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
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Let AI build a fortune without you doing the math.
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From investment to savings to tax, all on autopilot.
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Take out the mundane and take back your weekends.
Alpha Street.
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?
- Book of Five Rings (adaptation)
Retirement Planning
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401(k), IRA Rollovers & Roth Conversion
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Estate & Tax Planning
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Stress Testing & Scenarios
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Adaptive planning → feather your nest egg, come rain or shine
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Goals → kick that bucket list, before you kick the bucket 😁
Take charge of your financial life!
The new code for old wealth.