A complete list of active advisors currently associated with Matty AI Inc.

Warmer can help you find a great advisor at Matty AI Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Matty AI Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Natalie Cooper profile photo Natalie Cooper
Greenville, SC
9
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)