The WealthBrainAI Platform
WealthBrainAI is a financial professional networking and AI-powered analysis platform that connects Investors, Advisors, and Analysts — portfolio research, AI-driven insights, document analysis, and professional networking in one secure environment.
Core Features
Portfolio Management
Accounts, holdings, transactions, performance snapshots, and YTD returns in a consolidated dashboard.AI Assistant
Generate reports, analyze documents, and get instant financial insights. Unlimited on paid plans, 50 queries/month free.Networking & Matching
Get matched with professionals based on expertise and goals. Connect and message securely.Meetings & Scheduling
Schedule and manage meetings with video call links and automatic reminders.Research Reports
Generate and consume research reports. Read-only access on the free tier.Collaboration Rooms
Invite participants, share insights, and work together securely in dedicated rooms.Organization & Team Features
Org management, roles (Owner / Admin / Member), and consolidated billing for teams.Enterprise Admin Dashboard
Manage your team, billing, and access controls from a single dashboard.Security & Trust
- Secure authentication with email or Google sign-in, plus multi-factor authentication (MFA).
- Encrypted passwords and role-based access control.
- Stripe-powered billing with a self-serve customer portal.
Experience the platform
Ready to experience
smarter wealth management?
See your financial world in one place—or discover how WealthBrain AI can transform the way you invest, advise, and collaborate.