AI wealth advisory for modern financial platforms
motif enables fintechs and wealth managers to deliver personalized wealth advisory and insights at scale.
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we work with
Financial Institutions
Neobanks
Fintech Platforms
Wealth Managers
Crypto Platforms
Investment Apps
Our intelligence foundation
A time-aware knowledge graph for wealth
motif connects financial data, news, and user portfolios into a unified intelligence system. Capturing change over time to enable smarter, more contextual decisions.
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The opportunity
Built for wealth platforms that want to scale smarter
motif helps fintechs, banks, and wealth managers deliver institutional-grade intelligence, without building costly research or AI teams in-house.
Scale insights without a research team
Deliver continuous market and portfolio insights powered by AI, without hiring analysts or building internal infrastructure.
Launch new revenue streams
Offer personalized advisory, automated portfolios, and premium insights, unlocking new monetization opportunities across your user base.
Grow without increasing costs
Serve more clients with the same team by automating analysis, reporting, and user interactions, while maintaining a high-quality experience.
The architecture
The temporal knowledge graph
LLMs hallucinate. Static data has no concept of time. Fragmented datasets can't reason across each other. motif builds something different.
The motif AI agent suite
Market insights agent
Markets explained, personally.
Monitors market trends, macro data, and portfolio movements, and explains what they mean for each of your clients, in their language, through their preferred channel.
- Proactive updates when opportunities or risks emerge
- Weekly wraps, daily briefs, or on-demand answers
- Delivered via chat, email, or dashboard
Profiling agent
Know your investor. Actually know them.
Static forms tell you what investors filled in. The Profiling Agent tells you who they are: their goals, their fears, and what's changed since the last time you asked.
- Adaptive conversations, not questionnaires
- Profiles that evolve with your client's life
- MiFID II suitability, built in
Investment agent
Advice that explains itself.
Personalized portfolios built from your client's profile, your product shelf, and live market data - with clear reasoning behind every decision.
- Tailored allocations across assets
- Clear reasoning behind every position: risk, return, cost
- Clients can ask "why" and "what if" in natural language
What we offer
AI-powered intelligence infrastructure
motif provides the missing intelligence layer for wealth platforms at fintechs and wealth managers. We offer: structured financial intelligence as a time-aware knowledge system that is based on high quality financial data, financial news and user profile & portfolios, fully connected with each other.
Deep User Profiling
Every investor is different. motif builds a living profile per user - connecting risk appetite, portfolio data, and behaviour into one actionable intelligence layer.
Automated Investment Proposals
Turn idle cash into opportunity. motif generates personalised, data-driven investment proposals in real time. No templates, no manual work.
Real-time Reporting & Insights
Markets move fast. motif surfaces the signals that matter the moment they emerge, with full context on what changed, why, and what it means.
A Conversational Interface
Ask anything, get real answers. motif's chat layer runs on your full knowledge graph, every response grounded in live portfolios and current market data.
Founding partner program
We're building this together with 10 early platforms
We're looking for partners who want to shape what AI wealth advisory looks like for the next decade.
We're onboarding one new platform per month. If this sounds like a fit, let's talk before the cohort closes.
3
spots remaining
Cohort 1 - H1 2026
A closed group of wealth platforms co-developing Motif alongside the founding team. Direct access, locked pricing, and a seat at the roadmap table.
Founding pricing
Founding partner rates: we'll never reprice you to standard.
Roadmap access
Monthly sessions with our product team. Your use cases shape what we build next.
Dedicated support
Direct line to the founding engineers during integration and beyond.
The team
Built by people who lived inside the problem
We spent a combined 60+ years inside the platforms we now serve - as advisors, engineers, and product leads at the institutions that define wealth management.
The mission