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Streetbeat
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Personal Finance (29)

Streetbeat Verified Tool

Enterprise AI infrastructure for wealth management, investing, compliance, marketing, and financial-service workflows.

Last Update: August 18, 2026

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Starting price Contact sales

Tool Information

Streetbeat is an enterprise AI platform built for financial services. Its current product family includes an advisor copilot for portfolio analysis and rebalancing, white-label retail investing, a no-code agent factory with compliance controls, and marketing automation for wealth-management teams. The company also maintains the Streetbeat App for AI-assisted personal investing.

The public enterprise site now uses a demo-led sales process rather than the older consumer subscription table, so the directory price is listed as Contact sales. The consumer app has separate disclosures and account-level terms; prospective users should review the current fee schedule and eligibility requirements before opening or funding an account.

Streetbeat is an SEC-registered investment adviser, but registration does not guarantee performance or remove investment risk. AI summaries, portfolio suggestions, backtests, and model allocations can be incomplete or unsuitable for an individual situation, so users should review official disclosures and seek qualified financial or tax advice when needed.

F.A.Q (16)

Streetbeat is an AI platform for financial institutions and investors, with products for wealth management, retail investing, agent orchestration, marketing, and a consumer investing app.

Yes. The tool still lists its AI-powered consumer app, but the main website now emphasizes enterprise financial-services products.

It supports financial advisors with portfolio building, analysis, rebalancing, proposals, reports, and client-workflow assistance.

The tool Retail is a white-label investing platform intended for banks, brokerages, and fintech companies.

It is a no-code environment for creating and coordinating AI agents with controls intended for financial-service and compliance workflows.

Yes. The tool Marketing is designed for advisor targeting, campaigns, engagement analysis, and product-adoption workflows.

The current enterprise website does not publish a standard package price and asks prospective organizations to schedule a demo. App fees are governed by the current official fee schedule.

Do not assume the current service is free. Advisory fees, account charges, underlying investment expenses, or enterprise fees can apply under the current agreement.

The tool states that the tool LLC is registered with the SEC. Registration does not imply a particular level of skill or guarantee investment results.

Its app and wealth products can help construct and manage portfolios from stated goals or strategies, subject to eligibility, product terms, and investment risk.

No. Investing can result in loss, and historical or hypothetical performance does not guarantee future performance.

No. Backtests are hypothetical and can omit real-world costs, behavior, changing market conditions, and other factors.

Custody and brokerage arrangements depend on the product and agreement; official disclosures identify the applicable broker or custodian.

Availability depends on the specific product, jurisdiction, and eligibility rules. Confirm access with the tool before relying on the service.

The enterprise products are positioned for white-label and integrated deployments, but scope, data access, and implementation requirements are determined during sales and compliance review.

Users should not rely on an AI response alone for an investment decision and should consult official disclosures and qualified professionals where appropriate.

Pros and Cons

Pros

  • Purpose-built AI for financial services
  • Advisor copilot for portfolio workflows
  • White-label retail investing infrastructure
  • No-code financial agent orchestration
  • Compliance guardrails for regulated workflows
  • AI-assisted portfolio analysis
  • Portfolio construction and rebalancing support
  • Client proposal and report automation
  • Marketing automation for wealth teams
  • Advisor targeting and campaign analytics
  • Enterprise integration options
  • SOC 2 Type I and Type II certification stated
  • SEC-registered advisory entity
  • Consumer investing app remains available
  • Market and portfolio question assistant
  • Support for institution-specific deployment
  • Multiple products can be deployed independently
  • Financial-services-focused security positioning

Cons

  • Enterprise pricing is not published
  • A sales consultation is required for institutional products
  • The product focus has changed from the older consumer-only listing
  • Consumer and enterprise products have different terms
  • Investment results are never guaranteed
  • AI recommendations can be inaccurate or unsuitable
  • Backtests do not represent future performance
  • Account and service eligibility can vary by jurisdiction
  • Third-party brokerage or custody fees may apply
  • ETF and other investment expenses reduce returns
  • Sensitive financial data requires strict governance
  • Implementation can require integration and compliance work
  • Not a replacement for individualized legal or tax advice
  • Users must read current regulatory disclosures before investing

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Overview

Pricing
Paid

Applicable Tasks

AI-investment financial-automation AI-advisor financial-market-analysis data-processing investment-platform

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