Streetbeat
Streetbeat is an AI-powered wealth management platform serving financial advisors, institutions, banks, and individual investors via enterprise SaaS, white-label APIs, and consumer apps, built on proprietary multi-agent AI and 150+ financial datasets.
- Company typePrivate
- Founded2022
- HeadquartersPalo Alto, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Streetbeat does
Streetbeat is a privately-held AI software company founded in 2022 and headquartered in Palo Alto, California, serving enterprise wealth management firms, financial advisors, banks/brokerages, and individual retail investors. The company is operated through Nowcasting.ai, Inc. as the parent entity, with Streetbeat LLC (the SEC-registered investment adviser, CRD #315893) and Streetbeat Digital LLC as wholly-owned subsidiaries; brokerage execution is provided through Alpaca Securities LLC.
The company's product suite is built on proprietary neural-network predictive models, a multi-agent AI architecture, and access to 150+ financial datasets (170+ for advanced AI analysis). Core enterprise offerings include Streetbeat Wealth (an AI platform for advisors integrating with CRM, calendars, email, trading, and compliance systems, featuring a Next Best Action engine and natural-language co-pilot) and Streetbeat Agent Factory (a no-code visual builder for compliance-governed AI agents with self-learning and automated testing). Retail offerings include the Streetbeat App and Streetbeat Retail featuring the Warren AI conversational advisor and three tiers of robo-advisory (market education, personal portfolio tracking, and full auto-rebalancing). Supporting modules include Streetbeat Marketing for AI-driven campaign optimization. Two proprietary architectural systems underpin the platform: Streetbeat Guardian Angel (adversarial-defense against prompt injection, data poisoning, and multi-agent attacks) and Streetbeat Agent Factory's governance layer (hallucination prevention, 99% automated MiFID suitability checks, audit trails, human-in-the-loop). The company holds 30+ granted US and Japanese patents and has additional patent applications pending.
Revenue is generated through three streams: (i) B2B enterprise platform subscriptions (quote-based, white-label API deployment), (ii) retail robo-advisory subscriptions (mobile and web app, monthly billing), and (iii) API/data licensing and white-label OEM royalties. Go-to-market combines enterprise field sales targeting financial institutions, white-label OEM/API partnerships with banks and brokerages, and direct-to-consumer distribution via the iOS App Store and Google Play. The company is venture-backed, with $25 million in total funding including a $15 million Series A in October 2025 led by CDP Venture Capital, and operates offices in Palo Alto, Wilmington (Delaware), and Warsaw (engineering).
Streetbeat firmographics
Firmographics- Name
- Streetbeat
- Legal name
- Streetbeat LLC
- Website
- https://streetbeat.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Streetbeat is an AI-powered wealth management platform serving financial advisors, institutions, banks, and individual investors via enterprise SaaS, white-label APIs, and consumer apps, built on proprietary multi-agent AI and 150+ financial datasets.
- Ownership category
- akta.pro rank
Streetbeat industry classification
Industry- Product category
- AI Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (52394), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
- akta.pro secondary industries
- Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM), Conversational AI Platforms (chat/voice bots, orchestration) (HDAAAFAC), Embedded/Platform Neobanks (Banking-as-a-Feature) (FSABAFAF), Digital Banking & Neobank Platforms (BPAMAFAD)
Keywords
Where Streetbeat is headquartered
LocationHeadquarters
- HQ city
- Palo Alto
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Streetbeat business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Enterprise Platform Licensing: B2B licensing of Streetbeat Wealth and Streetbeat Retail platforms to financial institutions and wealth management firms. White-label API deployment for enterprise clients with per-seat or platform pricing.
- Retail Robo-Advisory Services: AI-powered portfolio management and investment advisory services for individual retail investors through mobile app and web platform.
- API and Data Services: Access to 150+ financial datasets via API platform for financial professionals. White-label solutions for embedding AI capabilities into third-party platforms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform pricing for financial institutions |
| Subscription | Monthly | Retail investor app with multiple service levels |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels7 records
Streetbeat product offering
Product offeringCore offering
Streetbeat is an AI-powered platform that delivers enterprise wealth management software (Streetbeat Wealth), a no-code AI agent builder (Agent Factory), and a retail robo-advisor app (Streetbeat App with Warren AI) for individual investors. The platform combines proprietary neural-network predictive models with 150+ financial datasets and multi-agent AI, offered both as white-label APIs for banks/brokerages and as direct-to-consumer mobile/web applications.
Product overview
Streetbeat is an AI-powered financial services platform offering an integrated ecosystem of enterprise and retail products. The core enterprise offerings include Streetbeat Wealth for institutional wealth managers and Streetbeat Agent Factory for no-code AI agent development. Retail products include the Streetbeat App featuring Warren AI advisor and Streetbeat Retail for individual investors. Supporting modules include Streetbeat Marketing for campaign automation. All products are built on a unified AI platform with 150+ financial datasets, featuring proprietary Guardian Angel security and Agent Factory governance systems. The platform delivers measurable outcomes including 15-17 hours reclaimed per advisor weekly, 5-15% revenue uplift, and 91.39% task accuracy on τ-Bench.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 15-17 hours reclaimed per advisor per week through automation of administrative tasks
- +13 more outcomes
Companies that use Streetbeat
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Streetbeat technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability11 records
Feature6 records
Streetbeat partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Alpaca Securities LLCcoreAlpaca Securities LLC is an SEC-registered broker-dealer and FINRA/SIPC member providing brokerage services for Streetbeat. Streetbeat provides brokerage services through Alpaca, enabling trade execution and custody for retail investors.
- OpenAIcoreStreetbeat incorporates advanced language models from OpenAI as part of its AI system, along with Google models. OpenAI provides foundational LLM capabilities that Streetbeat builds upon with proprietary layers.
- GooglecoreStreetbeat utilizes Google's AI/language models as part of its multi-model approach. Google provides additional foundational AI capabilities alongside OpenAI for Streetbeat's investment advisory platform.
Scale indicators18 records
Recent moves6 records
Expansion highlights7 records
Streetbeat competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a wealth management technology platform that provides portfolio analytics, reporting, and data aggregation to advisors and institutions. Highly comparable to Streetbeat Wealth as both target RIA and institutional wealth managers with an AI-enhanced platform layer and enterprise GTM.
- Orion Advisor Technology: Orion provides a unified wealth management platform for advisors covering CRM, portfolio modeling, reporting, and trading. Comparable to Streetbeat Wealth as both compete for the same enterprise advisor software budget with integrated workflow solutions.
- Holistiplan: Holistiplan provides AI-driven tax planning software for financial advisors. Comparable to Streetbeat Agent Factory's advisor efficiency use cases as both sell AI tools to RIAs to reduce manual planning and compliance workflows.
- Pontera: Pontera enables advisors to manage and trade inside held-away workplace retirement accounts. Comparable to Streetbeat as a B2B platform serving advisors with operational automation and compliance guardrails for client portfolio management.
- Range (financial planning): Range is an AI-powered financial planning platform for advisors and clients, including cash flow, goal planning, and client portal. Comparable to Streetbeat's advisor-facing AI engagement tooling and adjacent to Streetbeat's Next Best Action engine.
- Nitrogen (formerly Riskalyze): Nitrogen provides risk tolerance assessment and proposal generation tools to advisors. Comparable to Streetbeat as both sell AI-augmented client engagement and proposal automation to RIAs and enterprise wealth firms.
Broad incumbents
- Envestnet (Yodlee/Tamarac/MoneyGuide): Envestnet is a large incumbent advisor technology and analytics provider spanning portfolio management, financial planning, and data. Comparable to Streetbeat as a competitor for institutional wealth tech wallets, but operates at much broader scale and is not AI-native.
- Betterment: Betterment is a long-standing robo-advisor and B2B advisor platform serving retail and institutional customers with automated portfolio management. Comparable to Streetbeat Retail as an incumbent in the same AI-managed retail investment category.
Emerging players
- Wealthfront: Wealthfront is a robo-advisor and automated investing platform for retail investors. Comparable to Streetbeat Retail as both offer AI-managed portfolios, auto-rebalancing, and direct-to-consumer investing experiences with an SEC-registered adviser wrapper.
- iCapital: iCapital is a fintech platform providing technology and infrastructure for alternative investments and wealth management firms. Comparable to Streetbeat as both sell enterprise platform infrastructure to wealth managers with API/embedded distribution and advisor-focused tooling.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Streetbeat social profiles
Digital presenceStreetbeat compliance and trust
Trust signalCompliance5 records
Streetbeat financial estimates
Financial estimateRevenue estimate
Valuation estimate
Streetbeat leadership team
Management profileNumber of profiles
Profiles4 records
Streetbeat funding detail
Funding detailFunding overview
Funding rounds5 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Streetbeat M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Streetbeat
What does Streetbeat do?
Streetbeat is an AI-powered platform that delivers enterprise wealth management software (Streetbeat Wealth), a no-code AI agent builder (Agent Factory), and a retail robo-advisor app (Streetbeat App with Warren AI) for individual investors. The platform combines proprietary neural-network predictive models with 150+ financial datasets and multi-agent AI, offered both as white-label APIs for banks/brokerages and as direct-to-consumer mobile/web applications.
Is Streetbeat a public or private company?
Streetbeat is a private company. It is classified as venture growth investor backed and is currently operating.
When was Streetbeat founded?
Streetbeat was founded in 2022. It employs 11 to 50 people.
Where is Streetbeat based?
Streetbeat is headquartered in Palo Alto, United States, in the North America region.
How does Streetbeat make money?
Three revenue lines are on record. Enterprise Platform Licensing is the primary driver. The others are retail Robo-Advisory Services and API and Data Services.
Who are Streetbeat's main competitors?
Direct peers on record are Addepar, Orion Advisor Technology, Holistiplan, Pontera, Range (financial planning) and Nitrogen (formerly Riskalyze). Broad incumbents are Envestnet (Yodlee/Tamarac/MoneyGuide) and Betterment. Emerging players are Wealthfront and iCapital.
Does Streetbeat have an API?
Yes. Streetbeat offers a white-label API solution designed for enterprise scalability, providing 150+ financial datasets for integration into financial platforms. The API enables portfolio management, automated order execution, compliance verification, and real-time market data access.
What industry is Streetbeat in?
Streetbeat's product category is AI Wealth Management Software. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAGAAAM, Customer Experience & Engagement (CRM, Support, Rewards, Loyalty). Its NAICS code is 52394 and its SIC code is 6282.