By innovators, for innovators
At Sofistic.AI, we are a passionate wealth management and tech team, on a mission to build an innovative, data-driven platform that enhances the efficiency and decision-making of wealth advisers, enabling them to deliver superior financial outcomes for their clients.
Mission
Empower wealth advisers to drive financial success for their clients
Our Story
Transforming Wealth Management
Mid 2023
Sofistic.AI emerged from a vision to revolutionize wealth management, after a successful Tech Entrepreneur recognized a gap in traditional solutions following his exit
Early 2024
Bringing the vision to life, the Sofistic.AI team started building the platform and a top Canadian Bank became an early adopter
Mid 2024
Sofistic.AI opened their main office in the Old Montreal (Canada) and successfully completed a seed round supported by Industry Experts and Innovators
2024 - Present
We continue our mission to make smart wealth management available to all family offices and wealth advisers, working hand-in-hand with them to build the ultimate solution powered by AI
Empowering wealth advisers to
make informed decisions
Team
