Open-source memory for AI agents that stays correct as facts change
Stage
Established
Not given
Founded
2018
Not given
Based in
US
SE
Pricing model
Not given
Freemium
Pricing
Not given
Open Source: free self-hosted. Oort Pro: $19/month (VAT included where applicable) with 5,000 saves a month, 25,000 recalls a month, and 1 GB of memory storage.
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
Memory recall with millisecond latency and explanations
Automatic fact lifecycle management
Data privacy with secrets scrubbed before saving
Export and forget capabilities
CLI and npm package
Integration with ChatGPT and Claude.ai
Flat-rate pricing that does not scale with history
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
Facts stay correct as they change, with closed-out old versions
Costs remain flat as memory history grows
Every recall can explain why it returned that memory
Self-hosted with no required API keys for open source