Become an Augmented Investment Advisor
Saperity is an AI-native platform to increase the depth & velocity of the investment process. Be the thought-leader your clients can trust.
Client Service of the Future
Empowering advisors to research and construct portfolios with deep market intelligence and quantitative frameworks. By removing the middlemen, advisors can focus their time and energy on clients and deliver independent insights.
Legacy Advisor
- Uses expensive third party research constrained by human capacity with hidden conflicts of interest
- Spends hours synthesizing information across multiple sources to research and manage portfolios
- Relies on resource-heavy portfolio advisory teams or providers to optimize for investment success
- Uses generic AI chatbots which are not finetuned for investing purposes
Saperity-augmented Advisor
- Performs current and on-demand institutional-grade research through an agentic workflow purpose-built for investing
- Transforms natural language ideas into actionable optimized portfolios within minutes
- Manages and stress-tests portfolios with state-of-the-art models
- Generates insightful content for clients efficiently
Add Superpowers to the Investment Process
The first and last miles belong to you. Saperity synthesizes market data, financial statements, and real-time news into actionable intelligence—work that used to take hours now takes minutes.
Explore
Interact with natural language to explore themes and stocks. Sapia, your desk analyst, is there to interact with saved ideas, portfolios, custom baskets, and external news sources.
Research
Dive deep into macro, thematic baskets, or a single company. Get a forward looking view drawn from comprehensive data.
Express
Express your view and construct portfolios for your clients. Look at historical performance, risk metrics, and generate trades. Edit the generated analysis to fit your style and views.
Information Synthesis at Scale
Automate without commoditizing. Streamline information between market data, research platforms, news, qualitative data, and your own ideas - all in one interface.
Financial Statements
Quarterly filings with industry-specific ratio analysis
Market Data
Price action, volume, volatility, and momentum metrics
Real-Time News
Integrated analysis with current events, news, and commentary
Advanced language models using market data and multi-agent workflows fine-tuned for investment management.
Meet Sapia
Your dedicated desk analyst who knows your session context and is always ready to help.
Sapia: Desk Analyst
Always online
Hi! I noticed you were researching semiconductor stocks earlier. Would you like me to suggest some related themes for portfolio construction?
Yes, what themes would work well with AI infrastructure?
Based on your research, here are complementary themes:
Ready to Transform Your Research Workflow?
Join the next generation of AI-augmented wealth advisors. Start building smarter portfolios today.
Get Started