Meet Felix
Advisor-grade guidance — you stay in full control of your money.
Every account in one place, kept current, turned into personalized, plain-English guidance: rebalancing, tax-smart moves, trade ideas. You place the trades yourself, in your own accounts.
The problem
Your wealth is spread across brokerages, funds, retirement accounts, cash, and property — with no single, current picture of the whole. So the big decisions get made on gut feel and a patchwork of spreadsheets.
Real guidance is hard to come by. Human advisors are expensive, slow to reach, and often steering you toward their own products. Robo-advisors take the wheel and drop you into a generic, one-size-fits-all portfolio. Neither is built for the investor who'd rather understand the decision and make the call themselves.
The idea
Felix works like a private wealth manager who answers only to you. Connect everything you own, and Felix refreshes daily, continuously analyzing your portfolio the way a great advisor would — then hands you a clear, explained set of moves to weigh. Felix never touches your money — just makes you far smarter about every move.
Built for people with real, growing portfolios who'd rather understand and decide for themselves than hand over the keys — and who want sharper decisions without giving up control.
What Felix does
One complete picture
Every account in a single, daily-updated view of your net worth: stocks, funds, retirement, cash, plus anything you add by hand, like property.
Advisor-grade analysis
Felix looks through every fund to what you actually hold, then maps your true exposure, drift, concentration, real performance, and the fees you're quietly paying — recomputed continuously, no spreadsheet required.
Your AI advisor
Personalized rebalancing, tax-smart moves, and multi-day trade ideas — each with the reasoning laid out in plain English, so you decide with confidence.
Ask anything
Plain-language answers about your own money, the moment you wonder — plus a private, incognito mode for the questions you'd rather not save.
News that's about you
Market and company news distilled to what actually moves your holdings, surfaced before it matters — not after.
Clarity to action
Every recommendation arrives as a simple do-this list. You act; Felix tracks what worked and sharpens over time.
Why Felix
- Advice, not automation. You keep full control — nothing trades on your behalf, ever. That keeps Felix simple and trustworthy, with none of the custody and regulatory weight that bogs down robo-advisors.
- Personalized to you. Felix reasons over your actual holdings, goals, and tax situation — not a generic risk bucket someone slotted you into.
- Built AI-native. What used to take a team of analysts now runs continuously, for you alone — depth and consistency no single advisor could match.
- Privacy-first. Your complete financial picture stays yours — always.