Wealth management workflows
Provides an AI copilot for portfolio building, analysis, and rebalancing, aimed at financial advisors working on client portfolios.
Streetbeat
ClaimStreetbeat is an AI platform for financial services, built for advisors, banks, fintechs, and investors with SEC registration and SOC 2 compliance.
What Streetbeat is
Streetbeat is an AI platform for financial services that positions security and compliance at the center of its product story. The homepage describes it as enterprise-grade AI for finance and identifies the company as an SEC-registered investment adviser with SOC 2 Type I and Type II certification.
The site presents Streetbeat as a platform with multiple products for different financial workflows, including wealth management, retail investing, agent orchestration, marketing, and a consumer investing app. Its stated purpose is to help financial organizations and investors apply AI in regulated contexts while working within compliance and security requirements.
Core capabilities
White-label retail investing
Offers a white-label AI investing platform for banks and fintechs that want to present an AI-powered investing experience under their own brand.
Agent orchestration
Includes no-code AI agent orchestration with compliance guardrails, which suggests teams can create and coordinate agents without building everything from scratch.
Client engagement marketing
Supports AI-powered client acquisition and engagement through a marketing dashboard focused on financial services workflows.
Mobile investing companion
Provides an AI-powered personal investing companion for iOS and Android users through the Streetbeat App.
Common use cases
Portfolio management for advisors
Advisors can use Streetbeat Wealth to build portfolios, review holdings, and rebalance client accounts with an AI copilot focused on financial workflows.
White-label investing experiences
Banks and fintechs can use Streetbeat Retail as a white-label investing experience when they want AI-driven investing features presented under their own brand.
No-code agent orchestration
Teams can use Agent Factory to orchestrate AI agents without code while keeping compliance guardrails in place for regulated processes.
Client acquisition and engagement
Financial marketing teams can use Streetbeat Marketing to support client acquisition and engagement with AI-powered workflows.
Mobile investing support
Individual investors can use the Streetbeat App as a personal investing companion on mobile devices.
Pros and Cons
Pros
- Clearly framed around financial services rather than generic AI use cases.
- States SEC-registered investment adviser status and SOC 2 Type I and Type II certification.
- Offers multiple solution areas for different financial workflows.
- Lists four granted patents related to AI defense, portfolio construction, rebalancing, and financial intelligence.
Cons
- The available sources do not provide pricing, so cost structure and packaging are unclear.
- The site content does not include detailed integration documentation, so connected systems cannot be confirmed from the provided evidence.
FAQ
What is Streetbeat used for?
Streetbeat positions itself as an AI platform for financial services, with solutions for wealth management, retail investing, marketing, and compliance use cases. The homepage does not describe a self-serve setup flow or implementation timeline.
Is Streetbeat designed for regulated financial teams?
The homepage says Streetbeat is an SEC-registered investment adviser, SOC 2 certified, and built with compliance guardrails. It is intended for financial organizations that need AI tools designed around regulated workflows.
What teams or products does Streetbeat cover?
The source page lists separate solutions for advisors, banks and fintechs, internal agent orchestration, client engagement, and a personal investing app. It does not provide enough detail to confirm all integrations or connected systems.
Does Streetbeat show pricing information on the site?
The pricing URL provided returns a 404 page, so the site content available here does not show plan names, prices, or trial information.
Quick Facts
- Category
- AI platform for financial services
- Primary users
- Financial advisors, banks, fintechs, and investors
- Company status
- SEC-registered investment adviser (CRD #315893)
- Security/compliance
- SOC 2 Type I and Type II certified
- Source domain
- streetbeat.com
- Pricing
- Not shown in the provided site content
Streetbeat Alternatives
ResearchGPT
ResearchGPT is an AI-assisted equity research tool that turns a ticker or research question into a cited investment memo with bull and bear cases, peer context, and risks.
Gilion
Gilion is an AI platform for financial deal work and non-dilutive funding. It helps bankers, investors, founders, and scaleups work across sourcing, due diligence, monitoring, reporting, and capital access.
GoMoon.ai
GoMoon.ai AI-powered economic calendar for traders to track events, estimate market impact, and monitor live or historical reactions. Pro Monthly and free trial available.
Arc
Arc is a financial technology platform for startups and venture-backed businesses, combining cash management, treasury, control accounts, debt financing, and AI finance tools.
TradesViz
TradesViz is a web-based trading journal and analytics platform for importing executions, reviewing performance, and organizing workflows across asset classes.
Finlo
Finlo is a web-based stock portfolio platform with curated, strategy-based portfolios, monthly updates, and premium research tools for long-term investors.