Shatterpoint is an AI-native operating system for wealth management. We unify structured and unstructured data into one source of truth, made actionable through contextual AI agents. Shatterpoint connects the tools advisors already use - CRMs, custodians, planning software - so insights flow seamlessly across proposals, onboarding, analysis, and reporting. The result is a unified, intelligent workspace where advisors spend less time on admin and more time on clients.
| Website | https://shatterpoint.ai/ |
| Employees | 5 (2 on RocketReach) |
| Industry | Technology, Information and Internet |
| Keywords | Asset Management Ai, Personalized Investing, Ai Powered Investing, Portfolio Management Software, Wealth Management Technology, Data-Driven Investing, Investment Analytics Platform, Machine Learning For Finance, Algorithmic Trading Platform, Automated Investment Platform, Portfolio Optimization Software, Financial Technology Solutions, Alternative Investment Strategies, Robo Advisor Technology |
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Cornelius Graubner is the Founder of Shatterpoint.
2 people are employed at Shatterpoint.