Wealth management for the AI era

Accessible and personal wealth management

Puro is the next-generation wealth platform: a conversational AI advisor backed by a proven portfolio model. Tell us your goals and get a tailored portfolio, transparent performance, hands-off investing, and a 24/7 expert in your pocket. Like having a personal investment advisor — at a fraction of the cost. Launching late 2026.

How it works

We take care of the full investment cycle.

01 · Conversational onboarding

Talk through your goals.

Our AI advisor walks through risk tolerance, time horizon, and any specific preferences in a natural voice conversation. By the end, your strategy is built — no questionnaires, no jargon.

02 · Backtested + transparent

See it before you invest.

Every strategy comes with a 16-year historical backtest. You see exactly what your starting amount would have grown to, the worst stretch the strategy went through, and how steady the ride was vs the S&P 500.

03 · Hands-off execution

Set it. We trade it.

Once you approve your strategy, our portfolio team takes it live and the model rebalances your positions as market conditions shift. No manual trades from you, ever.

04 · Always-on AI companion

Ask anything, anytime.

Once your strategy is live, your AI companion explains what's in your portfolio, today's moves, and relevant news — and walks you through any change you're considering. The strategy itself? That stays with our portfolio team.

Who does what

Professional wealth management. AI assistance and explanations.

The investment decisions that move your money are made by an industry-grade systematic quantitative model, like what leading hedge funds use to manage their capital. Our portfolio team supervises the model at all times. The AI layer never picks a security or touches your investments — it runs the conversation around your strategy. Two responsibilities, clearly separated:

01

Industry-grade Model

Picks the positions.

A multi-asset systematic strategy refined over 11+ years of development and validated against 16 years of historical data. Selection is mathematical, repeatable, and audited.

02

Portfolio Team

Oversees the model.

Our human portfolio managers monitor the model's signals, review every deployment before it goes live, and adjust the framework as markets evolve.

03

AI Companion

Speaks for the platform.

AI runs the conversation — onboarding, explanation, market context, plain-English answers about your holdings. It never picks a security.

See it live

Your investments at your fingertips.

Monitor your portfolios 24/7 with live market data, news feeds, and build-in, AI-assisted analytical tools that give unparallel insights into your portfolio and market events. Full conversation history means the platform knows and optimizes around your specific preferences and goals.