BetaKit: Boosted.ai raises $20.9 million CAD to grow AI investment manager platform

“From day one, our clients have been asking for AI that truly mirrors their thinking," Pantony said in a statement. "This latest investment from our client base enables us to further enhance Alfa, our agentic AI platform, empowering finance teams to conduct deeper research, leverage broader analytics, integrate more data, and ultimately focus on higher-level, strategic work."

Covering our fundraising and how Alfa will "monitor everything happening in the world and notify me of anything that might affect my portfolio, and it can go to the next level and operate independently of the user," per CEO and co-founder Josh Pantony.

An honour from CB Insights Fintech 100 list to be including among stalwarts in the field of workflow automation for our advances in agentic AI.

Leo Almazora from Investment News breaks down the results of our survey of high net worth individuals - specifically that almost 8/10 of younger HNWI want their financial advisors to integrate AI into their services and that 82% consider themselves proficient in AI.

Boosted.ai Chief Revenue Officer Geoff Clauss speaks to Ed Hayes at Financial Advisor on the results of our survey that show that younger people are bigger AI users and want the same from their wealth managers.

Our CEO and co-founder Joshua Pantony joins Nicole Petallides on Schwab Network to break down why younger people are using AI and demanding it of their financial advisors

Boosted.ai CEO Joshua Pantony joins Andrew Bell on BNN Bloomberg to discuss why high net worth individuals are demanding AI usage from their advisors

In this insightful discussion with Remy Blaire of Fintech.tv, Josh Pantony breaks down how major financial institutions are leveraging AI to improve decision-making, enhance efficiency, and drive innovation in the financial sector.