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
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