Synvestable, LLC. | Application Preview
Synvestable, LLC is seeking government grants to enhance its marketing efforts, allocating 90% of the funding for this purpose. The company has a fully operational platform that is well-received by customers for investment research.
Their business plan emphasizes continuous development of product offerings. A key highlight of their application is the recent patent filing for Synsense Advisor, marketed as the first fully autonomous AI financial advisor tailored for self-directed investors. This initiative aims to provide financial education, investment research, and portfolio tools, especially important given that over 70% of Americans currently lack financial advisors and many financial professionals are nearing retirement.
The competition includes established names like Yahoo Finance, Morningstar, and Edward Jones. Synvestable differentiates itself through superior visualizations, real-time data, and extensive use of alternative data, all driven by proprietary AI models. These innovations are designed to help users make informed financial decisions at both the portfolio and individual asset levels. A demo of their product is available online.
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General Information
Business Registration Number: 88-1806832
Location: Fort Lauderdale, FL, United States
Length of Operation: 1-5
Number of Employees: 1-10 Employees
Annual Gross Income: Less than $100k
Annual Gross Expense: Less than $100k
Open to Loans: NO
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Funding Usage
90% of our funding would go towards marketing efforts as our platform is fully operation and we have customers loving the the platform for investment research.
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Business Plan
Continuously developing our product offerings. We just file for a patent on our Synsense Advisor, the world's first fully autonomous AI Financial Advisor for the self-directed investor. We are focused on delivering financial education, investment research, and portfolio tools to help Americans better prepare their financial future. Over 70% of Americans are not working with any financial advisor, and with over 40% of financial advisors retiring in the next ten years, a new form of self-directed investment advisory is needed for America's future.
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Self Identified Competition
Yahoo Finance, Morningstar, Edward Jones. We offer more visualizations, real time data, and more alternate data. We also put a heavy focus on being AI-driven with our proprietary AI models helping our customers make better financial decisions, both at the portfolio level and individual asset level. We also have a patent pending on our Synsense Advisor, the world's first fully autonomous AI financial advisor. You can see a demo here: https://youtu.be/T-sLJoTdtVo
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Contact Applicant
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