About the company

US-based Streetbeat is an AI platform that helps financial advisors do their work faster and more efficiently by automating many of the manual tasks they currently handle across fragmented tools and legacy systems. Advisors can ask Streetbeat questions or give instructions in natural language, and its AI agents can pull live financial data, create portfolios, generate charts and reports, update CRM systems, prepare trade files, and keep a record of each step for compliance. By embedding directly into existing banking and wealth management workflows, Streetbeat helps advisors save time, reduce costs, and provide better service to their clients.

Sector

Fintech / AI / Wealth Management

Location

USA

Invested at

Series A