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

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

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.

To learn more about the advisors currently working at Waldo.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
Ryan Belanger Saleh	N. Swanzey, NH	0

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