
Wealth Horizon is the AI-native wealth intelligence platform that turns fragmented data into proactive opportunities for advisors, family offices, and institutions. It aggregates assets from 230+ custodians and providers into one unified view in minutes, then uses AI to continuously scan portfolios, client situations, and markets. The platform auto-surfaces high-impact actions—like tax-loss harvesting, rebalancing, Roth conversions, risk alerts, and optimizations—with clear rationale, projected value, and one-click execution. Advisors reclaim 15+ hours per week, double AUM without adding headcount, and deliver better outcomes through real-time intelligence. Built for forward-thinking wealth professionals who want to eliminate data silos, capture missed alpha, and scale efficiently.