We deploy artificial intelligence capabilities for anyone with an investment portfolio

We believe that AI can help the next generation of Millennial and GenZ investors achieve better wealth outcomes. Our mission is to ensure that AI benefits all investors, regardless of their portfolio size.

We will consider our mission fulfilled if our work aids financial advisors and individual investors to achieve better wealth outcomes and alignment with each individual's ethics and goals.

People aged 58 to 76 (Baby Boomers) enjoyed decades of economic growth and amassed a jaw-dropping amount of wealth. Today, they control 70 percent of the America’s disposable income.

Currently, roughly 45 million Baby Boomer households are finalizing their estate plans and making arrangements to pass down their wealth. So who will be on the receiving end of this $70 trillion? The answer:millennials. To put things into perspective, millennials currently own less than 5 percent of the nation’s wealth.

In a matter of years, the dynamic will completely flip. They are expected to inherit $5 trillion over the next decade. By 2045, they’ll begin to inherit over $2.5 trillion annually. Historically, close to 90 percent of assets leave an advisor (and thus their firm) when a client passes away.  A recent survey by Investment News confirmed this by finding that 8 out of 10 millennials intend to sack their parents financial advisor.

In parallel to the great Wealth Transfer, we are witnessing the birth of the AI revolution. Millennials and Gen Z’s are rapidly changing they way they interact with the cloud, particularly with the rise of Large Language Models like GPT3. This year, Insider Intelligence estimates By 2026, more than half of internet users in the US will use voice assistants and conversational AI.

In the coming months we will be deploying our full AI conversational capabilities into our public API. We have currently deployed the full capabilities of the backend engine that powers the AI. Our public API is the simplest way to get professional grade investment visualizations into your platform. Quickly add our analysis with a simple API call. We cover performance, risk, ESG, impact, and sentiment.

To learn more, please visit Our API page.

Our API at developers.daizy.com

Meet the team...

These are the people making it happen. If you want to get in touch, contact us.
Jonty

Founder, Dreamer, Artist. Head of “Why are we even doing this?”

Deb

CEO – Relentless builder.

Andrew

Head of Great Conversations. Keeps the communication, commerce and vision flowing – CCO if you must know.

Hannu

Strategic maestro… what did we think we were doing next?

Jeff

Co-founder, Head of “Art of the Possible” and about 5 other super important things…. like data science for example.

Jon

Architect, Calculator, All-round mathematical Whizz. Head of Dry Risk-based Humour.

Marta

Head of Dev and … well.. most stuff including pineapple throwing. Ask Marta, she’ll know who, how, when and why.

Pavlo

Lead Dev holding it all together in every way.  Most things you tap in the app were probably put there by Pav.

Mykola

Dev making things happen you couldn’t even imagine needed happening.

Maxim

Dev – the magic behind the scenes requires someone special!

Snir

Conversation AI Dev – just ask the Chatbot and you’ll get it!

Pranav

Modelling, Finance, Research.  Head of Detail.

Jane

QA – What were those bugs we didn’t even know existed?

Denys

Devops Magician – that means doing mystical & complex stuff to keep the servers doing billions of calculations a sec.

Get started with DAIZY today.