside your team — surfacing opportunities, risks, and recommendations continuously across every client. Built end-to-end for high-net-worth advisory.
one platform
now underway
coverage
Legacy wealthtech wasn't built for AI.
Generic AI wasn't built for wealth.
Incumbent platforms are point tools bolting chatbots onto twenty-year-old codebases. Generic AI invents facts under pressure, can't be audited, and has never read a trust document. In a market where one mistake costs a client millions — and the firm its license — neither answer is acceptable.
Confident, fluent, and wrong.
General-purpose models invent facts under pressure — exactly when the stakes demand they don't. In fiduciary work, plausible isn't enough.
Decisions you can't defend.
When the SEC, a board, or a beneficiary asks why — "the model said so" doesn't hold. Trust without traceability isn't trust at all.
Smart, but not specialized.
A chatbot knows everything shallowly. Wealth advisory demands agents that have read the regs, modeled the TCJA sunset, and understand a SLAT.
AI-native architecture
by design.
We don't fine-tune general models and call it product. VirtusAI is a purpose-engineered multi-agent system, vertical to wealth advisory, auditable by default, and built around three patent-pending methods that no incumbent — and no published research — has solved.
AI-native, not retrofitted.
Built around autonomous agents from day one. Incumbents bolt chatbots onto twenty-year-old codebases. We started from the agent up.
Patent-pending innovations.
Multiple patent-pending methods purpose-built for the failure modes that have kept AI out of fiduciary work. Documented, defensible, and ours.
SEC 204-2 by default.
Every agent decision is logged, attributed, and explainable. Audit trail required for AI-generated recommendations — built in, not bolted on.
Advisor stays principal.
Twenty agents amplify your expertise; they do not replace your judgment. Every recommendation flows through advisor approval — never autonomous on the client.
VirtusAI Wealth
Intelligence Platform.
Wealth Advisory
Intelligence.
One unified workspace where 20 specialist AI agents run continuously alongside your team — generating client health scores, predicting issues before they surface, and drafting every recommendation with a defensible audit trail. Incumbents are point tools. VirtusAI is the operating system.
- AI Command Center
- Portfolio Intelligence
- Estate & Wealth Transfer
- Advisor Copilot
- Meeting Intelligence
- Compliance & Audit
Client Portal AI
HNW clients ask portfolio, tax, and estate questions 24/7 — through a restricted self-service view scoped only to their own data.
Advisor Copilot
Auto-generated meeting prep briefs in 5 minutes. Plain-English search across your entire client book. Multi-agent workflow orchestration.
White-label build-outs
For enterprise wealth firms and platforms ready to embed AI-native intelligence under their own brand. Dedicated tenant, custom agents, SLA.
What an AI-native platform
actually changes.
Not faster client meetings. Not better PowerPoints. A fundamentally different operating model — where every client gets continuous senior-advisor attention, every recommendation is defensible by default, and the firm scales without compromising the depth of advice.
Every client. Every day. Continuous.
AI specialists work across your entire client book around the clock — surfacing opportunities and risks days before they need attention. No client falls through the gaps between quarterly reviews.
Every action, audit-ready.
Every recommendation ships with citations and a complete audit trail. When the SEC, a board, or a beneficiary asks why — the answer is documented and ready. Built for SEC Rule 204-2.
One advisor. More households.
Senior-advisor expertise applied to every relationship, simultaneously, at depth no single human could sustain. Grow the book without diluting the quality of advice — or hiring proportionally.
See VirtusAI
in your firm.
Boutique RIAs, growth firms, and multi-family offices: book a working session and see twenty AI agents run against your real workflow — estate, tax, portfolio, compliance.
hello@virtusai.ai →Backing AI-native
wealthtech?
We're building the AI-native operating system for $30T of HNW advisory — at the start of an $84T generational wealth transfer. If that thesis resonates, we're talking with a small circle of aligned partners.
investors@virtusai.ai →