Streetbeat Email Format

Financial ServicesCalifornia, United States11-50 Employees

Streetbeat is a financial services company that integrates artificial intelligence inside financial institutions to increase advisor productivity, personalize client interactions, and speed portfolio decisions. It covers the full advisory journey—from morning briefings to post-meeting follow-up—aimed at reducing administrative tasks and enabling more time with clients. The platform also extends its AI to client-facing functions, supporting conversational banking, tailored investment experiences, and digital wealth tools that institutions can brand under their own name; it also offers a retail platform for individual investors to build and manage AI-driven portfolios, and it operates across four verticals: Wealth Management, Private Banking, Asset Management, and Venture Capital.

Headquartered in Palo Alto, California, Streetbeat serves the US and Europe with a network of more than 15,000 financial advisors across 15 countries. Its platform is designed for regulated environments, with compliance aligned to the EU AI Act, MiFID, and GDPR, and a notable recent development is the Tuition Rewards Program launched in 2024.

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