SageFusion

What SageFusion does

SageFusion is the asset-management brand of Investment Science LLC, a privately held New York–based firm founded in 2009 and operating out of 99 Wall Street. The platform markets itself as an AI-driven treasury and portfolio management solution that combines conventional quantitative finance techniques — Monte-Carlo simulation, GARCH, stochastic volatility and jump-diffusion modeling, statistical pairs trading, and social-media signal analysis — with the proprietary Wilcox Model, which incorporates astronomical data (lunar cycles, star alignments, sunspot activity) into its inputs. Client funds are custodied at Interactive Brokers (Member SIPC) and managed in dedicated accounts that the platform trades algorithmically.

The company serves accredited investors (with a $100,000 minimum and up to 6x leverage offered), as well as institutional channels including banks, hedge funds, family offices, private equity firms, asset managers, traders, data resellers, and government institutions. Revenue is generated primarily through AUM-based management fees and data licensing agreements; specific fee schedules are not publicly disclosed. Distribution is direct enterprise sales supplemented by content assets — the Investment Nation Podcast, the Market Insights blog, and founder Michael Kelly's book The Wealth Almanac (2024). The firm is currently raising a $10M+ seed round from accredited investors via investmentscy.com, with at least one disclosed investment from LvlUp Ventures in October 2025.

Operations are lean (1–10 disclosed employees), concentrated in two principals: Founder & CEO Michael Kelly (Wharton alumnus with prior advisory roles at Barclays, UBS, and Mizuho Securities) and Co-Founder & Chief Compliance Officer Dr. Andrew Weinbach (PhD, Applied Economics, Clemson; Professor at Coastal Carolina University; Series 65 holder). The firm is privately held under Investment Science LLC, with no disclosed institutional investors prior to the current seed round, no SEC or other regulatory actions on record, and no certifications listed. Performance claims — including approximately 55% growth in returns since 2021 and a 25% Wilcox Model back-test from 2010 to 2016 — are self-published and lack independent audit; the scientific basis of astronomical inputs as predictive signals is unestablished.

Name

SageFusion

Legal name

Investment Science LLC

Website

https://sagefusion.co

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

SageFusion (Investment Science LLC) is a New York-based, AI-driven asset management platform serving accredited investors and institutions via statistical models, pairs trading, and the proprietary Wilcox Model, with a $100,000 minimum deposit and Interactive Brokers custody.

Ownership category

akta.pro rank

Product category

AI Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

akta.pro secondary industry

Prime Brokerage Financing (Margin/Stock Loan) (FSACAIAD)

Keywords

• AI investment management
• Portfolio optimization
• Treasury management
• Algorithmic trading
• Risk management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: The company manages investment portfolios for clients with a typical minimum deposit of $100,000, offering leverage up to 6x on invested capital. Revenue is generated through management fees on assets under management.
2. Data Licensing: Qualified clients may gain access through data licensing agreements, providing exclusive financial insights and market intelligence to enhance strategies and maintain competitive edge.
3. Seed Round Investment: Currently raising a $10M+ seed round from accredited investors to accelerate growth, with fundraising documentation available at investmentscy.com.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

SageFusion operates as an AI-driven treasury and investment management platform that manages client portfolios using advanced statistical models, financial statement analysis, and social media insights. The platform applies proprietary strategies including the Wilcox Model (incorporating astronomical data) and pairs trading, with risk management via Monte-Carlo analysis and options hedging. Client funds are custodied at Interactive Brokers, enabling managed brokerage accounts with anonymous trading.

Product overview

SageFusion offers a unified AI-driven investment management platform for intelligent portfolio optimization. The core SageFusion Platform powers treasury management using advanced statistical models, financial statement analysis, and social media insights. The proprietary Investment Science methodology drives the platform's capabilities, complemented by specialized services including Advanced Risk Management with Monte-Carlo analysis and hedging techniques, Exclusive Private Equity Solutions through specialized infrastructure funds, Alternative Investments via international network access, and Performance Optimization features. The platform supports specialized trading strategies including Pairs Trading and the proprietary Wilcox Model. Additional offerings include the Investment Nation Podcast and The Wealth Almanac book, which provide educational content and market insights. The company serves accredited investors, banks, hedge funds, family offices, private equity firms, governments, and data vendors.

Differentiator

Problem solved

Functional benefit

Products and services

• SageFusion Platform AI-driven treasury management platform that leverages advanced statistical models, financial statement analysis, and social media insights to optimize investment portfolios across multiple assets for various market conditions. Designed for accredited investors, institutional clients, and government entities.
• Advanced Risk Management Cutting-edge risk management service utilizing Monte-Carlo analysis and advanced hedging techniques, including options strategies with 5% cash allocation, to protect investments. Performs rigorous stress tests drawing on historical data from market crashes in 1987, 2008, and 2020.
• Exclusive Private Equity Solutions Specialized infrastructure fund providing high-quality private equity opportunities and alternative solutions such as physical mining assets that don't correlate with the overall market, offered to qualified investors and institutional clients.
• Performance Optimization Data-driven insights service for exceptional financial growth and outperforming traditional investment benchmarks using the AI-powered SageFusion platform. Aims to deliver returns that beat the S&P 500 Index.
• Alternative Investments Portfolio construction service through SageFusion's statistical engine enabling diversification through alternative investment opportunities including infrastructure investing via their international network. Available to accredited investors and qualified clients.

Quantifiable outcome

• Approximately 55% growth in returns since 2021, outperforming the S&P 500 Index
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers (Member SIPC) serves as the custodial broker providing the banking backend infrastructure. Customer funds are held at Interactive Brokers enabling anonymous trading capabilities and dedicated custodial brokerage accounts.
• Investment SciencecoreStrategic or Co-development PartnerInvestment Science LLC is the parent company that created the SageFusion website and AI-driven treasury management platform. Founded in 2009 during the financial crisis, Investment Science developed SageFusion as a groundbreaking AI-driven treasury management platform. Michael Kelly serves as Founder & CEO of Investment Science.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BlackRock: World's largest asset manager with rapidly expanding systematic/AI and alternative offerings (iShares, Aladdin, Lifepath); relevant overlap for AI-driven portfolio management and data licensing at scale.
• Bridgewater Associates: Largest global macro/systematic hedge fund with significant institutional distribution—useful large-incumbent analog for institutionalizing a quant-driven asset management franchise.
• Citadel: Large, multi-strategy hedge fund and global market-maker covering equities, commodities, credit, and systematic strategies—useful as an incumbent scale benchmark for an aspiring systematic asset manager.

Direct peers

• AQR Capital Management: Quantitative asset manager offering systematic, research-driven strategies (factor investing, alternatives) with both institutional and intermediary channels—comparable model to SageFusion's quant + multi-strategy approach.
• WorldQuant: Quantitative platform that recruits alpha authors and institutionalizes systematic strategies—a comparable operating model to SageFusion's quant platform strategy + institutional client access.
• Man Group: Public, alternative-focused asset manager built around systematic and quant strategies (AHL, Numeric, FRM), serving institutional and wealth clients—a clear scale analog for an AI-driven multi-strategy manager.
• Renaissance Technologies: Pioneer of fully AI/quant-driven investment management with the Medallion flagship—often regarded as the upper bound of what data-driven systematic asset management can achieve in performance.
• Two Sigma Investments: One of the largest quantitative/AI-driven investment managers globally, applying systematic models across equities, futures, and alternatives—directly comparable to SageFusion's proposition of AI/quant-driven portfolio optimization.
• D. E. Shaw Group: Multi-strategy alternative investment firm combining systematic and discretionary quant strategies—comparable as a research-driven, technology-led asset manager.

Emerging players

• SigTech: AI/quant-focused platform providing systematic strategy infrastructure to asset managers and institutions—a closer-size emerging peer illustrating what platform-scale quant investing looks like at startup-stage scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

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 SageFusion