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 see it in action? Create your free account or request a personalized demo.