Personal investing, powered by an autonomous AI copilot

Perfient continuously monitors markets, analyzes your portfolio, and delivers evidence-backed investment recommendations with clear explanations — so you can invest confidently without the heavy lifting.

Explainable Recommendations

Every suggestion includes the top‑3 evidence bullets and data sources.

Agentic Monitoring

24/7 monitoring of price, news, filings and sentiment — tailored to your preferences.

Personalized Investment

Every response, every recommendation, every plan is personalized based on your financial profile and preferences.

How Perfient works

  1. Ingest: We pull market prices, filings, earnings transcripts, news and social signals.
  2. Retrieve: Vectorized evidence retrieval surfaces the most relevant documents and headlines.
  3. Analyze: Our agentic LLM synthesizes evidence, produces a score and lists the top reasons.
  4. Act: You review recommendations and confirm any trade.

Built on a hybrid stack: embeddings + LLM reasoning + a deterministic risk layer for safety.

Pricing

Starter

Free
  • 100 credits/month for investment related queries

Pay-As-You-Go

Usage based pricing
  • Own personal finance profile
  • Personalized Investment Plan
  • Portfolio management
  • Own ETF like Stock basket
  • Automated Trade

Enterprise

Custom pricing
  • API access & licensing
  • White-label & compliance support
  • Dedicated account manager

Get early access

Join the beta cohort and test Perfient — we prioritise founders, fintech-savvy users, and advisors.

Contact: vignesh.selvaraj@perfient.com