ai-wealth-management
(3)
Streetbeat
Streetbeat is a Palo Alto-based AI company building what it calls the most secure AI platform for regulated financial services. Its flagship product, StreetbeatPRO, gives wealth managers, banks and brokerages a set of agentic AI tools for investing, risk management, portfolio analysis and client engagement - built with compliance guardrails like audit trails, hallucination prevention and automated MiFID suitability checks. Founded in 2021 by serial entrepreneur Damian Scavo, the company says its platform is used by more than 4,000 advisors across 15 countries and raised a $15 million Series A in October 2025.
Auden Ehringer
Auden Ehringer is the Chief Technology Officer of Pave Finance and CEO of its technology subsidiary, Pave Labs. A Stanford-trained electrical engineer and computer scientist, he spent the early part of his career keeping some of the world's largest systems running - building Alexa sports features at Amazon Lab126 and serving as a Site Reliability Engineer on YouTube Discovery at Google. In 2023 he traded planet-scale infrastructure for the messier world of money, joining the New York fintech Pave Finance to build software that lets independent advisers automate and personalize portfolio management across thousands of client accounts. The platform he leads now helps oversee billions in assets, and in 2025 the company closed an oversubscribed $14M seed round.
Robert Mallernee
Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.