AI-NATIVE DECISION INTELLIGENCE

Know where to focus,
what next, and exactly why. For every household and portfolio.

HyperNorm AI monitors every portfolio, flags what matters, and recommends the next move, with clear rationale balancing market risks and opportunities aligned to goals and mandates.

Built forWealth ManagersandRIAs

Act nowToday · 8:02 AM
Harrington Family Trust Portfolio$4.2M
Severity 68 · SevereMandate: equity 11 pts over capRisk: tech 38% of US equityReturn: $462K under-earning
01 · Where to focusHarrington needs you on three fronts.

US equity is 11 pts over its 60% cap, most of the excess sits in tech as risk builds, and $462K is earning less than it could in core bonds.

MandateUS equity 71% vs 60% cap
RiskTech is 38% of US equity
Return$462K could earn ~$21K/yr more
THE PLATFORM

Everything you need to advise with confidence

  1. 01

    Market Signals & Research

    Every headline, earnings call and central bank move, traced to the households it touches. Ask the research assistant anything about markets or your book.

    Research · TodayLive
    RSHow would a rate cut change my ladder yields?
    Short-term Treasury yields would likely fall.Locking in before Wednesday keeps ~$8K a year of income across 9 households.
    SourcesFed statementTreasury curve2 research notes
    15 headlines checked today · 3 matter to your book
  2. 02

    Model Portfolios

    Change a model once. HyperNorm finds every household on it and checks each trade against that household’s mandate before it reaches you.

    Model · Core Growth 60/40112 households
    Swap the core bond fund for a lower-cost ETFFund fee 0.25% → 0.05%
    Rollout
    Ready to trade101
    Deferred for taxes8
    Excluded by client restrictions3
    ReviewRoll out to 101
    Saves clients ~$160K a year in fund fees · mandate checked
  3. 03

    Households & Portfolios

    Every account in the household in one view, from taxable to IRA, Roth and 529, scored daily on mandate, risk and return.

    Johnson Household · $1.9M41 Acceptable
    Joint accountTaxable$1.1M
    Traditional IRATax-deferred$520K
    Roth IRATax-free$180K
    529 planEducation$100K
    Hold bonds in the IRA, not the taxable accountAbout $3K a year less tax, with the same overall mix
    Scored daily on mandate, risk and return
  4. 04

    Goals & Planning

    See each goal’s funding odds move with the market, and what closes the gap before the review.

    Goals · funding oddsToday
    CarterHome by 203594%62% before this morning’s move
    DavisRetire at 6588%
    WilsonCollege in 203171%Add $400 a month to reach 85%
    Funding odds update daily as markets move
  5. 05

    Meeting Intelligence

    Walk in with a one-page brief. Walk out with your notes turned into tasks, trades and a client follow-up, all drafted.

    Client brief · Carter HouseholdTue 10:00
    Since last meeting
    Home goal: 62% → 94% likely funded

    After moving $780K into a 2035 Treasury ladder.

    Talking points
    1. 1Why lock in the goal now
    2. 2Tax cost of the sale
    3. 3Cash back to the 5% floor
    After the call · from your notes
    Send ladder summary to the clientDrafted
    Update the cash targetDrafted
    Book a Q1 check-in
Start free

Start free with one portfolio. See what it needs, and why.

Bring one portfolio and HyperNorm checks it against its mandate, its risk and its return, with the reasoning behind every recommendation.

HOW IT WORKS

Your data in, clear decisions out

BACKED BY

Why our investors backed us

From the funds behind our $2.2M seed round.

  • Capital 2B · Info EdgeInvestor
    We believe decision intelligence will become a foundational layer in wealth management, enhancing both advisor productivity and outcomes. HyperNorm is pioneering this category with an AI-native platform that transforms portfolio complexity into clear, explainable decisions.
    Amit BehlAmit BehlPartner
  • SenseAI VenturesInvestor
    By providing clarity on opaque financial instruments and helping to navigate intricate markets, HyperNorm optimizes investment strategies and asset allocation choices. This cutting-edge AI platform moves beyond simple workflow automation to serve as a critical judgment layer.
    Rahul AgarwallaRahul AgarwallaManaging Partner
  • Boundless VenturesInvestor
    HyperNorm AI is doing something structurally different: in wealth management building systems that reason about financial complexity, not just reducing friction around it.
    Natasha MalpaniNatasha MalpaniFounder and GP
  • Capital 2B · Info EdgeInvestor
    We believe decision intelligence will become a foundational layer in wealth management, enhancing both advisor productivity and outcomes. HyperNorm is pioneering this category with an AI-native platform that transforms portfolio complexity into clear, explainable decisions.
    Amit BehlAmit BehlPartner
  • SenseAI VenturesInvestor
    By providing clarity on opaque financial instruments and helping to navigate intricate markets, HyperNorm optimizes investment strategies and asset allocation choices. This cutting-edge AI platform moves beyond simple workflow automation to serve as a critical judgment layer.
    Rahul AgarwallaRahul AgarwallaManaging Partner
  • Boundless VenturesInvestor
    HyperNorm AI is doing something structurally different: in wealth management building systems that reason about financial complexity, not just reducing friction around it.
    Natasha MalpaniNatasha MalpaniFounder and GP
BUILT FOR

Who it’s for

Purpose-built for the professionals who manage real money and real relationships.

Wealth Managers & RIAs

Run a larger book without losing the personal touch.

HyperNorm does the daily analysis across every household, so your time goes to clients, not spreadsheets.

  • Every household ranked by severity, every morning
  • Market moves traced to your clients, in dollars
  • Briefs before meetings, follow-ups after
Get started
Firm Leaders & CIOs

One standard of advice across every advisor.

Change a model once and HyperNorm rolls it out to every household on it, checked against each mandate.

  • Model changes rolled out in one step
  • The same reasoning for every household and office
  • More clients per advisor, same team
Book a demo
Compliance Teams

Every recommendation checked, and on record.

Each trade is tested against the client’s mandate before an advisor sees it, with the reasoning saved alongside.

  • Mandate check before every trade
  • Rationale and clause saved with each recommendation
  • Nothing trades without advisor approval
Schedule a meeting
THE HYPERNORM TRUST STANDARD

Intelligence is powerful. Trust makes it invaluable.

Enterprise-grade security, responsible AI, and uncompromising data protection — designed for the demands of modern wealth management.

  • ISO 9001Quality managementIn progress
  • CSA STARCloud securityIn progress
  • ISO 27001Information securityIn progress
  • CSA STAR for AITrustworthy AIIn progress
  • SOC 2 Type IIAudited security controlsIn progress
  • Secure by Design
  • Responsible AI
  • Built for Finance

Better outcomes. Greater scale.

Start free with one portfolio, or book a demo to see HyperNorm run across your whole book.