AI in Wealth Management

Public.com

Digital Disruptordeployedus
2,500+ Generated Assets created in first month; agentic brokerage roadmap for 2026
headline metric

AI Strategy

Public.com launched Generated Assets in November 2025 — a first-of-kind system where AI swarms of evaluation agents build custom stock indexes from natural language prompts — and is building toward fully agentic portfolio execution by 2026.

Headline Initiative

Generated Assets (AI-built custom indexes) + agentic portfolio execution

AI Capability Breakdown

2 of 7 capability areas active · Last updated 2026-03-10

Investment & Portfolio

Generated Assets: AI swarm builds custom stock indexes from natural language prompts

deployed

Public.com's AI swarm of evaluation agents screens every publicly traded stock based on a user's natural language prompt and assembles a custom index to invest in — launched November 2025. 2,500+ Generated Assets created in the first month.

Evidence

  • 2,500+ Generated Assets created in first month
  • AI evaluation agent swarm screens all publicly traded stocks
  • Natural language prompt to investable index

New Business Models

Agentic brokerage with conditional automated portfolio execution planned for 2026

announced

Public.com's roadmap includes agentic portfolio management — conditional automated trading rules like 'trim 10% of bank stocks if Fed cuts rates' — moving toward a fully autonomous AI portfolio execution model.

Evidence

  • Agentic portfolio management on 2026 roadmap
  • Conditional trade execution rules described
  • AI Research Tools already live (earnings call analysis, market insights)

No tracked activity in:

Advisor ProductivityClient PersonalizationResearch & ContentClient AcquisitionOperations & Compliance
← All ProfilesLast updated: 2026-03-10