Draft:Linvest21
| Company type | Private |
|---|---|
| Industry | Financial Technology |
| Founded | June 12, 2023 |
| Founder | David Lin |
| Headquarters | New York, New York, U.S. |
| Products |
|
| Website | linvest21 |
Linvest21 is an artificial intelligence-driven fintech company focused on providing financial institutions and investment professionals with data-driven insights and automated solutions for portfolio management, tax optimization, and financial research. The firm, founded by David Lin, is headquartered in New York, New York.
History
[edit]Founding and Early Development
[edit]Linvest21 was founded in 2023 by David Lin, former Chief Technology Officer at JPMorgan Chase & Co. Linvest21 aims to significantly enhance investment management by leveraging artificial intelligence to provide data-driven solutions to financial institutions and investment professionals. The company focuses on developing comprehensive tools for portfolio management, tax optimization, and financial research. Linvest21 positions itself as a leader in the fintech landscape by building strategic partnerships with industry leaders to expand its reach and deliver innovative solutions to the market.
Milestones and Growth
[edit]Since its founding, Linvest21 has achieved several significant milestones. In 2024, the company launched Agentic CIO, its flagship AI-powered investment platform. Through its growth, Linvest21 has established strategic partnerships with industry players like AWS and Bloomberg. These collaborations have expanded Linvest21's reach and enhanced its ability to deliver comprehensive solutions.
Products and Services
[edit]AlphaCopilot: Agentic CIO
[edit]Linvest21's AlphaCopilot is an AI-powered platform designed to function as an intelligent co-pilot for Chief Investment Officers (CIOs), enhancing decision-making in portfolio management. The platform utilizes advanced machine learning algorithms to analyze vast datasets, identify market trends, and provide actionable insights.
Agentic Financial Advisor
[edit]The Agentic Financial Advisor is Linvest21's AI-powered virtual family office platform designed to augment financial advisors' capabilities in managing both public and private assets. The platform integrates comprehensive portfolio assessment tools with artificial intelligence to deliver personalized recommendations and insights. Developed to serve CPAs, RIAs, and CFPs, the system delivers personalized recommendations through its automated analysis and valuation capabilities.
Agentic Engineer
[edit]Linvest21's Agentic Engineer is an AI-powered development platform designed to enhance financial technology innovation by automating complex coding tasks. It streamlines platform development through intelligent integration capabilities and autonomous customization features. The system empowers engineering teams to maintain technological competitive advantages in the rapidly evolving financial services landscape.
Tax Alpha
[edit]Tax Alpha is Linvest21's AI-driven tax loss harvesting tool tailored for Certified Public Accountants (CPAs) and Registered Investment Advisors (RIAs). It automates the identification of tax loss harvesting opportunities, streamlining the process of offsetting capital gains with losses to minimize tax liabilities.
Company Culture and Values
[edit]Linvest21 prioritizes data security, adhering to industry best practices to protect sensitive financial information. The firm actively recruits professionals with expertise in both computer science and finance, collaborating with leading educational institutions to foster a culture of continuous learning and advancement. Through these initiatives, Linvest21 aims to transform traditional financial practices and deliver cutting-edge solutions to its clients.
 | Draft article not currently submitted for review.
This is a draft Articles for creation (AfC) submission. It is not currently pending review. While there are no deadlines, abandoned drafts may be deleted after six months. To edit the draft click on the "Edit" tab at the top of the window. To be accepted, a draft should:
It is strongly discouraged to write about yourself, your business or employer. If you do so, you must declare it. Where to get help
How to improve a draft
You can also browse Wikipedia:Featured articles and Wikipedia:Good articles to find examples of Wikipedia's best writing on topics similar to your proposed article. Improving your odds of a speedy review To improve your odds of a faster review, tag your draft with relevant WikiProject tags using the button below. This will let reviewers know a new draft has been submitted in their area of interest. For instance, if you wrote about a female astronomer, you would want to add the Biography, Astronomy, and Women scientists tags. Editor resources
Last edited by Dhruvsbe (talk | contribs) 2 seconds ago. (Update) |