ProjectsAutomated financial advisor & broker

Automated financial advisor & broker

United States · Yunit

We took over the entire engineering behind an AI-driven investing platform that turns a conversation into an executed trade. The advisor reads real portfolio state and places real orders through the same tools our operators use, with payments and lifecycle email around it. As fractional CTOs we helped steer key architectural and business decisions.

meetbenson.com

Project length
1 year & ongoing
Team
3
Services
AI agentic developmentBackend developmentFrontend developmentCI/CDCloud services (AWS)Fractional CTO
Tech stack
Node.jsSwiftExpoOpenAIElevenLabsAWS

Estimate

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