DelegateWealth is an AI agent that builds your portfolio, watches it every day, and explains every recommendation in plain language. It never moves a dollar without your approval — and it never holds your money.
No card. No bank connection. Nothing to lose.
Everything a good advisor does — allocate, monitor, rebalance, explain — was expensive because a person had to do it. The expensive part was always the explaining. That just became nearly free.
The agent asks about your age, goals, income and how you actually behave when markets fall. Then it proposes an opening portfolio.
Nothing is bought without you. Every position you hold exists because you said yes, and carries the reason it was suggested.
Every weekday it re-prices your holdings and tells you when your allocation drifts — and what moved.
It reports how each of your decisions turned out, including the ones you declined.
Today you practise with simulated money. When you are ready for the real thing, your assets stay in your own brokerage account, in your name. We are the intelligence layer on top — not the vault. We cannot lose your money, freeze it, or take it down with us.
You cannot economically offer wealth management to a member with $8,000 to invest. We run white-labelled under your brand, with an administrator portal, a complete audit trail of every recommendation, and member data isolated at the database level.
How the institution model worksThen decide whether it deserves your real money.
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