Streetbeat Email Format

Financial ServicesCalifornia, United States11-50 Employees

Streetbeat deploys AI inside financial institutions to make every advisor more productive, every client interaction more personal, and every portfolio decision faster.

We cover the full advisory journey - morning briefing, client preparation, portfolio construction, real-time support, follow-up - so advisors spend less time on admin and more time with clients.  

Our AI also powers the client-facing side: conversational banking, personalized investment experiences, and digital wealth tools that institutions offer under their own brand.

For individual investors, Streetbeat offers a retail platform to build and manage AI-driven portfolios.  

Four verticals: Wealth Management, Private Banking, Asset Management, Venture Capital.

Built for regulated environments: EU AI Act, MiFID, GDPR compliant by design.                           

+15,000+ financial advisors. 15 countries. $25M raised through Series A.                                    

Palo Alto-founded. US and Europe.

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