Automated AI equity research + execution for retail investors

Automated AI equity research + execution for retail investors targets a $25B = 100M retail investors x $50K avg AUM x 0.5% advisory/management fee total addressable market with medium saturation and a year-over-year growth rate of 10-25% (robo/advisory and automated trading adoption across retail segments).

Key trends driving demand: AI-driven research -- LLMs and specialized models can generate readable, structured equity research at scale, lowering marginal cost per report.; API-first brokerages -- programmatic trading APIs and fractional shares let software execute complex strategies for small accounts.; Retail sophistication -- younger investors demand active, data-driven products and are comfortable giving software trade permissions.; Performance transparency expectations -- users expect track records and backtesting; transparent metrics increase conversion and retention..