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DeepVest
In one line: Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning.
| Best for | RIAs that want planning, proposals and portfolio analysis in one AI workspace |
|---|---|
| Category | Financial planning software |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 22, 2026) |
| Website | www.deepvest.ai/ |
| Last checked | October 22, 2026 |
What it does
DeepVest describes itself as the agentic front office for wealth teams. Its PlanLab module, launched October 15, 2026, maps a household plan across 11 planning domains with 53 connections between them, pairs an AI planning assistant with deterministic calculators for Social Security claiming, Roth conversions, withdrawal sequencing, RMDs, estate taxes and gifting, and re-runs diagnostics nightly; every AI recommendation goes through advisor review and approval. The workspace also includes AgentLab (AI portfolio analysis), AdvisorLab (prospect statements to proposals), DataLab (cross-asset market data) and MonitorLab (plain-English alerts). DeepVest says it is SOC 2 Type II certified and never trains its AI on client data.
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Alternatives to DeepVest
Conquest Planning
Firms that want ranked planning strategies and plans built in minutes
RightCapital
Advisors who want intuitive planning tools
eMoney Advisor
Comprehensive, cash-flow-based planning
StratiFi
Firms that want statement-to-proposal workflows plus automated compliance monitoring
Compare: DeepVest vs Conquest Planning · DeepVest vs RightCapital
FAQ
What is DeepVest?
Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning.
Who is DeepVest best for?
RIAs that want planning, proposals and portfolio analysis in one AI workspace. It is in our financial planning software category.
How much does DeepVest cost?
DeepVest doesn't publish prices on its website as of October 22, 2026; contact the vendor for a quote.
What are alternatives to DeepVest?
Conquest Planning, RightCapital, eMoney Advisor, StratiFi.