The first Artificial Intelligence robo-advisor built exclusively for political subdivisions — cities, counties, school districts, townships, villages and special districts — delivering compliance-aware portfolio management at a fraction of the cost.
No spam. Early access priority for registered public fund managers.
Built exclusively for political subdivisions, tailored by type, state and specific needs.
State-specific statutory investment restrictions are embedded in the platform — not an afterthought. Every allocation decision is automatically validated against applicable law for your jurisdiction.
Traditional advisors price smaller municipalities and districts out of quality management. Our flat-fee and sub-2bp model means every public entity gets institutional-grade oversight, regardless of balance size.
Investment policy statements, audit-ready reporting, and fiduciary documentation generated automatically — eliminating the administrative burden that keeps public treasurers up at night.