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Streetbeat

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streetbeat com helps users improve efficiency and achieve more through intuitive, powerful features for daily work.

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Type
Saas
Company
Streetbeat
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About Streetbeat

Streetbeat is an enterprise-grade AI platform specifically designed for the financial services industry. It offers a comprehensive suite of products that cater to wealth management, retail investing, financial compliance, and client engagement. The platform is SEC-registered as an investment adviser (CRD #315893) and holds SOC 2 Type I and Type II certifications, emphasizing regulatory compliance and data security. Streetbeat's solutions include Streetbeat Wealth (an AI copilot for portfolio analysis and rebalancing), Streetbeat Retail (a white-label investing platform for banks and fintechs), Agent Factory (a no-code AI agent orchestration tool with compliance guardrails), Streetbeat Marketing (AI-powered client acquisition), and a personal investing app for iOS and Android. The company, founded by Damian Scavo and Maciej Donajski, is headquartered in Palo Alto, California, and holds four granted patents related to AI defense, portfolio construction, and financial intelligence.

Key Features

AI copilot for portfolio building, analysis, and rebalancing for financial advisors
White-label AI investing platform for banks and fintechs
No-code AI agent orchestration with built-in compliance guardrails
AI-powered client acquisition and engagement marketing tools
Personal AI investing companion mobile app (iOS and Android)
SEC-registered and SOC 2 certified for security and compliance
Patented technology covering AI defense and financial intelligence

Pros & Cons

Pros
  • Enterprise-grade security with SEC registration and SOC 2 certifications
  • Multiple product offerings tailored to different financial use cases
  • Patented AI technology adds credibility and differentiation
  • No-code agent factory enables rapid deployment of AI workflows with compliance
  • White-label solution allows banks and fintechs to offer branded investing tools
Cons
  • Focused exclusively on financial services, limiting applicability to other industries
  • Pricing details are not publicly available; a free tier may have usage limits or be a trial
  • Mobile app features and availability (e.g., in specific regions) should be verified
  • Dependence on platform may require integration with existing financial systems

Best For

Wealth management and financial advisory portfolio optimizationRetail investing platforms for banks and fintech companiesFinancial compliance and regulatory reporting automationAutomated client acquisition and marketing for financial institutionsPersonal investing management for individual users via mobile appNo-code AI agent development for financial workflows

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FAQ

Is Streetbeat a regulated entity?
Yes, Streetbeat is an SEC-registered investment adviser (CRD #315893) and holds SOC 2 Type I and Type II certifications, indicating a high level of regulatory compliance and data security.
What products does Streetbeat offer?
Streetbeat offers a suite of AI-powered products for finance: Streetbeat Wealth (for advisors), Streetbeat Retail (white-label for banks), Agent Factory (no-code AI agents), Streetbeat Marketing (client acquisition), and a personal investing app. Each is designed for specific financial use cases.
Is Streetbeat free to use?
The listing indicates a free pricing model, but specific details about free tier limits or premium plans should be verified on the official website or by requesting a demo.
Can I build custom AI agents with Streetbeat?
Yes, Streetbeat's Agent Factory allows no-code orchestration of AI agents with compliance guardrails, enabling users to create automated financial workflows without coding.
What security certifications does Streetbeat have?
Streetbeat is SOC 2 Type I and Type II certified and holds multiple patents for AI defense and financial intelligence, as detailed on its security page.
Who are the founders of Streetbeat?
Streetbeat was founded by Damian Scavo (CEO) and Maciej Donajski (CTO). The company is headquartered in Palo Alto, California.