Magnifi is an online platform that uses artificial intelligence to help individual investors, investment advisors, and wealth managers navigate exchange-traded funds, individual stocks, and mutual funds. Magnifi's technology generates investment recommendations based on user searches, goals, risk tolerance, and current portfolios. Clients can use the platform to discover investments, analyze information, build portfolios, and track investments. Clients can also open a brokerage account through the platform to execute trades.

Assets Under Management$2.2M
Clients10,121
AdvisorsN/A
Avg. per Client$220
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Magnifi offers access to its platform on a subscription basis. Clients pay a monthly fee of $14 or an annual fee to access the AI-powered investment advice and platform features.

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