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Founded 2015 · San Francisco, CA

The Investment Intelligence
Platform Built to Last

Onvest is an AI-powered financial intelligence platform built by a portfolio manager who beat the market four years running — and decided to make those tools available to everyone.

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170%Portfolio Return · Apr 2022–2026
#1Ranked 4 Years Running
$80MAUM Managed by Founder
12AI Models Aggregated
122%+Options Return 2023
Est. 2015San Francisco
170%Portfolio Return · Apr 2022–2026
#1Ranked 4 Years Running
$80MAUM Managed by Founder
12AI Models Aggregated
122%+Options Return 2023
Est. 2015San Francisco
Our Mission

To be the most intelligent global end-to-end digital investment advisor — democratizing institutional-grade AI for every investor.

Why We Built This

For over a decade, the best investment intelligence tools have been locked behind institutional access — Bloomberg terminals, quant desks, and hedge fund infrastructure that costs millions to build and operate.

Onvest was built to change that. We took the exact signals, processes, and AI frameworks that generated a 170% verified return since 2022 — and we built a platform to put those tools in the hands of every investor and advisor.

The financial markets are a gym. Most people walk in without a trainer. Onvest is that trainer — built by someone who has been in the market every single day.

Verified Track Record

The Alpha That Built This Platform

Every signal and feature in Onvest was forged in live market conditions — not back-tested theory.

170%
Portfolio Return
April 2022 — March 2026 · Verified against QQQ & SPY
$80M
AUM Managed
Founder personally manages using Onvest signals
#1
Portfolio Ranking
Ranked #1 real-time portfolio · 4 consecutive years
122%+
Options Return
Options portfolio performance · Full year 2023
Product Suite

Five Products. One Intelligence Engine.

Built for retail investors and professional advisors — with a marketplace connecting both.

🌊
DeepSees.ai
Entry Level · $9.99/mo

Simplified AI market intelligence for investors just starting out. Clean signals, no complexity.

  • Daily AI market briefing
  • Top 5 AI stock picks
  • Basic watchlist & signals
📊
Onvest Basic
Retail · $29/mo

Full AI intelligence for active retail investors — SMART signals, Renko charting, and options screening.

  • SMART signal engine
  • Renko charting
  • Options intro screening
⚡
Onvest Pro
Retail · $79/mo

The full SMART engine — options deep dive, discovery hub, portfolio backtest, and API access.

  • 12-model AI consensus
  • Options deep dive + pairing
  • Discovery hub + backtest lab
💼
RIA Professional
Advisory · $299/mo

Market briefings, multi-client watchlists, full options intelligence, and exportable client reports — on the go.

  • Advisor-focused briefings
  • Multi-client watchlist
  • Client report export
🏆
RIA Premium
Advisory · $399/mo

Everything in RIA Core plus What Would I Trade™ AI, rebalancing engine, model portfolios, and client lead matching.

  • What Would I Trade™ AI
  • Multi-client rebalancing
  • Client lead matching
🏛️
Advisor Marketplace
Coming Soon

AI-matched connections between retail investors and Onvest Verified advisors. Retail finds their ideal RIA. RIAs find ideal clients.

  • AI-powered matching engine
  • Onvest Verified badge system
  • Lead engine for RIAs
The SMART Process

The Engine Under the Hood

S
Signal Generation
Proprietary alpha engine built on 10+ years of live market performance. The core of everything Onvest does.
M
Market Intelligence
OnvestData aggregates multi-source financial feeds — equities, options, macro, sentiment, and global markets.
A
AI Consensus
12 AI models process every signal in parallel — then deliver a single, weighted consensus recommendation.
R
Risk Management
Options intelligence, portfolio controls, and downside protection built into every signal output.
T
Trade Execution
Integrated with Tradier, Alpaca, and Backtrader for seamless signal-to-execution workflow.

12 AI Models — One Consensus

Claude 4.6
GPT-5
Gemini 2.5
Grok 4
DeepSeek
Mistral
LLaMA
Perplexity
DeepSeek R2
Qwen
Command R
+ More
Rather than relying on one AI model's opinion, Onvest runs every prompt through 12 models in parallel — then synthesizes a weighted consensus. The result: signal confidence that no single model can match alone.
Leadership

Built by Someone Who Actually Trades

DW
Daniel Wu
CEO & Founder · Solo Builder

Daniel is a portfolio manager with over a decade of live market experience — not a technologist who decided to build a fintech product. He built every component of Onvest himself: the signal engine, the options intelligence dashboard, the RIA rebalancing suite, the Renko chart infrastructure, and the 12-model AI aggregation layer. The platform exists because he needed it first.

His personal portfolio, managed using Onvest's own signals, returned 170% from April 2022 to present — ranking #1 among real-time portfolios for four consecutive years and outperforming both QQQ and SPY by a significant margin.

170%
Verified Return
$80M
AUM Managed
#1
Portfolio Rank
10+
Years Trading
Coming Soon
Onvest Marketplace

The Advisor-Investor Bridge

Retail investors find their ideal advisor. RIAs find ideal clients. Onvest is the connective intelligence layer.

SC
✓ Onvest Verified
Sarah Chen
Tax Alpha & Financial Planning
"I don't just grow your wealth — I protect it. My clients average 23% less in taxes annually through proactive, AI-informed planning."
MW
✓ Onvest Verified
Marcus Williams
Investment Strategy Expert
"I run the same quantitative models institutional funds use. My strategy has outperformed the S&P 500 four years running."
RN
✓ Onvest Verified
Robert Navarro
Retirement Strategies
"Retirement isn't about stopping — it's about choices. I build income streams that outlast careers and market cycles."
Only available to RIAs actively using Onvest products. Apply for Onvest Verified →
Market Opportunity

Why Now

Four converging forces make this the right moment to build and scale Onvest.

01
AI Model Costs Collapsed
The cost to run 12 AI models in parallel dropped 90% in 24 months. What cost $100K/year costs under $10K today. The unit economics just became viable.
02
RIA Market Is Underserved
Independent RIAs manage trillions in assets but lack access to institutional-grade AI. No Bloomberg-equivalent exists at their price point — until now.
03
Retail Investors Demand More
The 2020s retail investor is sophisticated, frustrated by limitations of existing tools, and actively seeking AI-powered alternatives to traditional platforms.
04
Alpha Is Already Proven
We are not asking investors to fund a hypothesis. The signals work — 170% return over 4 years says so. We are asking them to fund distribution of a proven system.

Let's Build Something Together

Whether you're a VC evaluating an investment, a strategic partner exploring integration, or press covering the AI-in-finance story — we'd love to connect.

📍 San Francisco, CA  ·  info@onvest.com  ·  (415) 939-6838

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