WealthStep Inc. is a U.S. SEC-registered investment adviser that aims to democratize access to sophisticated investment strategies through its proprietary AI technology. The company's platform, powered by an AI named "Athena," builds, monitors, and manages personalized investment portfolios for its clients. Founded by a team of financial experts and AI engineers, WealthStep's mission is to provide advanced, data-driven wealth management services that were previously only accessible to institutional or high-net-worth investors.

Founded in

United States