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Terminate Inefficiency

We empower advisors to help clients reach their financial goals with our highly personalized, award-winning wealth tech platform.

Model Subscription Service

AI-Driven Portfolio Design

Explore our library of over 1000+ portfolios, each meticulously crafted by using machine learning to precisely target your desired level of drawdown while maximizing returns.

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AI-Driven Market Signals

Each week our model decides on a "risk on" or "risk off" signal. When the model signals "risk-on", conditions are favorable for high-risk investments. When it signals "risk-off", the model perceives increased market risk and reduces exposure to riskier assets.

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Digital Onboarding

Say hasta la vista to NIGOs.

Step into the next era of financial advisor workflow with CyborgTech's innovative digital onboarding solution. Seamlessly transition from traditional paper systems to cutting-edge digital processes, designed to handle everything from investment management agreements to annuity program documents. Maximize efficiency, reduce errors, and stay ahead in a rapidly evolving industry.

Awards & Honors

Finalist
2020 WealthManagement.com Awards
Best New Product
Finalist
2021 US FinTech Awards
WealthTech of the Year
Winner
2022 FinTech Breakthrough Awards
Best Robo Advisory Platform
Winner
2023 FinTech Breakthrough Awards
Best Robo Advisory Platform
Finalist
2023 US FinTech Awards
Rising Star of the Year
Winner
2021 FinTech Breakthrough Awards
Best Robo Advisory Platform
Finalist
2021 WealthManagement.com Awards
Best Client Profiling & Risk Assessment
Finalist
2022 Finovate Awards
Best Wealth Management Solution
Finalist
2023 US FinTech Awards
WealthTech of the Year
Finalist
2023 Banking Tech Awards
Tech of the Future
Winner
2024 FinTech Breakthrough Awards
Wealth Management Innovation

If you’d like more information, book a meeting with one of our experts.

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