Mont Ai

Mont Wealth Management (operating as Mont AI) is an automated registered investment advisor that delivers digital investment advisory services exclusively through an interactive mobile application. Clients interact with Mont AI using a conversational artificial-intelligence chatbot to communicate their investment goals, risk tolerance, and preferences in natural language. Mont AI provides ongoing discretionary investment management featuring a direct indexing strategy that tracks the S&P 500 index, combined with tax-loss harvesting tailored to each client's specific circumstances. The service is fully automated, utilizing proprietary algorithms and machine learning models to construct, monitor, and rebalance portfolios without human advisors. Clients must establish and maintain an account with Apex Clearing Corporation as the qualified custodian to use the platform.