Matty AI Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,330
Clients
135
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
135
Very HighAverage account size
$291
About
Matty AI Inc. provides discretionary portfolio management to individual clients (excluding high‑net‑worth individuals) through a mobile app-based platform, and generally does not require a minimum account size. Clients interact with the service by downloading the app and entering financial and goal information used to generate portfolio recommendations.
The firm's investment process is driven by its proprietary online system and uses methods including charting, technical and fundamental analysis, modern portfolio theory, ESG considerations, and short‑term trading when deemed suitable. Clients grant Matty AI discretionary authority to implement trades on their behalf through the platform once they accept the advisory agreement.
Compared with many peers, Matty AI is an internet‑only adviser—a relatively uncommon model for supported firms—and does not charge traditional percentage‑of‑AUM advisory fees; instead it charges a 3% fee on funds added to an account that is deducted by the money transfer agent. The firm reported a small discretionary asset base (about $36,582 as of December 2024), routinely directs trades through Alpaca Securities LLC, and does not perform regular account reviews or aggregate trades, features that may affect execution and oversight relative to other advisers.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Active portfolio management
Fee options
3% of funds added to your AI account, deducted before deposit into account
Main office location
Matty AI Inc.
5 Tryon Ave.
Greenville SC 29609, United States
Number of offices
1
Most active in
Matty AI Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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