InvestorSight, a fast‑growing AI startup that helps investors spot market trends, has teamed up with Longacre Square, a boutique advisory firm that specializes in portfolio strategy. The partnership was announced today in a joint press release that said the two companies will combine InvestorSight’s data‑driven insights with Longacre Square’s hands‑on advising to create a new suite of services for individual and institutional investors.
“We’re thrilled to bring our advanced AI tools to Longacre Square’s deep market expertise,” said InvestorSight CEO Dana Patel. “Together we can give clients faster, smarter decisions and deliver results that matter.”
Longacre Square’s managing partner, Jonathan Reed, added, “InvestorSight’s technology will give us a powerful edge in spotting opportunities. Our goal is to turn that edge into tangible gains for our clients.”
The collaboration will roll out shortly, beginning with a beta program for select clients. The two companies say the pilot will test a joint platform that delivers real‑time alerts, custom risk reports, and automated portfolio updates. If the beta succeeds, the platform could launch nationwide next year.
Industry analysts see the partnership as part of a growing trend that blends machine learning with traditional investment advice. “Financial advisors are increasingly turning to AI to enhance their recommendations,” noted Bloomberg Market Advisor Sarah Kim. “A firm that can blend both skills is positioned to capture a growing segment of investors looking for technology backed guidance.”
InvestorSight is a New York‑based startup founded in 2021, known for its conversational AI that answers investor queries and its proprietary index tracking tools. Longacre Square, with roots in 2014, has worked with hedge funds, private equity, and family offices to build custom investment strategies.
For more details on the partnership, investors and clients can visit InvestorSight’s website or contact Longacre Square’s media office.
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