AInvest
AInvest is a Quincy, MA-based fintech that builds AI-native investment tools — including the AI Investment Robot, Alpha Dao Index, and Black Box Strategy Verifier — for retail investors, professional research institutions, and quantitative trading teams, sold via annual subscription on ainvest.io.
- Company typePrivate
- Founded2017
- HeadquartersQuincy, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What AInvest does
AInvest is a Quincy, Massachusetts-based fintech company that builds AI-powered investment products for both individual (2C) and institutional (2B) customers. The company operates a self-serve web platform at ainvest.io and positions itself in the AI trading agent landscape alongside platforms such as Alphio AI, Robinhood Agentic Trading, and Tritonix.ai. Founded in 2017, AInvest employs 11–50 people and serves sophisticated individual investors, professional investment research institutions, and quantitative trading teams. The platform supports both English and Chinese-language payment flows, indicating active retail engagement in the Chinese-speaking market alongside global accessibility.
AInvest's product suite centers on three core offerings: the AI Investment Robot and Alpha Dao Index — AI-constructed quantitative active portfolios that perform automated stock diagnosis, price prediction, analysis, and portfolio construction; and the AI Black Box Strategy Verifier — a tool for professional research institutions that predicts the future profitability and stability of existing investment strategies. Underlying technology combines big data, cloud computing, deep learning, and reinforcement learning through a proprietary framework of 5,000+ "investment genes" (dynamic investment methods mined from big data and refined via continuous self-play between genes). A Natural Language Processing (NLP) module adds one-click AI sentiment analysis, keyword cloud extraction, and stock-to-sentiment correlation. A separately branded VDS quantitative system generates Buy/Sell signals for cryptocurrencies using technical indicators (RSI, MACD) and institutional flow data.
AInvest generates revenue through annual subscriptions to its 2C retail products and 2B institutional products, with pricing not publicly disclosed. The institutional tier is currently being offered at a 50% promotional discount, suggesting an early-stage enterprise customer acquisition motion. Go-to-market is primarily product-led growth on the web, supplemented by content marketing through third-party news syndication (openpr, intellectia) and direct contact via email ([email protected]) and WeChat (JRLeiYidao). The company has no disclosed funding rounds, no named enterprise logos, no patents, and no public ownership or cap-table information, which constrains visibility into commercial scale.
AInvest firmographics
Firmographics- Name
- AInvest
- Legal name
- AInvest
- Website
- https://ainvest.io
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AInvest is a Quincy, MA-based fintech that builds AI-native investment tools — including the AI Investment Robot, Alpha Dao Index, and Black Box Strategy Verifier — for retail investors, professional research institutions, and quantitative trading teams, sold via annual subscription on ainvest.io.
- Ownership category
- akta.pro rank
AInvest industry classification
Industry- Product category
- AI Investment Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)
- akta.pro secondary industry
- Algorithmic Trading & Execution Platforms (FSAFANAN)
Keywords
Where AInvest is headquartered
LocationHeadquarters
- HQ city
- Quincy
- HQ country
- United States
- HQ region
- North America
Markets served
AInvest business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- AI Investment Robot Subscription: Subscription-based access to AI-powered stock diagnosis, prediction, and portfolio construction tools. Platform offers products for both individual investors (2C) and institutional clients (2B) through the Alpha Dao system.
- AI Black Box Strategy Verifier: Premium tool for professional investment research institutions and quantitative teams to verify and predict future profitability of existing investment strategies. Offered as a paid professional service tier.
- Institutional Product Sales: Institutional-tier AI investment products offered at 50% discount (sale price), indicating premium enterprise pricing for professional investment research institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Institutional AI Investment Products - 50% OFF sale |
| Subscription | Annual | Individual (2C) and Institutional (2B) AI Investment Products |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
AInvest product offering
Product offeringCore offering
AInvest operates an AI-powered investment platform that combines big data, machine learning, and cloud computing to deliver automated stock diagnosis, price prediction, portfolio construction (Alpha Dao Index and AI Investment Robot), and strategy verification (AI Black Box Strategy Verifier). The platform serves both individual investors and institutional/quantitative teams through a self-serve web interface, with a proprietary NLP module for sentiment analysis and a library of 5,000+ investment genes refined via deep learning and reinforcement learning.
Product overview
AInvest offers a unified AI-powered investment platform built around three core products: the AI Investment Robot, the AI Black Box Strategy Verifier, and the Alpha Dao Index. The AI Investment Robot and Alpha Dao Index are both quantitative active portfolio construction systems that use deep learning and reinforcement learning to analyze stocks and generate investment recommendations, with Alpha Dao containing 5000+ investment genes. The AI Black Box Strategy Verifier serves as a professional tool for validating existing investment strategies. Users can build custom AI investment applications (Alpha刀) on top of the AInvest research system for both B2B and B2C use cases.
Differentiator
Problem solved
Functional benefit
Brands
- Alpha Dao: AI-powered investment robot based on stock diagnosis and prediction, constructing quantitative active portfolios automatically. Outperforms market benchmark by 2x after transaction costs.
- AI Investment Robot
- AI Black Box Strategy Verifier
- VDS
Products and services
- AI Investment Robot A quantitative active portfolio constructed automatically by AI based on stock diagnosis and prediction. The robot uses deep learning and reinforcement learning through continuous self-play between investment genes to extract long-term stable and effective AI investment wisdom, enabling smart stock diagnosis, price prediction, analysis, recommendations, and portfolio construction. Reported to achieve approximately twice the benchmark return after transaction costs.
- AI Black Box Strategy Verifier An intelligent investment research tool for professional investment research institutions and quantitative teams. For existing investment strategies, the Verifier predicts future profitability and stability to assist in selecting superior strategies.
- Alpha Dao Index A quantitative active portfolio constructed automatically by AI based on stock diagnosis and prediction by the Alpha Dao AI investment robot. As an active portfolio, Alpha Dao Index significantly outperforms the market, twice as much as the benchmark after transaction cost.
- Alpha Dao (Alpha刀) An AI investment robot built by users on the AInvest research system, enabling 2B and 2C development needs. The system extracts investment genes from big data that dynamically adjust with market changes. Alpha Dao's gene library contains 5,000+ effective investment genes.
Quantifiable outcome
- AI Investment Robot and Alpha Dao Index significantly outperform the market, approximately 2x the benchmark return after transaction costs
- +1 more outcomes
Companies that use AInvest
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
AInvest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature5 records
AInvest partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- MEXCminorAInvest and MEXC cryptocurrency exchange jointly confirmed Ethereum price targets as part of market analysis coverage. Both platforms identified the same $2,400 breakout target for ETH based on cup and handle technical pattern analysis.
- Marketplace Comparison PositioningminorAInvest is positioned alongside Alphio AI, Robinhood Agentic Trading, and Tritonix.ai in reviews of AI trading agent platforms. Not a formal partnership but competitive positioning within the same market category of conversational stock screening and analysis tools.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
AInvest competitors and assessment
Company assessmentDirect peers
- Magnifi: Magnifi is an AI-powered investment search and analysis platform that helps retail investors screen, analyze, and discover investments using conversational AI. It directly parallels AInvest's 2C stock screening, analysis, and recommendation use cases.
- Kavout: Kavout offers an AI investing platform with a proprietary 'Kai Score' stock ranking driven by machine learning on alternative data. Both companies apply ML-driven scoring to equity selection for self-directed and institutional investors.
- Trade Ideas: Trade Ideas provides an AI-powered stock scanner (Holly) that generates algorithmic trade ideas for active traders. It is a direct peer to AInvest's AI Investment Robot and VDS signal-generation product.
- AlphaSense: AlphaSense is an enterprise market intelligence platform using AI/NLP to extract insights from documents, news, and transcripts. AInvest's NLP sentiment module and Black Box Strategy Verifier overlap with AlphaSense's research-grade text analysis capabilities.
- Alpaca: Alpaca provides an algorithmic trading API and commission-free brokerage infrastructure used by developers and quant teams. AInvest's quantitative portfolio construction and signal generation overlap with Alpaca's algorithmic trading stack for sophisticated users.
- QuantConnect: QuantConnect is an algorithmic trading platform and cloud-based backtesting environment used by quantitative researchers. Both companies serve quant trading teams with strategy development, testing, and execution tooling.
- EquBot: EquBot uses IBM Watson AI to power equity ETFs and institutional investment products (e.g., AI Powered Equity ETF). It is a direct peer in AI-driven portfolio construction, with comparable claims of AI-led stock selection and outperformance.
Broad incumbents
- Robinhood: Robinhood is a large retail brokerage aggressively layering in AI trading assistants and agentic features. It competes with AInvest for self-directed retail investors but with vastly greater distribution, brand recognition, and capital.
- Wealthfront: Wealthfront is an established robo-advisor offering automated portfolio management for retail investors. It overlaps with AInvest's automated portfolio construction use case but as a broader wealth management platform without AInvest's AI stock-picking emphasis.
Emerging players
- Trefis: Trefis provides AI-driven stock analysis, valuation, and forecasting models for retail and professional investors. It overlaps with AInvest's stock analysis and prediction functionality at a smaller scale and narrower distribution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
AInvest social profiles
Digital presenceAInvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
AInvest leadership team
Management profileNumber of profiles
AInvest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AInvest 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 AInvest
What does AInvest do?
AInvest operates an AI-powered investment platform that combines big data, machine learning, and cloud computing to deliver automated stock diagnosis, price prediction, portfolio construction (Alpha Dao Index and AI Investment Robot), and strategy verification (AI Black Box Strategy Verifier). The platform serves both individual investors and institutional/quantitative teams through a self-serve web interface, with a proprietary NLP module for sentiment analysis and a library of 5,000+ investment genes refined via deep learning and reinforcement learning.
Is AInvest a public or private company?
AInvest is a private company. It is classified as unknown and is currently operating.
When was AInvest founded?
AInvest was founded in 2017. It employs 11 to 50 people.
Where is AInvest based?
AInvest is headquartered in Quincy, United States, in the North America region.
How does AInvest make money?
Three revenue lines are on record. AI Investment Robot Subscription is the primary driver. The others are AI Black Box Strategy Verifier and institutional Product Sales.
Who are AInvest's main competitors?
Direct peers on record are Magnifi, Kavout, Trade Ideas, AlphaSense, Alpaca, QuantConnect and EquBot. Broad incumbents are Robinhood and Wealthfront. Trefis is listed as an emerging player.
Does AInvest have an API?
No public API is recorded for AInvest.
What industry is AInvest in?
AInvest's product category is AI Investment Software. Its primary akta.pro industry code is FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms, with a secondary code of FSAFANAN, Algorithmic Trading & Execution Platforms. Its NAICS code is 523940 and its SIC code is 6282.