motif
AI wealth advisory agents for fintechs, neobanks and wealth managers: market insights, investor profiling and portfolios
Contact Information
About the Company
motif is an AI wealth advisory company that supplies fintechs, neobanks, wealth managers, crypto platforms and investment apps with personalized advisory and market insights for their end users, without those firms needing their own research or AI teams. Its engine, motif Clarity, is a time-aware knowledge graph linking financial data, news and user portfolios.
The product is delivered as three AI agents: a market insights agent that explains how macro data and portfolio moves affect each client, a profiling agent that builds investor profiles through adaptive conversation with MiFID II suitability built in, and an investment agent that proposes personalized portfolios with reasoning for each position. The company says it won the UN:BLOCK Pitch Competition 2026 and is backed by Liminal.
Services & Specialties
Reviews
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