Autonomous Technologies Group

Autonomous is an AI driven wealth management service from Autonomous Technologies Group that monitors a client's entire financial life and acts on it. It consolidates investment accounts, private assets, equity compensation, real estate and tax considerations into one system, watches them continuously, and surfaces or executes the decisions that follow. It is for individuals with complex finances who would otherwise juggle an advisor, an accountant and several brokerage logins. Capabilities include a secure financial vault that tracks assets across institutions, goal tracking, alerts on concentration risk, tax loss harvesting, portfolio rebalancing, real estate valuation updates, identification of QSBS opportunities, 401(k) rollover management, estate planning flags and charitable giving strategy. Communication is calibrated to the client's level of financial expertise. Autonomous Wealth Management LLC is an SEC registered investment advisor with a fiduciary duty, and client assets are held at Apex Clearing, an independent custodian with SIPC coverage and excess insurance. Fees and account minimums are not published on the website. Access is by invitation only: prospective clients request an invitation or are referred by an existing member, and the company reviews applications individually and admits small groups at a time.