RIA Intelligence Platform · Professional Advisors

Your Terminal.
Anywhere.
For Any Client.

The advisory intelligence platform built for the modern RIA.
Full market briefings, AI signal engine, options intelligence, and multi-client portfolio tools — on your phone, in the meeting room, away from the terminal.

Book a Demo → See Pricing

14-day free trial · No credit card · Manual onboarding available

$80M AUM managed by founder
170% verified return
12 AI models in consensus
Built by a real PM
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$80MAUM Managed by Founder
170%Verified Return · 2022–2026
12AI Models in Consensus
#1Portfolio Ranking · 4 Years
122%+Options Return 2023
$299RIA Core Starts Here
$80MAUM Managed by Founder
170%Verified Return · 2022–2026
12AI Models in Consensus
#1Portfolio Ranking · 4 Years
122%+Options Return 2023
$299RIA Core Starts Here
The RIA Reality

Every Advisor Knows These Moments

Click any card — see how Onvest solves it for you and your clients.

✈️
"I'm in a client meeting and can't pull up my Bloomberg."
You're at a dinner, on a flight, at a conference. The market just moved. You have no access.
Click to see the fix →
✓ Onvest Solves This
Your Bloomberg, Anywhere
Full signal dashboard, client watchlists, options intelligence, and market briefings — on any device, offline-ready, always available.
⏰
"I spend 3 hours every morning on research before I can even open my email."
Pre-market prep is a full-time job on top of your full-time job. Something has to give.
Click to see the fix →
✓ Onvest Solves This
Daily AI Briefing — Advisor Focus
Every morning: AI-curated briefing tailored to your client portfolios. What matters for your watchlist. What signals just fired. In 5 minutes.
💼
"My clients ask about options. I know the basics — but I don't have a deep dive tool."
Options are where the real opportunity is. But without the right tools, you're flying blind on Greeks, flow, and risk.
Click to see the fix →
✓ Onvest Solves This
Options Intelligence for Advisors
Full chain analysis, AI-scored strategies, Greeks risk scoring, and unusual flow alerts. Show clients exactly why you're recommending what you're recommending.
🔄
"Rebalancing 50 client portfolios manually takes my entire week."
You know what needs to change. Actually making it happen across all client accounts is a logistical nightmare.
Click to see the fix →
✓ Onvest Solves This — Premium
Multi-Client Rebalancing Engine
Set your target allocations. Onvest identifies drift across all client portfolios and generates trade recommendations — batch or individual.
📊
"I want to show clients I'm using AI — but I can't explain how it works."
AI is a client expectation now. But most tools are black boxes. You can't defend a recommendation you don't understand.
Click to see the fix →
✓ Onvest Solves This
Transparent 12-Model Consensus
Every signal shows which models agree and why. You can walk a client through the reasoning: "11 out of 12 AI models see a BUY here — here's what they're weighing."
🤝
"Finding new clients who fit my strategy is the hardest part of my business."
You're excellent at investing. You're not a full-time marketer. New ideal clients don't just show up.
Click to see the fix →
✓ Onvest Solves This — Premium
Client Lead Matching
Onvest's marketplace matches retail investors to verified RIAs by strategy, goals, and risk tolerance. Leads sent directly to you. Only available to active Onvest RIA users.
Platform Features

Pick the Modules You Need

Core plan includes everything an advisor needs daily. Premium adds automation, rebalancing, and lead matching.

🌅
Market Briefing
Core
AI-curated pre-market briefing focused on what matters for your clients today. Sector moves, earnings, macro shifts — in 5 minutes before the open.
  • Advisor-specific focus — not generic news
  • Key events and earnings calendar
  • Sector rotation and macro signals
  • Exportable for client emails
▶ Watch 30-sec demo
📋
Watchlist & Signals
Core
Multi-client watchlist aggregation. See all client holdings and the current BUY/HOLD/SELL signal for each — with 12-model consensus confidence scores.
  • Aggregate across all client portfolios
  • 12-model signal per position
  • Confidence score and model breakdown
  • Alert when signals change
▶ Watch 30-sec demo
🎯
Options Deep Dive
Core
Full options chain analysis for any ticker. AI-scored strategies, Greeks risk scoring, unusual flow detection — everything you need to advise confidently on options.
  • Full chain analysis and Greeks
  • AI-scored strategy recommendations
  • Unusual flow and volume detection
  • Exportable risk reports for clients
▶ Watch 30-sec demo
🔍
Discovery Hub
Core
AI-powered sentiment gauging and opportunity scanning across sectors, themes, and catalysts. Find the next position before your clients ask why you missed it.
  • Sector and theme sentiment heat map
  • Momentum and breakout scanning
  • Earnings catalyst discovery
  • Client-presentation-ready output
▶ Watch 30-sec demo
🤖
What Would I Trade™
⭐ Premium
The AI engine that thinks like your best trading instinct — on demand. Input a client's portfolio and goals. Onvest generates specific trade recommendations with full AI rationale.
  • Portfolio-aware trade suggestions
  • Risk-adjusted to client parameters
  • Full 12-model rationale included
  • Defensible to clients and compliance
▶ Watch 30-sec demo
🔄
Rebalancing Engine
⭐ Premium
Multi-client rebalancing automation. Set target allocations, identify drift, and generate trade recommendations across all client portfolios — in minutes, not hours.
  • Drift detection across all clients
  • Batch rebalancing recommendations
  • Tax-aware trade sequencing
  • Model portfolio builder and deploy
▶ Watch 30-sec demo
📊
Renko Charting
Noise-free charts with AI overlays — shareable with clients.
📄
Client Reports
AI-written portfolio summaries exportable as PDF or email.
🤝
Client Lead Matching
AI-matched retail investor leads sent to you. Premium only.
RIA Pricing

Two Plans. One for Every Practice.

Core covers your daily advisory workflow. Premium adds automation, rebalancing, and client acquisition.

Daily Advisory Intelligence
RIA Core
Everything an advisor needs to serve clients better — on the go, every day.
$299/mo
14-day free trial included
Cancel anytime · No annual commitment required
What's included
  • Daily AI briefing — advisor focus
  • Multi-client watchlist + signals
  • 12-model AI consensus per ticker
  • Options deep dive + pairing
  • Discovery hub + sentiment
  • Renko charting + AI overlays
  • Exportable client reports
  • API data access
Book a Demo →
Free trial available · Manual onboarding included
FULL
POWER
Complete Advisory Platform
RIA Premium
Core plus automation, rebalancing, model portfolios, and client lead matching.
$399/mo
14-day free trial included
Cancel anytime · No annual commitment required
Everything in Core, plus
  • What Would I Trade™ AI engine
  • Multi-client rebalancing automation
  • Model portfolio builder + deploy
  • Client lead matching marketplace
  • Tax-aware trade sequencing
  • Priority support + onboarding
  • Early access to new features
  • Dedicated account manager
Book a Demo →
Most popular for growing practices
Managing multiple advisors or a larger practice? Contact us for enterprise pricing →
Advisory Panel · Shape the Roadmap

Help Us Build the RIA Platform You Actually Want

We're talking to advisors, not guessing. Tell us your biggest pain points and what AI should solve for your practice.

🎯
Your Input Ships First
The most-requested features from RIA advisors ship before anything else. Your pain points become our priority.
🎁
3 Months Free
Advisors who complete this form and are willing to advise get 3 months free when we launch their requested feature.
🤝
Early Verified Access
Get early access to the Onvest Verified badge program and client lead matching before it opens to the public.
RIA Advisory Form
Your answers go directly to our product team. Be as specific as you want — the more detail, the better we can build for you.
🎁 Advisor Incentive
Complete this form + willing to advise = 3 months free when your requested feature launches.
AI interest areas (select all that apply)
SMA / Managed Accounts Own Investment Portfolio Rebalancing Automation Compliance Operations Marketing / Client Acquisition Options Intelligence Client Reporting Risk Management Research Automation
⭐
Your #1 Priority
This goes straight to the top of our roadmap
Coming Soon
Onvest Marketplace

Find Your Ideal Client. They're Looking for You.

AI-matched connections between retail investors and verified RIA advisors. You set your specialty and ideal client profile. We send you matched leads.

01
Apply for Verified Status
Complete your advisor profile — specialty, strategy, ideal client profile, AUM range. We verify your credentials.
02
AI Matches You to Investors
Retail investors complete a goals questionnaire. Our AI matches them to the advisor whose strategy and style fits best.
03
Receive Qualified Leads
You receive a PDF lead sheet for each matched investor — goals, risk profile, AUM, and contact info. First conversation is free.

Only Available to Active Onvest RIA Users

We only send leads to advisors who are actively using Onvest products or who embrace our product vision. This ensures every lead gets an advisor who is AI-informed, prepared, and aligned with how Onvest thinks about investing.

Apply for Verified Status →
Requires active RIA subscription
Get Started

Book Your Demo

We'll walk you through the platform and set up your first client portfolio. Takes 30 minutes.

Ready to See Onvest for Your Practice?

Tell us a little about your practice and we'll schedule a personalized demo — focused on the features that matter most for your clients.

We'll respond within 1 business day. No sales pressure — just a real demo of a real product.
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