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.

AgentRisk Lite
For one portfolio
  • Be your own robo-advisor

  • Made for DIY investors

  • Works with any brokerage

AgentRisk Wealth
AUM fee
  • 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

AgentRisk Together
One-time fee
  • Personalized 1-on-1 review of your entire portfolio

  • Actionable tailored advice

  • Flat one-time fee

Frequently asked questions

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