AI Investment Co-Pilot

The AI investment edge
your portfolio has been
waiting for

Veltora brings institutional-grade AI to self-directed investors — personalized strategies, real-time insights, and full portfolio clarity in one platform.

Start my free analysis See how it works

No credit card required · Connect your brokerage in 2 minutes · Cancel anytime

$2.4B+ Assets analyzed daily
47K+ Self-directed investors
3.8× Avg. insight-to-action speed
12+ Brokerages connected

Why Veltora

Hedge fund intelligence.
Without the hedge fund fees.

You've outgrown generic robo-advisors. You're not ready to become a full-time trader. Veltora sits in that gap — your AI co-pilot that reads your entire portfolio, understands your goals, and surfaces the moves that matter.

Full Portfolio Aggregation

Connect every brokerage, IRA, and 401(k) in minutes. Veltora sees your complete financial picture — not just one account — and analyzes it as a whole.

Natural Language AI Queries

Ask "Am I over-exposed to tech?" or "What should I rebalance this quarter?" in plain English. Veltora answers with data-backed reasoning, not generic advice.

Automated Strategy Execution

Set rules, thresholds, and rebalancing targets. Veltora executes trades on your behalf — with full transparency at every step and human-in-the-loop controls.

Real-Time Risk Intelligence

Veltora monitors sector concentration, correlation risk, and drawdown probability — alerting you before problems surface, not after they've cost you.

No Hidden AUM Fees

Flat monthly pricing — not a percentage of what you've built. Keep more of your returns. We grow when you stay, not when your balance grows.

Institutional AI Models

The same quantitative signals used by hedge funds — factor models, macro overlays, earnings momentum — delivered in plain English, tuned to your goals.

How It Works

Up and running in three steps

No spreadsheets. No finance degree. No code. Just connect, ask, and act.

01

Connect Your Accounts

Link every brokerage, retirement account, or taxable portfolio via secure read/write API. Takes under two minutes. Your data stays encrypted and private.

02

Ask in Plain English

Query your portfolio like a conversation. Veltora's AI parses your goals, risk tolerance, and holdings to give you precise, personalized recommendations — not generic guidance.

03

Automate and Grow

Approve a rebalance, set an alert, or let Veltora execute your strategy automatically. You stay in control — the AI does the heavy lifting.

What Investors Say

Real investors. Real results.

"I had accounts at Fidelity, Schwab, and a crypto exchange. Veltora was the first tool that actually unified them and showed me I was 70% overweight in tech."

Marcus T.

Software engineer · $180K portfolio

"Betterment felt like a black box. Veltora gives me the why behind every recommendation. I've cut my fee drag by $2,100 a year just from the initial analysis."

Priya R.

Product manager · $310K portfolio

"I asked 'should I be worried about a recession hitting my portfolio?' and got a risk breakdown by sector, a drawdown estimate, and three specific hedging options in under 30 seconds."

David L.

Physician · $475K portfolio

Start Free Today

Stop leaving money on the table.
Your AI co-pilot is ready.

Connect your portfolio today and get your first AI-powered analysis — free. No credit card, no commitment. Just clarity on where you actually stand.

Get my free portfolio analysis

No credit card required · Takes 2 minutes · Cancel anytime

256-bit AES encryption
SOC 2 Type II compliant
Read-only access by default
47,000+ investors trust Veltora