Wealth Management
for Entrepreneurs
AgentRisk helps entrepreneurs manage their wealth using proven investment strategies and a white glove service.
Built by Entrepreneurs, for Entrepreneurs
Founded by a team of successful serial entrepreneurs, AgentRisk helps other entrepreneurs manage their wealth, while they focus on their next venture.
Portfolios custom-built for entrepreneurs
As entrepreneurs ourselves, we understand you have unique requirements for managing your wealth. Perhaps you have stock options from an acquisition. Or maybe you need your portfolio to generate income as you're building your new startup. That's why we build a custom portfolio for each new AgentRisk client.
SEC-regulated fiduciary
Your money is in good hands. AgentRisk is a fiduciary financial advisor. Why this matters: we are legally required to always act in our clients' best interests. Further, AgentRisk is regulated by the Securities and Exchange Commission (SEC) and must abide by all applicable laws and regulations.
One-day liquidation
Whether it's for an angel investment or for a real estate deal, we believe that you should be able to access your money whenever you want. We liquidate your assets in one day, no questions asked, with zero lockup periods (subject to broker and market restrictions).
Startup-specific advice
We're here to help you while you're building your next startup. We introduce you to angel investors and advisors in the AgentRisk Network, help you navigate funding options, and make sure your portfolio is aligned with your new goals.
Investing for the long term
We believe that the key for long-term wealth generation is a well-diversified portfolio of low-cost ETFs, that uses automation to maximize your risk-adjusted returns.
When you sign up we build a custom portfolio that fits your exact situation. Once deployed, your portfolio is set on auto-pilot, always looking for opportunities to minimize your taxes and improve your portfolio performance, while ensuring your allocation remains aligned with your risk tolerance.
Time-tested strategies powered by machine learning
We believe that algorithms are superior to humans when it comes to managing your money. We also believe that your money should work even harder than you. This is why we apply cutting-edge machine learning algorithms to time-tested strategies on our portfolios.
Whether it's using deep learning models to accurately classify assets into sectors (to better diversify portfolios) or using computer vision models to identify opportunities for covered calls strategies (to increase returns), we're always looking for ways to optimize.
Wealth Management accessible for everyone
Even though we built AgentRisk to be a premium service for entrepreneurs, we are committed to making our technology available to everyone.
Be your own robo-advisor
Made for DIY investors
Works with any brokerage
Fully managed account
Custom portfolio allocation
Advanced portfolio optimization, tax-loss harvesting, rebalancing, and options strategies
White glove service and support
Access to the AgentRisk Network
Personalized 1-on-1 review of your entire portfolio
Actionable tailored advice
Flat one-time fee
Frequently asked questions
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