Felix
Proof of our work
Felix is our in-house venture and a showcase of how we build AI with AI. We use AI throughout the process, from shaping the product to building and testing it, with clear checks at every step.
The whole build is public through Field Notes, so you can see our thinking, our process, and the quality of work you can expect when we build with you.
Overview
Felix is an advisory-only private wealth manager.
It brings your financial life into one place so you can plan for the future, understand your portfolio, make sense of the news, and know what to do next.
Felix gives you a clear view of where you stand today and where you're headed, from whether you're on track for retirement to how your portfolio is exposed and what deserves your attention.
The problem
Managing your finances is hard, and getting professional help is expensive.
Your financial life is scattered across accounts, investments, cash, and property. Understanding what you own, whether you're on track, and what to do next takes time and expertise. Advisors are expensive, robo-advisors are generic, and DIY means piecing it all together yourself.
Yet much of effective wealth management follows a repeatable set of decisions: keep your allocation on target, harvest losses, deploy idle cash, manage risk, and stay on track for the long term.
Felix automates that underlying work and makes it accessible without the cost of a traditional advisor.
What we built
A wealth manager built around trust, traceability, and low cost.
Deterministic code computes the financials; AI explains them, keeping financial facts out of the model's hands. Every figure and recommendation comes from underlying data that can be traced and checked before it reaches you. You can open any recommendation and see exactly what facts it was based on.
The same architecture changes the economics. The analytics are cheap to run, and AI handles the routine work. Felix costs dollars a month rather than a percentage of everything you own.