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Mirai Wealth

AI-powered portfolio construction for investment managers and wealth advisors.

SaaS
01 — Overview

What Mirai Wealth does

Portfolio construction for wealth management and asset management firms has long required either large specialist teams or accepting generic, off-the-shelf allocation outputs. Mirai Wealth positions itself as an AI-powered allocation engine that replaces neither the portfolio manager nor the investment conviction, but enhances both by embedding quantitative rigor into the construction process itself.

The platform targets investment advisors, asset managers, and portfolio managers who need to deliver tailored strategies at scale without building dedicated quant teams for each product. Its adaptive risk metrics adjust in response to changing market conditions, and scenario analysis tools allow users to stress-test macro risks against portfolios before those risks manifest in price. Key capabilities include:

  • Long-only equity and fixed income strategies with enforced risk limits
  • Active index tracking within defined tracking error bounds
  • Thematic portfolio construction over bespoke investable universes
  • Balanced and target-date portfolio optimization across mixed-asset classes
  • Real-time portfolio monitoring and rebalancing for client-facing workflows

Mirai states its engine scales across portfolios ranging from $5 million to $50 billion without loss of analytical precision, which suggests it is positioned for firms managing multiple mandates simultaneously. The wealth management module includes MiFID II risk assessment tools and supports delivery of tailored advice to high-net-worth clients, making it relevant to family offices running discretionary mandates or advising principals on asset allocation. Pricing is not publicly disclosed, and the site provides no information on existing clients, named integrations, or implementation timelines. Buyers evaluating Mirai should factor in the absence of third-party validation and the need to assess how deeply its API integrates with existing portfolio management or reporting infrastructure.

mirai's adaptive risk metrics adjust rapidly to changing market conditions, resulting in portfolios with higher Sharpe ratios than traditional approaches.

On Mirai Wealth, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • AI-driven portfolio construction and optimization
  • Adaptive asset allocation and rebalancing
  • Forward-looking macro scenario analysis
  • Active index tracking within tracking error constraints
  • Thematic portfolio construction over custom universes
  • Tailored investment advice delivery for high-net-worth clients
Notable features
  • Adaptive risk metrics tied to macroeconomic conditions
  • AI-powered allocation analytics engine
  • Long-only equity and fixed income strategy construction
  • Active index tracking with defined tracking error
  • Thematic investing with bespoke investable universes
  • Balanced portfolio and target-date fund optimization
  • Real-time portfolio monitoring and rebalancing
  • MiFID II risk assessment tools
  • API-based deployment
  • Scalability from $5m to $50bn portfolio sizes
Assets supported
EquitiesFixed IncomeBalanced / Multi-Asset
Platform & technology
Artificial IntelligenceBenchmarking
03 — Company

The firm behind it

Software type
SaaS
04 — Clients & fit

Who it’s for

Built for Investment Teams, CIO / Investment Office, Advisors / Wealth Advisors (RIA), Fund Managers.