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Empower Your Financial Decision-Making with Strategic Data

Our Services

Private Wealth Management for Business Owners

Our Flagship and MVP application is designed for business value management in support of financial goals for the owners and their families.  It is a business planning module that can be added to a comprehensive financial plan.   It's for business owners and for advisors who are looking for a solution to add the closely held business asset to the financial plan.

Data Insights & Business Intelligence

Gain valuable information and insights on financial matters for businesses and individuals through our user-friendly interface for our custom machine learning models.  PrivEquity.ai is the interface.  At the core is our template we named RORi.  RORi is a customizable ai application combining multiple types of machine learning models and generative foundation models trained on various types of data as a group of RAG models.  We use ethically gathered open-source data, proprietary data provided by experts like Graeme Woods, and specific data provided by our customers.  

Customized Financial & Economic Analysis

Our platform offers versatility in financial and economic analysis, allowing us to customize apps and tailor their functions based on the specific needs and requirements of our clients. We use machine learning combined with RAG models trained on industry and company specific data to answer your burning business questions about your market, your customers, your inventory, your relievable, your logistics, interest rates, prospects, sales, investors, donors, productivity, projects, profitability, and so on.

Comprehensive Financial Consultation

Experience a full customer service journey with our team of financial experts, dedicated to providing personalized and comprehensive financial consultation. We assist advisors with the advanced strategies recommended in our flagship application, and work with private clients on implementing those strategies.

Seamless Integration with Your Financial Systems

Our solution seamlessly integrates with your existing financial ecosystem, ensuring a smooth and efficient transition to leveraging our powerful financial data and insights.

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