# Streetbeat — AI for Finance | AI for Investing

> The most secure AI platform built exclusively for financial services. Streetbeat delivers enterprise-grade AI for finance, AI for investing, and AI for wealth management — trusted by institutions and regulated by the SEC.

Streetbeat is an SEC-registered investment adviser (CRD #315893/SEC#: 801-122213) headquartered in Palo Alto, CA. We build enterprise-grade AI solutions for wealth management, retail investing, marketing, and financial compliance. Our AI for finance platform powers intelligent portfolio construction, automated rebalancing, personalized client engagement, and regulatory compliance — all within a secure, patented infrastructure.

## Why Streetbeat for AI in Finance?

- **Purpose-built for financial services**: Unlike general-purpose AI, Streetbeat's platform is designed from the ground up for the unique demands of finance — regulatory compliance, fiduciary responsibility, and data security.
- **SEC-registered & SOC 2 certified**: The only AI platform in finance with both SEC registration and SOC 2 Type II certification.
- **Patented AI defense technology**: Dual-layer protection against adversarial attacks and internal AI governance ensures safe, reliable AI for investing.
- **170+ financial datasets**: Real-time market data, alternative data, and proprietary analytics power every AI decision.

## Core Products

- **Streetbeat Wealth** — AI copilot for portfolio building, analysis, and rebalancing. Augments financial advisors with continuous AI support, personalized client videos, newsletters, and Next Best Action recommendations. The leading AI for wealth management solution.
- **Streetbeat Retail** — White-label AI investing platform for banks and fintechs. Delivers market intelligence, personalized content, natural language financial Q&A, and event-driven insights. Enterprise AI for investing at scale.
- **Streetbeat RoboAdvisor** — Automated portfolio building, analysis, and rebalancing for any investor profile. AI-driven goal-based investing with intelligent risk management.
- **Streetbeat Marketing** — AI-powered client acquisition and personalized engagement at scale. Intelligent client segmentation, personalized campaign generation, performance analytics, and omnichannel communication for financial services.
- **Agent Factory** — Enterprise control center for AI agent orchestration and governance. No-code platform to build, test, and deploy AI agents with compliance guardrails. The most advanced AI for finance agent platform.
- **Streetbeat Guardian Angel** — AI-powered personal investing companion with automated portfolios, curated trading strategies, and generative AI for individual investors.

## Security & Compliance

- SEC-registered investment adviser
- SOC 2 Type I and Type II certified
- Patented AI defense system: adversarial attack protection and internal AI governance
- 4 granted patents covering portfolio construction, rebalancing, AI defense, and financial intelligence
- MiFID II compliant AI agents
- FINRA regulatory notice adherence
- Bank-level encryption and secure data handling

## Patented Technology

1. AI-driven thematic portfolio construction using NLP and generative AI
2. Integrated portfolio rebalancing with AI-assisted recommendations
3. Dual-layer AI defense: adversarial attack protection + internal behavior governance
4. Personalized financial newsletter generation based on user demographics, interests, and portfolio composition

## Use Cases for AI in Finance

- **AI for wealth management**: Automate portfolio construction, rebalancing, and client reporting
- **AI for investing**: Personalized investment recommendations powered by 170+ datasets
- **AI for financial compliance**: Automated regulatory monitoring and reporting
- **AI for client engagement**: Personalized videos, newsletters, and next-best-action recommendations
- **AI for risk management**: Real-time portfolio risk assessment and mitigation
- **AI for marketing in finance**: Intelligent segmentation and campaign automation

## Company

- Founded by Damian Scavo (CEO) and Maciej Donajski (CTO)
- Headquarters: 228 Hamilton Avenue, 3rd Floor, Palo Alto, CA 94301
- Contact: support@streetbeat.com
- Website: https://www.streetbeat.com
- LinkedIn: https://www.linkedin.com/company/streetbeat-com

## Links

- [AI for Finance — Business Solutions](https://www.streetbeat.com/)
- [Streetbeat Wealth — AI for Wealth Management](https://www.streetbeat.com/solutions/streetbeat-wealth)
- [Streetbeat Retail — AI for Investing](https://www.streetbeat.com/solutions/streetbeat-retail)
- [Agent Factory — AI Agent Platform](https://www.streetbeat.com/agent-factory)
- [Streetbeat Marketing — AI for Financial Marketing](https://www.streetbeat.com/marketing-dashboard)
- [Streetbeat App — AI Investing App](https://www.streetbeat.com/streetbeat-app)
- [Security & Compliance](https://www.streetbeat.com/security)
- [About Us](https://www.streetbeat.com/about)
- [Request Demo](https://www.streetbeat.com/request-demo)
- [Disclosure Library](https://www.streetbeat.com/disclosure-library)