Autonomous AI Financial Advisor
Orbis is an AI agent that monitors your investments around the clock, rebalances proactively, optimizes taxes, and alerts you when action is needed. No 1% AUM fees. No human bias. Just continuous, intelligent portfolio management.
Human financial advisors do critical work. But they sleep. They take vacations. They miss opportunities between 9am and 5pm. They have bias. They have capacity limits.
Orbis is an AI agent built for the investor who wants institutional-grade portfolio management without the institutional price tag. It watches markets constantly, acts on opportunities immediately, and reports back with complete transparency.
Drift detected. Action taken. Orbis rebalances your portfolio when allocations shift beyond thresholds — no waiting for quarterly reviews.
Orbis identifies harvesting opportunities in real-time, capturing losses to offset gains and reduce your tax bill — automatically.
Tail-risk alerts, correlation analysis, drawdown detection. Orbis flags issues before they become problems — not after the damage is done.
Weekly performance summaries, tax documents, allocation reports. Orbis generates what your accountant needs without you lifting a finger.
Link your brokerage accounts, IRAs, and 401ks through read-only integration. Orbis pulls your current holdings and builds from there.
Retirement, buying a home, building wealth. Orbis calibrates your risk profile and builds an investment policy tailored to your timeline.
Your portfolio is managed autonomously. Rebalancing, tax optimization, risk monitoring — all handled continuously. You get reports, not tasks.
Human advisors typically charge 1% of assets under management. We think that's too much for what an AI agent can do.
$50,000 minimum investment. No hidden fees. Cancel anytime.
"Wealth management was built for the wealthy. The tools, the advice, the attention — all reserved for people with seven figures. Everyone else got a spreadsheet and a prayer."
Orbis exists to change that. We believe the same AI infrastructure that manages sovereign wealth funds should be available to the nurse, the engineer, the small business owner. Not as a lesser version. Not as a chatbot. As a genuine autonomous agent that works on your behalf, continuously, without bias, without fatigue.
2026 is the year AI agents stop being curiosities and start being coworkers. Finance is where the transformation matters most — because time in the market beats timing, and everyone deserves a portfolio that never sleeps.
Join the investors who are already working with an AI that never takes a day off.