What Magnus does

Magnus is an AI-powered investment management and robo-advisory platform founded in 2021 and headquartered in Izmir, Turkey, operating under the legal entity Smart Capital Yazılım ve Danışmanlık A.Ş. The company targets three customer tiers — individual investors, portfolio advisors, and large financial institutions (including global banks) — through a single SaaS platform that combines portfolio construction, automated rebalancing, performance reporting, and custom what-if simulation. Its core technology is the proprietary "Magnus Algorithm," an AI-driven portfolio optimization engine that supports multi-currency accounts (USD, TRY, EUR) with zero minimum investment and unlimited portfolio creation.

The platform is delivered as a self-serve product via getmagnus.com, with login and payment processing integrated through Mollie, and supports English, Dutch, German, and French languages. Monetization is structured as subscription-based SaaS, though specific pricing tiers are not publicly disclosed. The company was venture-backed with $420,000 in seed funding (September 2021) from Alima Ventures BV and Qatar Development Bank, supplemented by earlier engagement with Lima Ventures (December 2020) and a 2023 round involving Hackquarters, İşbank, and Workup. Headcount is reported at 1-10 employees.

Magnus's strategic profile was notably punctuated by Meta's reported $2 billion acquisition attempt in 2026, which was blocked by Chinese authorities citing concerns that the company's algorithms, data, and staff originated from China under the country's Regulations on Industrial and Supply Chain Security. The deal did not close, and Magnus remains a private, independently operating entity as of the latest available data.

Name

Magnus

Legal name

Smart Capital Yazılım ve Danışmanlık A.Ş.

Website

https://getmagnus.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Magnus is an AI-powered robo-advisory and portfolio optimization platform, founded in 2021 in Izmir, Turkey, that serves individual investors, portfolio advisors, and large financial institutions with its proprietary Magnus Algorithm for automated portfolio construction, rebalancing, and what-if simulation.

Ownership category

akta.pro rank

Product category

Robo-Advisory and Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Model Portfolio & Portfolio Construction Engines (FSAGAEAD), Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

Keywords

• AI portfolio optimization
• Robo-advisory platform
• Investment management software
• Quantitative portfolio tools
• Automated rebalancing

Headquarters

HQ city

Izmir

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. AI-Driven Portfolio Optimization Platform: Magnus operates as a B2B and B2C SaaS platform providing AI-powered portfolio optimization and robo-advisory services. Users can create custom portfolios for personal use, for special clients, or for managing thousands of clients at scale. The platform supports multiple currencies (USD, TRY, EUR) with zero minimum investment and unlimited portfolio creation, suggesting a subscription or AUM-based model. Revenue is generated through algorithmic portfolio management fees, likely tiered by client scale or portfolio volume.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Magnus provides an AI-powered portfolio optimization and robo-advisory SaaS platform built around its proprietary Magnus Algorithm. The platform enables individual investors, portfolio advisors, and large financial institutions to create and manage unlimited custom portfolios with zero minimum investment, automated construction, rebalancing, reporting, and what-if simulation capabilities across multiple currencies (USD, TRY, EUR).

Product overview

Magnus is an AI-based portfolio optimization and robo-advisory platform offered as a unified SaaS solution. The core offering consists of the proprietary Magnus Algorithm combined with a portfolio management platform that provides automated construction, rebalancing, and reporting. The platform includes portfolio simulation capabilities and robo-advisory services. These products work together to provide end-to-end investment management: the algorithm powers optimization, the platform manages portfolios and client accounts, simulation tools enable what-if analysis, and robo-advisory services deliver automated recommendations.

Differentiator

Problem solved

Functional benefit

Products and services

• Magnus Algorithm The proprietary AI-driven algorithm that powers Magnus's portfolio optimization and investment management platform. Validated by market leaders, finance experts, global journals, and academicians, the algorithm enables users to grow investments and turn passive savings into profitable assets by generating optimization suggestions based on user expectations, financial goals, and needs.
• Portfolio Management Platform An AI-driven, all-in-one automated investment management SaaS platform that delivers next-generation quantitative tools for portfolio construction, rebalancing, and reporting. Supports creating custom portfolios for individuals, portfolio advisors, or institutional clients with unlimited portfolio capacity and zero minimum investment.
• Robo-Advisory Services An AI-powered robo-advisory service that goes beyond traditional robo-advisors to function as a portfolio optimizer. Provides automated investment suggestions based on user expectations, financial goals, and needs at user-selected frequency and specifications.

Quantifiable outcome

• Zero minimum investment rate (USD/TRY/EUR and other currencies)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature3 records

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Empower (formerly Personal Capital): Hybrid digital wealth platform combining automated portfolio management with human advisor access for higher-AUM clients. Comparable to Magnus's retail-to-advisor positioning, with a stronger premium-tier offering.
• Wealthfront: Leading US robo-advisor providing automated portfolio construction, tax-loss harvesting, rebalancing, and financial planning. Closely comparable to Magnus in core robo-advisory functionality and target retail/self-directed investor segment.
• Ellevest: Digital wealth platform offering automated, goal-based portfolio management with a distinct user-segment focus. Comparable to Magnus as a robo-advisor targeting specific retail investor profiles with algorithm-driven portfolios.
• Betterment: One of the largest US robo-advisors offering automated, goal-based portfolio management for retail and advisor-served clients. Directly comparable to Magnus as a digital wealth/robo-advisory platform, though at significantly larger scale.

Regional players

• StashAway: Singapore-headquartered digital wealth manager offering automated, ETF-based portfolio construction across Southeast Asia and the Middle East. Comparable to Magnus in robo-advisory model and emerging-market focus, though primarily a regional player in SEA rather than EMEA.

Broad incumbents

• Orion Advisor Tech: Advisor technology platform providing portfolio accounting, rebalancing, and model marketplace tools to wealth managers and institutions. Overlaps with Magnus's advisor-tier value proposition of automated, scalable portfolio construction and reporting.
• Schwab Intelligent Portfolios: Charles Schwab's automated investing service offering diversified ETF portfolios with rebalancing and tax-loss harvesting. Broad incumbent with overlapping robo-advisory features, embedded in a much larger brokerage ecosystem.
• Addepar: Enterprise wealth management technology platform powering portfolio analytics, reporting, and rebalancing for advisors and large institutions. Comparable to Magnus's advisor/institutional-facing portfolio construction tooling, though at much larger enterprise scale.
• Vanguard Digital Advisor: Vanguard's automated advice service combining AI-driven portfolio construction with human advisor access. Comparable algorithmically to Magnus but operates within Vanguard's massive existing fund/AUM ecosystem.

Emerging players

• Wahed Invest: Shariah-compliant digital wealth platform offering automated, AI-driven portfolio management globally. Comparable to Magnus as an algorithm-led robo-advisor pursuing international expansion, with a differentiated niche in ethical/Islamic investing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/getmagnusai
• LinkedInlinkedin.com/company/magnusai

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds3 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Magnus