Lattice AI

What Lattice AI does

Lattice AI, doing business as Lattice and Lattice Finance, is a mobile-first, AI-powered financial research and portfolio intelligence platform built for retail investors. The company, legally organized as BOBA.I LLC and registered in Dublin, California, connects a user's brokerage accounts (Robinhood, Public, Fidelity, Webull, Kraken, and E*Trade) via read-only integrations and runs a live intelligence layer that monitors SEC filings, congressional disclosures, insider activity, and real-time exchange data, surfacing only signals relevant to the user's specific holdings. The EULA explicitly disclaims broker-dealer or investment-adviser status, positioning the product as an educational research tool with cited, primary-source answers delivered through the Prism AI assistant.

The core product stack consists of the Lattice platform, the Prism conversational AI interface, and native iOS and Android applications distributed via the Apple App Store and Google Play, with a parallel web client at trylattice.io. Prism processes natural-language queries and combines knowledge retrieval, anomaly detection, and a portfolio-aware recommendation engine to produce cited responses. The product is offered in a free tier and a paid monthly/annual subscription, with advanced features such as unlimited AI queries, real-time alerts, detailed analytics, and advanced charting gated behind the paid tier; Stripe and the app-store billing systems handle payment processing.

The company is founder-operated, with a single company representative named "Ibrahim," employs 1–10 people, was founded in 2025, and discloses no institutional funding — consistent with a bootstrapped early-stage startup. End customers are individual retail investors ("trusted by thousands"), and the company is CCPA/CPRA-compliant with a privacy policy last updated May 14, 2026. The strategic posture is product-led growth: a freemium top-of-funnel into paid subscriptions, app-store distribution, and a brokerage-integration moat designed to reduce onboarding friction.

Name

Lattice AI

Legal name

BOBA.I LLC

Website

https://trylattice.io

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Lattice AI (operating as Lattice, legal entity BOBA.I LLC) is an AI-powered, mobile-first financial research and portfolio intelligence platform for retail investors. It connects brokerage accounts, monitors SEC filings, insider and congressional trades, and delivers cited, portfolio-tailored insights via the Prism conversational AI assistant on a freemium-plus-subscription basis.

Ownership category

akta.pro rank

Product category

AI Investment Research

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)

Keywords

• AI investment research
• Portfolio intelligence
• Retail investing tools
• Financial data analytics
• Conversational finance assistant

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D

Revenue model

1. Subscription Revenue: The company offers both free and paid subscription tiers. Free tier provides basic portfolio tracking and limited AI queries. Paid subscriptions unlock advanced features including unlimited AI queries, real-time alerts, and detailed analytics. Subscriptions auto-renew monthly or annually depending on user selection.
2. Freemium Model: Freemium model where users can start free and upgrade to paid tiers for advanced features. Free trial periods may be offered for new subscribers.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Lattice AI is an AI-powered financial research and portfolio intelligence platform for retail investors. Users connect brokerage accounts (Robinhood, Public, Fidelity, Webull, Kraken, E*Trade) and the system monitors SEC filings, congressional disclosures, insider activity, and real-time exchange data, then delivers only portfolio-relevant insights through its Prism AI chat assistant and real-time alerts. The product is delivered as a mobile app (iOS and Android) and a self-serve web experience on a freemium subscription model.

Product overview

Lattice (operated by BOBA.I LLC) is a unified, AI-powered financial research and portfolio intelligence platform for retail investors. The core product, Lattice, connects to user brokerage accounts (Robinhood, Public, Fidelity, Webull, Kraken, E*Trade) and monitors SEC filings, congressional disclosures, insider activity, and real-time market data. The Prism AI assistant — Lattice's primary user-facing feature — is a natural language chat interface that answers portfolio-specific queries and surfaces only signals relevant to the user's holdings, with every answer cited from primary sources. Lattice is offered across iOS mobile apps and web, with both free and paid subscription tiers.

Differentiator

Problem solved

Functional benefit

Products and services

• Lattice Core AI-powered financial research and portfolio intelligence platform for retail investors. Connects to brokerage accounts to monitor SEC filings, insider activity, congressional trades, and real-time market signals, delivering portfolio-relevant alerts via the Prism AI assistant across iOS, Android, and web.
• Prism AI chat assistant that serves as the primary user-facing intelligence layer within Lattice. Accepts natural language questions about stocks, portfolio holdings, and market events and returns cited, real-time analysis drawn from SEC filings, exchange data, congressional disclosures, and other primary sources.
• Lattice iOS App Native iOS mobile application delivering Lattice on iPhone and iPad, including Prism chat access, real-time portfolio alerts, and holdings tracking, available as free and paid subscription tiers on the Apple App Store.
• Lattice Android App Native Android mobile application delivering Lattice on Android devices, including Prism chat access, real-time portfolio alerts, and holdings tracking, available as free and paid subscription tiers on Google Play.

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature4 records

Partnerships

One partnership is on record.

• StripecoreTechnology or IntegrationStripe is used as the payment processing provider for subscription billing. Payment transactions are processed by Stripe and Lattice does not store full payment instrument numbers or security codes. This is a standard merchant services integration for handling recurring subscription payments.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Seeking Alpha: Seeking Alpha is a large-scale investment research platform with premium subscriptions serving retail investors. Comparable as a subscription-driven retail research destination, though broader in content type (community, analysis, ratings).
• Public: Public is a retail brokerage with built-in research, portfolio analysis, and social/community features. Comparable retail investor audience and brokerage platform overlap.
• AlphaSense: AlphaSense is an enterprise AI market intelligence platform that ingests filings, transcripts, and broker research. Comparable AI-driven primary-source research technology, though positioned upmarket at enterprise rather than retail.
• Robinhood: Robinhood is a retail brokerage with native portfolio tracking, news, and increasingly AI-driven research features. Comparable as both a brokerage integration partner and a direct competitor if it ships similar AI research capabilities in-app.
• Yahoo Finance: Yahoo Finance is the dominant free retail financial portal offering portfolio tracking, news, and research. Comparable as a destination for retail portfolio monitoring and market data, and a potential distribution/competitive threat.

Direct peers

• Magnifi: Magnifi is an AI-powered investing assistant for retail investors that provides conversational search, market analysis, and portfolio insights. Directly comparable as a consumer-facing AI investment research product with similar PLG distribution.
• AInvest: AInvest provides AI-driven stock screening, portfolio analysis, and real-time alerts for retail investors. Comparable as an AI-native mobile-first retail investing tool with similar feature scope.
• TipRanks: TipRanks aggregates analyst ratings, insider transactions, and congressional trading data into research products for retail investors. Comparable primary-source data layer (insider/congressional trades) and retail audience overlap.
• FinChat: FinChat is an AI stock research platform aimed at retail and professional investors, offering conversational analysis of SEC filings, earnings, and financial data. Overlapping value proposition around AI-driven primary-source research for stocks.

Emerging players

• Pluto (pluto.fi): Pluto is an AI-powered investing copilot focused on retail traders with conversational portfolio analysis and real-time market insights. Comparable AI-native retail investing assistant with a similar freemium-style positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/trylattice
• LinkedInlinkedin.com/company/112430818

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Lattice AI