Hosted memory for AI agents that forgets like people do
Stage
Established
Not given
Founded
2018
Not given
Based in
US
Not given
Pricing model
Not given
Free trial
Pricing
Not given
Two meters: user turns (per user turn) and stored memory (per GB-month). Pricing to be announced. Free tier with monthly allowance of turns and memories.
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
Conversation episodes with automatic cutting and concept-based organization
Activation fading by square root of time with significance tracking
Automatic fact extraction and indexing for recall
Recall system that surfaces relevant past facts when needed
Sleep function that fades context after 24+ hours of silence
Fallback to local tail when service is unreachable
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
Forgets like people do with fading by time, not truncation
Your model, your key, your loop; service only holds history
Facts kept permanently even as episodes fade from view
Decorate, submit, report: only three lines of integration
Human-inspired memory mechanism based on cognitive science