Long-term memory for AI agents that organizes itself and corrects itself
Stage
Established
MVP
Founded
2018
Not given
Based in
US
SE
Pricing model
Not given
Free
Pricing
Not given
Personal: Free during early access. Unlimited memories, all agents with separate memories, no card required. Enterprise: On request, set up by the team for departmental organization with cross-department sharing and direct support.
Key features
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
Self-correcting memory that updates when facts change
Historical memory queries with time-based retrieval
Automatic topic organization and hierarchy
Separate memory for each agent with controlled sharing
Multi-agent support via MCP, REST API, or LangGraph
AES-256 encryption at rest and in backups
OAuth 2.1 authentication and API key management
Data export and deletion capabilities
37 MCP tools with automated verification on every code change
What makes it different
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
Understands what changed, when it was true, and where it belongs - beyond vector database similarity
Never contradicts itself by automatically replacing outdated facts
Fully GDPR aligned with built-in privacy by design
Two-minute integration with Claude, ChatGPT, Cursor and any MCP client
Data stays in Europe on AWS eu-north-1 and never used for model training