A complete AI platform to drive financial outcomes
Celestice™ is a next generation wealth management AI. It is a state-of-the-art AI that not only provides insights and analysis but helps orchestrate net outcomes. It serves wealth advisors (RIA, CFP), asset & investment managers (pension funds, insurance & sovereign wealth funds), banks and credit unions as well as self-directed investors and family offices.
Celestice is an agentic AI native platform built ground up with AI, not a chat copilot bolted on to a legacy system that merely answers questions. It is a comprehensive autopilot that knows and does everything autonomously, while you stay in control. A product that shifts the burden of busy work and interpreting complexity to AI agents.
Wealth without the work
Let AI build a fortune without you doing the math.
From investment to savings to tax, all on autopilot.
On the horizon’s far sweep, gaze as though distances meet; And on the hilt near your hand, look as across all the land. For when the near is set free, worry will fade and flee. And when the far is held fast, what angst can ever last?
An intelligence that reads the rhythm, gathers the scatter and finds flowers in the rain.
Markets bubble and bottom. Life happens. The AI magic spots asymmetric risk reward opportunities, maximizes yields and returns, minimizes losses and drawdown, hedges volatility, conserves cash and capital.
All major asset classes
Tax smart
Risk controlled
60%
Automanage assets
Automatically track, trade, transact, tally and tabulate ~ no sweating the small stuff.
Autobalance portfolio
Just set and forget. Smarty optimizes how you grow your wealth.
Autopilot retirement
Growth maximized. Losses minimized. Capital conserved. Chaos cleared.
Tax & Insurance
Smooth the sail. Steady the ship. Stay the course.
With efficient tax structure, risk modeling and insuring uncertainity, the AI sustains forward momentum on your financial journey no matter what life brings.
Insurance coverage
Cover all bases before you swing, ready for anything out of left field.
Tax planning
Keep more of what you make and make more from what you keep.
Risk mitigation
What if ? scenarios to stay ahead of the play, whatever life throws your way.
Asset Management
You are always in control
Predictive, adaptive AI that turns market signals into execution ~ tailored to your financial profile ~ on your terms, at market speed.
Dynamic Portfolio Optimization
Predictive modeling and analysis
Advanced predictive machine learning delivers forward-looking analysis on price movements and market trends. These actionable insights are based on time tested strategies to maximize portfolio growth.
Continuous and real time adaptive system
Markets move fast. Our strategies adapt faster. The AI is multi agentic and evaluates all market shifting signals to continuously recalibrate for optimal outcomes.
Autonomous workflows or decision support
The AI actionables are not only based on market signals but also tailored to your financial profile. It can execute permissioned workflows autonomously. But its your money and your call.
Done for you
A wealth genie at your command
Agentic AI unlike any other ~ see what’s possible, approve and watch it unfold.
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Comprehensive workflows
Link accounts to unlock dashboards and workflows that track and do everything.
Actionable wealth creation
AI auto generates clear action items. Review, approve, and set them in motion.
End to end autonomy
Specify tasks and outcomes and agents can take over and see it through end to end.
100 M+ NAV
10M+ DPP
99% CRR
AI Wealth Super App
All in one AI wealth builder
Everything you need to automate your finances and take control of your life powered by intelligent agentic AI.
Agentic AI
AI with advanced financial models and multi agentic architecture to automate workflows.
Asset Management
Super optimized dynamic portfolio management with active trading strategies.
Debt Optimization
Make credit leverage work for you, from swipe-happy cards to dream-home loans.
Income & Expenses
Keep more of what you earn and earn more on what you keep. Done for you.
Tax Planning
Planning that transforms escalating payments into resounding returns. Done right.
Retirement & Goals
Getaways or golden years ~ AI guiding you all the way to goals that actually get there.
Total Portfolio Management
All in one Asset Management
Everything you need to automate investing with AI that always and constantly optimizes net outcomes
Automatic Portfolio Construction
Dynamic Portfolio Optimization
Self-Directed & Direct-Indexing
Simulation & Rebalancing
Risk Management
Tax Smart Investing
Private Equity
Fixed Income
Autonomous Trading (with HITL)
Alternative & Real Assets
Credit Intelligence & Deal Flow
Autonomous Agentic AI
Advanced AI
Multi workflow multi agent multi turn collaboration. Agents that live long and PROSPER™ [Perceive, Reason, Optimize, Select, Plan, Execute, Refine&Repeat]
