AI for asset and wealth management · ETH Zurich spin-off · Zürich

See beyond,
invest with AI

Grounded in financial theory. Powered by quantitative methods.

aisot brings AI into every step of your investment process, from analyzing your universe to monitoring your portfolios. Our agentic AI works alongside your team, while your team sets the direction and makes the decisions.

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  • ETH Zurich spin-off
  • Decisions stay with your team
  • Your data stays yours
  • Works alongside Bloomberg, FactSet and your in-house research

01 / 05 Evidence

Measured on portfolios

High-stakes environments like asset management demand AI that is rigorously tested and safely deployed. That takes deep expertise in AI and markets. As an ETH Zurich spin-off, we bring both.

TimeΔ up to

90%

Up to 90% time saved on portfolio management tasks

Validated with live client portfolios, including family offices and asset managers.

Risk · drawdownΔ vs BM

−20%

Lower risk (drawdown)

Relative average across the last 30 portfolios on the aisot AI Insights Platform vs. benchmark. Dec 2025.

Sharpe ratioΔ vs BM

+63%

Higher risk-adjusted performance (Sharpe ratio)

Relative average across the last 30 portfolios on the aisot AI Insights Platform vs. benchmark. Dec 2025.

02 / 05 Solutions

Agentic AI across the full portfolio lifecycle

From strategy and backtesting to rebalancing, optimization and monitoring.

Platform

AI Insights Platform

Value31% Momentum21% Quality26% Size13% Low vol9% 0% 25% 50%
Factor exposure · illustrative

AI-driven quantitative insights that streamline portfolio management and support investment decision-making.

Markets
Swiss, European, US, UK and Indian
Asset classes
Equities, ETFs (bonds, alternative assets) and digital assets
Return horizons
Weekly, monthly, quarterly and yearly
Works with
Bloomberg, FactSet and your in-house research
Learn more about AI Insights Platform

Models

LLMs for news sentiment

Forecast date t Traditional LLM look-ahead Time-boxed LLM stops at t
Training data vs forecast date · schematic

Trained on financial data and built to only use information available at the time of each forecast, our proprietary LLMs eliminate look-ahead bias and hallucination, delivering return forecasts you can rely on.

Learn more about LLMs for news sentiment

04 / 05 Track record

Trusted by industry leaders

Clients & partners

  • GenTwo
  • Haute Capital
  • MP Korolainen
  • Private Client Bank
  • 6 Monks
  • UX Wealth
  • AWS
  • Microsoft
  • House of Satoshi
  • Coinbase Prime

Backed by investors including Tenity, SIX Swiss Exchange and Felix Haldner, former Partner at Partners Group.

As featured in

  • Handelszeitung
  • Finanz und Wirtschaft
  • finews.ch
  • cash.ch
  • Citywire
  • Fintech Switzerland
  • startupticker.ch
  • allnews
  • Finovate
  • Real Vision
  • Coinspeaker
  • Sphere

05 / 05 Latest insights

Latest news

All articles

Next step

See beyond. Invest with AI.

Talk to our team about how aisot fits your investment process. A 30-minute call, no commitment.

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