Transforming Data into Better Investment Outcomes

EquBot’s AI platform with Watson helps global investment professionals deliver better outcomes through portfolios as a service (PaaS).

Invest with Watson. Invest with Smart.

Trusted with $1.2 billion

Learn how EquBot AI with Watson delivers better investment outcomes

Asset Managers

EquBot’s AI platform with Watson helps asset managers navigate the exponential growth of traditional and alternative data through explainable AI powered portfolios as a service (PaaS), indexes, and signals.

Asset Owners

EquBot’s explainable AI platform with Watson transforms data into better investment outcomes for insurance companies and other asset owners through explainable AI powered portfolios as a service (PaaS) and signals.

Banks

Leverage EquBot’s AI portfolios as a service (PaaS), indexes, and signals with Watson to not only keep up with, but to thrive in an increasingly complex world of data. Stop missing significant amounts of market data. 

Wealth Managers

Harness the power of EquBot’s AI with Watson through AI powered portfolios as a service (PaaS) and signals to construct, monitor and adjust your clients portfolios to help them achieve their goals. 

Personal Investors

Personal Investors can harness the power of EquBot AI with Watson to transform data into better investment outcomes through AI Powered ETFs.

The Platform and PaaS Process

Set Objectives

You set the investment universe, horizon, restrictions, themes, risk, return, and more.

Construct Model

System utilizes machine learning, knowledge graphs, and natural language processing to construct the model.

Rigorously Test Model

You set the backtesting requirements and all data is authenticated.

Complete Explainable Model

Understand what drove risk and performance. Then the model continues to learn.

Easy Implementation

EquBot delivers AI portfolios, indexes, and signals on demand.

The EquBot platform understands the financial markets by reading and analyzing millions of traditional (e.g. financial statements) and non-traditional (e.g. news articles) data sources each day. With Watson, the EquBot platform is able to build intuition, experience, and to continuously learn as headlines break and new information becomes available.

Our Customers

EquBot is trusted by banks, insurance companies and asset managers.

EquBot Insights

Stay up to date on AI Powered Investing

90% of the data in existence today was created in the past two years.* The gap between what is available and what people can take in and analyze is wide and will only continue to grow. Much of this data is non-traditional; newer data such as social media posts, satellite imagery, and website traffic patterns that must be analyzed and organized to be useful. Each new piece of data represents a new possible insight on a company or the markets.

Leadership Team

The three founders have led artificial intelligence and machine learning projects for top silicon valley tech companies such as Intel, as well as managed multi-billion dollar portfolios for Goldman Sachs and Fidelity. They hold five advanced degrees from UC Berkeley and Stanford.

Recent advances in machine learning and cloud computing enable AI systems to analyze and continuously learn from the vast amount of data being generated each day.
*Please see the IBM website for more information. Information contained in IBM’s website is not incorporated by reference in, and should not be considered as part of this website ** Includes ETF and Index Assets