Overview
Wealthstream is an AI-native financial planning platform that utilizes a multi-agent framework to automatically generate personalized client recommendations. Grounded in a curated knowledge base covering CFP and CPWA subjects, the system deploys specialized domain agents along with conditional archetype classifiers that activate to evaluate unique family and business complexities. It features a human-in-the-loop dashboard allowing advisors to evaluate strategies, trade-offs, and compliance guardrails before shortlisting advice.
