Streetbeat, an AI-driven wealth management platform, has secured an investment from 3Lines Venture Capital’s Orbit Fund.
The company, based in Palo Alto, California, provides automated investment solutions tailored for retail investors, wealth managers, and brokers.
The funding comes from 3Lines Venture Capital, a Denver-based firm that focuses on early-stage investments in AI-powered companies, Web3.0, and the future of work. The amount invested in Streetbeat was not disclosed.
Streetbeat’s platform leverages AI to optimise wealth management through its Wealth Copilot and AI Agents, providing real-time market insights, portfolio rebalancing, and compliance support for financial professionals. The company has gained traction among global wealth managers following its success in the B2C market, where over 80% of individual investors have reported profitability and trading volumes have risen by more than 20%.
3Lines Venture Capital CEO Krishna Kunapuli highlighted the potential impact of the investment, stating, “3Lines is pleased to partner with and invest in Streetbeat, an industry leading AI-powered wealth management platform, which is regulated by SEC and which will potentially unlock $300B in TAM. We are looking forward to working with the Streetbeat team of serial entrepreneurs.”
Streetbeat CEO Damian Scavo emphasised the platform’s efficiency and financial benefits, noting, “The Streetbeat platform offers significant ROI to Financial Advisors and Wealth Managers for compliance reviews, portfolio management and customer relationship activities. The platform provides AI-driven portfolio management, rebalancing and analysis as well as access to real-time market data and insights.
“Streetbeat platform allows 50% of the workflow to be executed 500x faster and more efficiently, which was not possible earlier, and it enables a potential increase in revenue by 100%.”
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