Web infrastructure that translates your site into an AI-readable version approved by you and served to agents at the edge
AI for Financial Prosperity
Stage
Not given
Established
Founded
Not given
2018
Based in
AE
US
Pricing model
Freemium
Not given
Pricing
Free eight-week pilot including onboarding and model costs. Three paid plans after pilot: Pay as you go (self-serve, usage-based), Subscription (self-serve, monthly or annual flat fee), and Managed (done by company, pricing quoted per site). All plans quoted per individual site based on page count,
Not given
Key features
AI agent rebuilds pages into semantic HTML, FAQs, and structured data
Vision pass captures facts locked inside images
Sifted pages use roughly 90% fewer tokens than originals
Served from edge, humans and search crawlers see original site unchanged
Before-and-after audit score for every page
Measures citations and AI referrals from sifted pages
Agentic Workforce Platforms for wealth, asset management, and insurance
Tax Intelligence and optimization platforms
Workplace to Wealth infrastructure connecting benefits and personal wealth
Distribution Science AI for advisor and investor reach
Magnifi AI search engine for investment discovery
AMP platform for wealth and distribution growth
Coordinated agents with shared context and enforced rules
AI enhances front, middle, and back office operations
What makes it different
Only AI agents see sifted pages; humans and Google crawlers see original site unchanged
Every claim traces 1:1 to original pages; AI never fabricates or adds content
90% fewer tokens per page while carrying 37% more readable content
Human in the loop approval for every page before serving to agents
Measures results with before-and-after comparison on your traffic
Industry-first agentic operating system for wealth
Unified platform replacing isolated tools across workflows
Mission-driven focus on better wealth outcomes for more people
Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
Comprehensive coverage of wealth, asset management, and insurance sectors