Sarasota, FL, December 9, 2025 - DeepVest, the AI powered investment research and strategy platform for financial advisors and individual investors, announced today a major advancement in its mission to bring clarity, transparency, and decision quality to a financial landscape that grows more complex every year. The company believes that both investors and advisors are entering a transformational period, a moment similar to the leap developers experienced when modern AI coding assistants created unprecedented leverage for those who learned how to prompt them effectively.
That same shift is now reaching the world of investing. Advisors are beginning to understand that their skill is not only in selecting securities or constructing portfolios, but in knowing what questions to ask and how to integrate real client context into every decision. The best advisors are experiencing a true 10x moment as they learn how to guide sophisticated AI systems to surface comparative analyses, strategy insights, and long term recommendations that reflect the nuances of every household they support.
Individual investors are seeing their own version of this shift. Although the typical retail investor may not engage deeply with research, there is a growing segment of sophisticated individuals capable of extracting enormous value from DeepVest. For those users, the platform offers a powerful family of tools that simplifies complex information, provides structured reasoning, and enables thoughtful decision making with far less manual effort. DeepVest respects the sophistication of these investors by giving them tools that match the way they already think and learn.
“DeepVest is the single greatest investor tool ever created. It turns hours of analysis into seconds and gives advisors a level of insight and speed that was previously unimaginable."
— Mike Lee, Michael Lee Strategy
Even so, the reality is unchanged. Most retail investors will continue to rely on a fiduciary for guidance, and the Investment Advisers Act of 1940 ensures that the advisor’s role cannot be replaced by AI. DeepVest is designed to support this relationship, not supplant it. The firm’s belief is that modern advisory work requires both human judgment and the ability to synthesize information at a level no individual has time to achieve manually.
DeepVest gives advisors the ability to convert meeting notes, goals, concerns, risk tolerances, and constraints into tailored strategic insights that historically required many hours of analysis. It brings institutional grade research capabilities to firms of all sizes in a safe, transparent environment. This begins to level a field that has long been tilted toward the largest and most resource rich firms, which have traditionally held advantages in research depth, modeling capacity, and execution speed. When smaller firms can deliver personalized, context aware strategies at scale, competition becomes more robust and investors receive a higher standard of service.
This shift also creates a clearer distinction among advisor types. Lifestyle practices built primarily around 60-40 allocations will still exist, but they will increasingly stand apart from advisors who deliver intentional, research driven guidance that reflects the real goals and conversations that define each client relationship. DeepVest believes that advisors who embrace modern tools will differentiate themselves through higher quality work, stronger client alignment, and more consistent outcomes.
For retail investors who prefer to work on their own, DeepVest provides structure without overwhelming complexity. It minimizes hallucinations, explains reasoning transparently, and helps users understand not just what an idea means, but why it matters. For investors who work with advisors, the benefit is magnified. They gain the advantage of a fiduciary equipped with better tools, more time, and deeper visibility into the rationale behind each recommendation.
With Sarasota as its home, DeepVest continues to invest in transparent engineering, rigorous data practices, and AI architectures built for both safety and precision. The company’s guiding principle is that high quality financial insight should not be limited to institutions with limitless resources. It should be accessible to anyone who wants to understand their decisions, act with confidence, and build a future aligned with their goals.
About DeepVest
DeepVest is an AI powered investment research and strategy platform built for financial advisors and engaged individual investors. It provides transparent analysis, context aware strategy support, and safeguards designed to minimize hallucinations. The platform transforms goals, conversations, and meeting notes into actionable insights that are easy to explore and understand. DeepVest is headquartered in Sarasota, Florida.