An AI-native operating system for Registered Investment Advisors
Thesis reduces the operational work of running an advisory practice — client onboarding, portfolio analysis, and research — while increasing accuracy, auditability, and scale.
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What we're building
NIGO Onboarding
Deterministic account-opening validation. Applicant profiles and documents are checked against custodian rules before a Not-in-Good-Order exception ever reaches a human reviewer.
Ticker Intelligence Reports
Institutional-grade equity research on demand — fundamentals, risk, and a synthesized thesis, with every claim traced back to the real data it came from.
Portfolio Intelligence
Firm-wide portfolio visibility built for advisors managing client books at scale — concentration, attention, and priority, ranked.
Deterministic engines compute the numbers. AI explains them.
Every claim in a Thesis report is traced back to the real, calculated data behind it — never generated from thin air, always shown, verified or not.