Aerovest

Aerovest is an AI-powered financial platform designed to help retail investors understand their finances and make more informed decisions. It brings authorized accounts and assets together to provide a consolidated view of wealth, while offering tools to track investments, assess portfolio risks, identify potential opportunities, and explore tax-saving strategies. Users can also access AI-powered financial insights, goal and wealth projections, market briefings, research, and an investor calendar. For active and algorithmic traders, Aerovest describes a workspace with real-time charts, Python-based strategy backtesting, and systematic order execution.

The platform emphasizes user control: financial data is processed locally where possible, and cloud syncing is optional and requires permission. Aerovest says it does not sell personal financial data. A free plan includes essential features, while premium features are described as offering advanced insights, monitoring, analytics, and tax optimization; early users can currently access premium features for free. Aerovest is onboarding early users through a waitlist.