Waldo.AI, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$0
About
Waldo.ai provides discretionary investment management and sub‑advisory services exclusively to corporate and business entity clients through a web-based digital platform. The firm began operating in 2025 and currently serves a very small client base via online account opening and advisory agreements.
Investment advice is delivered through risk‑tolerance questionnaires that map clients to model portfolios composed solely of ETFs; these models are overseen by an investment committee and rebalanced on a monthly basis. Clients interact with the adviser only through the digital interface and are expected to update their profiles online so the system can adjust allocations as appropriate.
The firm is atypical among peers as a primarily internet‑only adviser that also sponsors a wrap‑fee program while serving only entity (corporate/business) accounts rather than individual or high‑net‑worth clients. Other notable features include ETF‑only models where individual security exclusions are not feasible, use of a directed broker/custodian under the program, and a promotional cash incentive program for new or existing accounts.
Client services
Portfolio management
Expertise
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
0.50% annually (50 basis points), charged monthly
Account minimum: $25,000
Main office location
Waldo.AI, Inc.
470 James St. Suite 007
New Haven CT 06513, United States
Number of offices
1
Most active in
Waldo.AI, Inc. has reported serving >5 clients in these states in the last 12 months.
Connecticut · New Hampshire · Texas
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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