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Empowering Investors

With Agentic AI

Built by Investors, For Investors

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What We Do

We created some of the first AI Agents for professional investors

  • Custom Reporting & Automation

  • Easy & Intuitive Investment Tools for Wealth Managers.

  • Client Portals for Self-Directed Financial Planning, Financial Education, Investing, and General Chat

  • Centralized Research & Decision Making, Risk Management, Portfolio Optimization and More

Why KAI?

At Qaimera, we believe AI Isn't a solution on its own

Instead of relying on AI to solve problems, we built a system that uses AI to facilitate access to investment tools for professionals and their clients

Reliable

KAI relies on institutional investment models, market data, and qualified research. Language models are a feature, not the brains.

Precise

Investment models generate our results, for consistency and precision

Transparent

Understand the how and why: KAI isn't just a 'black box'

Person Analyzing Data

Our Services

Bringing Finance Into the Future

AI Agents, built by and for wealth managers

 

Finally investment managers, RIAs, and Financial Advisors can focus on investing, building relationships, and growing their business - leaving the mundane, time consuming, and inefficient to KAI.

Wealth Management

  • Proactive portfolio & risk management

  • Automated, custom reporting

  • Client specific investment strategies & financial planning

  • Client acquisition tools like portfolio benchmarking, proactive suggestions and document creation

  • Self-directed portals for clients to get questions answered on their own time, and empowering them to make decisions

Retail Brokerages

  • Empower your clients with self-directed chats, financial planning, and investing tools.

  • Drive platform engagement by offering fully integrated research, chat, stock comparisons, and custom investment strategies

  • Increase trading volume by making decision faster and easier

  • Build a sticky service with AI-powered financial advisors

Whitelabel Solutions

Launch your own AI powered financial advisor and give your clients access to cutting edge investment tools & planning, with your own branding and design

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