TAI

Control All of Your Investments from a Single App

Y CombinatorWinter 2022AcquiredFintechFintechConsumerInvesting

What they do

Problem

Investors struggle to manage and optimize multiple investment accounts across different platforms and lack actionable portfolio insights.

Solution

TAI is a mobile investing app that consolidates a user's accounts and uses algorithms and market themes to provide ETF-based portfolio recommendations and insights.

Who it's for

Millennial retail investors managing multiple existing brokerage and investment accounts.

Founders

Alexander Kwan

Founder

Previously 2nd employee and Head of Finance, Strategy, and Business Operations at Relativity Space. Formerly Sales at SpaceX. Started career in finance (Banking, hedge funds, and PE).