Verified Return170%
AUM Managed$80M
AI Models12
Portfolio Ranking#1
Options Return 2023122%+
AI Advisors8+
Verified Return170%
AUM Managed$80M
AI Models12
Portfolio Ranking#1
Options Return 2023122%+
AI Advisors8+
AI-HYBRID ADVISORS · POWERED BY OCTOVEST

Your AI advisor.
Real expertise.
Always on.

8 specialist AI advisors — each with deep expertise in their domain. Like CNBC, but the experts are always available, always current, and always working for you.

Meet the AI Team → Build Your AI Practice

14-day free access · No credit card · AI + Human support

🎙 OTTO — Featured This Week Live
🐙
OTTO
Onvest Terminal Trading Oracle · 12 AI models
Markets opened down 1.2% on Fed commentary. NVDA BUY signal held overnight — 94% model consensus. My systematic entry criteria triggered at open. Full briefing?
📊 Morning Briefing
🌍 Macro Analysis
🎯 Options Flow
⚙️ Systematic Strategy
📋 Copy OTTO's Portfolio →
170%
Return
#1
Ranked
12 AI
Models
I
Pre-recorded AI Video
Educational content with AI avatar advisors. OTTO, ARIA, MACRO discuss the week's themes. Available now.
II
AI Panel — Live Inference
Real-time AI discussion. Ask a question, three specialists respond simultaneously. Like CNBC — on demand.
III
Sponsored RIA Advisors
Real advisors and their custom AI avatars replace placeholder specialists. Verified. Branded. Their clients.
THE AI ADVISOR TEAM

Eight minds. Every specialty.

Each AI advisor is trained on their domain, powered by 12 underlying models in consensus, and available 24/7. Click any advisor to open their briefing room.

⭐ This Week
🐙
OTTO
Onvest Terminal Trading Oracle
Systematic investing · Rules-based entries · Multi-model consensus signals
Systematic Copy Trade
12 models running · 94% NVDA confidence
🌅
ARIA
Adaptive Retirement Intelligence Advisor
Retirement planning · Income strategies · Long-horizon modeling
Retirement Income
Retirement model updated daily
🌍
MACRO
Market & Macro Research Oracle
Global macro · Fed policy · Geopolitical risk · Sector rotation
Macro Global
Fed watch · CPI alert active
📋
LEXA
Legal & Exchange Tax Advisor
Tax-loss harvesting · Gain optimization · IRA/401k · Year-end planning
Tax Optimization
Tax calendar: 23 days to Q1 deadline
🏛️
SAGE
Strategic Asset & Generation Executor
Estate planning · Wealth transfer · Trusts · Legacy structuring
Estate Legacy
Estate law updated · 2026 exemptions
⚡
VEGA
Volatility & Edge-based Greeks Advisor
Options strategies · IV Rank · Greeks · Iron condors · Credit spreads
Options Derivatives
IV Rank scan: 12 high-IV alerts
🗺️
ATLAS
Allocation & Total-portfolio Lifecycle Advisor
Portfolio construction · Asset allocation · Rebalancing · Risk management
Allocation Risk
3 portfolios drifted · Rebalance ready
🚀
NOVA
Next-gen Opportunity & Vision Advisor
Growth investing · Emerging themes · AI/tech · High-conviction opportunities
Growth Emerging
Edge match: NVDA · AMZN · COIN
ONVEST-VERIFIED HUMAN ADVISORS

When you want a real person.

Every verified advisor runs the OctoVest AI engine. Human judgment + machine intelligence.

SC
Sarah Chen, CFP
Tax Alpha & Financial Planning
✓ Verified
OctoVest AI briefing delivered 6:30 AM daily
$42M
AUM
4.9★
Rating
86
Clients
Book a Call → View Profile
MW
Marcus Williams, CFA
Investment Strategy Expert
✓ Verified
12 AI models · Options strategy updated
$78M
AUM
4.8★
Rating
134
Clients
Book a Call → View Profile
+
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FOR ADVISORS · OCTOVEST ENGINE

The Lego kit for AI advisors.

Onvest gives you every block to build a world-class AI-hybrid practice. Same engine as OTTO. Your brand. Your clients.

🐙
Your AI Avatar
Custom-branded AI advisor that speaks in your voice, follows your strategy, available 24/7.
Phase I — Available
📊
12-Model Signal Engine
GPT-4o, Claude, Gemini, DeepSeek and 8 more vote on every signal. Your avatar delivers consensus.
Phase I — Available
🌅
Daily Client Briefings
AI-generated morning briefings tailored to each client's watchlist at 6:30 AM. Zero prep from you.
Phase I — Available
📋
Copy Portfolio Engine
Clients one-click copy your portfolio with AI-adjusted sizing. One decision, all clients follow.
Phase II — Q2 2026
🎙
CNBC Panel Mode
Your AI advisor joins OTTO, MACRO, and ARIA in live panel discussions. Clients watch. Trust builds.
Phase II — Q2 2026
🎯
Lead Marketplace
Verified advisors get listed. Investors searching for AI-hybrid advisors find you first.
Phase III — Q3 2026
WHY ADVISORS JOIN ONVEST

Your clients already
expect AI.

⚡
Save 3 hours every morning OctoVest handles pre-market research, briefings, and signal monitoring.
🎙
Join the CNBC Panel Your AI avatar debates with OTTO and MACRO. Clients see your thinking in action.
📋
Copy trade at scale One portfolio decision flows to every client simultaneously.
✓
Onvest Verified badge Same standard as our founder's 170% verified return. Client-trusted.
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Reviewed in 48 hours. Get the OctoVest engine + marketplace listing.
Reviewed in 48 hours · [email protected] · (415) 939-6838