What Omen does

Omen (operating entity Omen Advisory, LLC; parent Crush ServiceCo (BVI) Ltd.) is an AI-powered digital investment advisory platform aimed at US-based individual retail investors. The company delivers a mobile-first application in which users deploy and customize a team of AI agents that autonomously research, implement, and execute investment strategies on a 24/7 basis, using real-time market data, financial statements, macroeconomic forecasts, and news. The product surface centers on the Omen App (currently in iOS TestFlight beta) plus themed strategy modules — Chip Dominion Strategist (semiconductor-focused, high risk) and AI Dominion Strategist (AI/neural, lower risk) — and an Agent Library of pre-built agent templates. Execution is routed through a brokerage partnership with Alpaca Securities LLC, an SEC-registered broker-dealer and FINRA/SIPC member, with client assets protected up to $500,000 under SIPC.

Omen's business model combines a flat monthly subscription of $4/month for users with under $15,000 invested and an AUM-based fee structure for larger portfolios. Go-to-market is product-led: self-serve onboarding through the mobile app, public TestFlight distribution, App Store presence, and community/word-of-mouth growth supported by a 5/5 Trustpilot rating and a stated base of 1,000+ investors. The company is SEC-registered as an investment adviser with registration pending, constraining paid advisory activity until approval. Headcount is 1–10 and no funding rounds are disclosed.

The product architecture is a multi-agent AI system with autonomous trade execution, continuous portfolio monitoring, and iteration history. The agent model is positioned as a differentiator relative to traditional robo-advisors, although no proprietary model lineage, training data, or patents are disclosed. Omen competes in a crowded AI-investing category against both incumbent RIAs and AI-native entrants, and its near-term trajectory is gated by SEC registration, capital raises, and the depth of its AUM-based monetization above the $15K threshold.

Name

Omen

Legal name

Omen Advisory, LLC

Website

https://agentomen.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Omen is a mobile-first, AI-powered investment advisory platform for US retail investors. Users deploy autonomous AI agents that research and execute trades 24/7, paying $4/month under $15K invested or AUM-based fees above that threshold, with brokerage execution via Alpaca.

Ownership category

akta.pro rank

Product category

Digital Wealth Management / Robo-Advisory

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

Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE), Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• AI investment advisory
• Automated trading platform
• Robo-advisory services
• Retail investing app
• Algorithmic portfolio management

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Flat Fee: Flat monthly subscription pricing at $4/month for users with under $15K invested, providing access to core platform features including unlimited AI agents, Agent Library, real-time portfolio management, 24/7 automated execution, and full iteration history
2. AUM-Based Advisory Fee: Investment advisory fees based on assets under management (AUM) for higher-value portfolios, in addition to or instead of flat subscription fees

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Omen provides a mobile-first, AI-powered digital investment advisory platform that deploys a team of AI agents to autonomously research, implement, and execute investment strategies on behalf of individual retail investors 24/7. The platform offers pre-built strategies (Chip Dominion Strategist for semiconductors, AI Dominion Strategist for AI/neural exposure), an Agent Library of templates, real-time portfolio management, and automated trade execution routed through partner broker Alpaca Securities LLC. Pricing is a $4/month flat subscription for users with under $15K invested, with an AUM-based advisory fee tier for larger portfolios.

Product overview

Omen is a mobile-first investment advisory platform offering a unified app with multiple AI-powered investment strategist modules. The core Omen App provides the platform infrastructure with access to customizable AI agents, while specialized strategies like Chip Dominion Strategist (semiconductor-focused) and AI Dominion Strategist (AI/neural-focused) are selectable modules. Users can create unlimited AI agents, access the Agent Library for pre-built templates, and execute trades automatically across strategies with 24/7 monitoring and real-time portfolio management.

Differentiator

Problem solved

Functional benefit

Products and services

• Omen App Mobile-first investment advisory platform available via iOS TestFlight beta that provides AI-powered portfolio management, allowing users to create unlimited AI agents, access the Agent Library, manage real-time portfolios, and execute trades automatically 24/7. Built for individual US retail investors seeking institution-grade quantitative strategies.
• Chip Dominion Strategist High-risk investment strategy focused on semiconductor companies driving innovation in silicon chip design and manufacturing (AI, 5G, autonomous vehicles, IoT), with holdings in NVDA, AMD, QCOM, AVGO, TXN, and MRVL. Designed for Omen App users seeking targeted exposure to the semiconductor sector.
• AI Dominion Strategist Low-risk investment strategy focused on AI, neural networks, and algorithmic trading, with holdings including MRVL, AMD, AVGO, TXN, QCOM, and NVDA. Designed for Omen App users seeking reduced-risk exposure to artificial intelligence technologies.
• Agent Library Collection of pre-built AI agent templates accessible to Omen App subscribers, allowing users to deploy specialized investment agents from a library of strategies without building agents from scratch.

Quantifiable outcome

• Real-time automated trade execution with order examples: 'Order filled: 2x NVDA @ $245', 'Order filled: 3x QCOM @ $345', 'Order filled: 5x MRVL @ $270', 'Order filled: 1x TXN @ $172'
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Alpaca Securities LLCcoreTechnology or IntegrationAlpaca provides brokerage services to Omen clients as an SEC registered broker-dealer and member of FINRA/SIPC. Omen's advisory platform connects to Alpaca's execution infrastructure to facilitate automated trade orders. This is a foundational partnership as Alpaca serves as the actual brokerage execution layer for all trades placed through Omen's AI agents.
• SIPC (Securities Investor Protection Corporation)minorOthersSIPC is a non-profit organization created by Congress to protect customers of registered brokerage firms. Securities in Omen client accounts are protected up to $500,000, including up to $250,000 in cash claims. This is a regulatory protection mechanism rather than a commercial partnership.
• Crush ServiceCo (BVI) LtdcoreOthersParent company incorporated in the British Virgin Islands that holds the Omen brand and entity. Omen Advisory, LLC is a subsidiary operating the SEC registered investment adviser business.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Magnifi: Magnifi is an AI-powered investing assistant that analyzes markets, surfaces investment ideas, and executes trades on behalf of retail users. It directly competes with Omen on the AI-driven investment advice and execution proposition for retail investors.
• Public.com: Public.com is a mobile-first retail investing and social trading platform offering fractional shares, thematic portfolios, and AI-powered insights. It competes with Omen for the same mobile-first retail audience, with broader asset coverage including crypto.

Direct peers

• Wealthfront: Wealthfront is a leading robo-advisor providing automated portfolio management, tax-loss harvesting, and financial planning to retail investors. It is a direct competitor to Omen's automated investment advisory offering, with a comparable self-serve, mobile-first distribution model.
• M1 Finance: M1 Finance offers automated, customizable portfolio management with 'pies' and dynamic rebalancing for retail investors. Like Omen, it blends self-directed customization with automated execution, making it a direct competitor in the retail automated investing category.
• Titan: Titan is an app-based investment advisory service delivering actively managed thematic strategies (e.g., Titan Flagship, Crypto, Venture) to retail investors. It is highly comparable to Omen's pre-built strategy library (Chip Dominion, AI Dominion) and mobile-first distribution.
• Ellevest: Ellevest is a digital wealth and investment platform built for women retail investors, offering automated portfolios, financial planning, and educational content. Like Omen, it serves retail via a mobile-first product-led experience with subscription / managed account pricing.
• Betterment: Betterment is one of the largest US robo-advisors offering automated, algorithm-driven portfolio management to retail investors via a mobile app. It directly competes with Omen in digital wealth/automated investing for retail, though Betterment relies on static MPT allocations rather than Omen's multi-agent AI execution.

Others

• Alpaca: Alpaca is an API-first brokerage and trading infrastructure provider used by fintechs and developers to power commission-free stock and crypto trading. While Omen's current execution partner, Alpaca also serves as infrastructure for competing AI investing platforms and represents the broker-dealer layer beneath Omen's AI advisory product.

Broad incumbents

• SoFi Invest: SoFi Invest is the retail investing and advisory arm of SoFi Technologies, offering automated portfolios, active investing, and a broad fintech super-app. It competes with Omen in retail automated investing but within a much wider financial product portfolio.
• Schwab Intelligent Portfolios: Schwab Intelligent Portfolios is the automated investing offering from Charles Schwab, providing diversified portfolios to retail and mass-affluent clients. It is a broad incumbent competitor with overlapping automated advisory functionality for the same retail target audience as Omen.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/omeninvest
• LinkedInlinkedin.com/company/agentomen

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Omen