The All-in-One Financial Platform for Accredited Investors

Braintrust combines modern private market investing, banking services, and wealth management in one place — so you can build and manage wealth smarter.

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Key Use Cases and Features

Exclusive content and offerings

Learn about private investment offerings through video interviews, site visits, and explainers.

Built-in tools to invest with partners

Connect with friends, family, and colleagues to create private groups and grow your wealth together.

Investment Syndicates — Join an existing group or create one to help manage your risk and meet minimum investment requirements.

Expert portfolio management advice

Get professional advice that fits your unique financial goals, with in-person, automated, and AI options.

Managed Accounts — Use our self-guided portfolio builder or work with an advisor to set up a tailored strategy and asset allocation.

Manage all your finances in one place

Stop juggling multiple passwords and sharing account data with third-party integration apps.

Trade, Bank, Borrow — Open brokerage, banking, and credit accounts from one log-in for easier management, transfers, and visibility.

Everything You Need to Build Wealth Like an Institutional Investor

Integrated financial services are usually reserved for a small group with Wall Street access. Braintrust brings you the same opportunities and advice without requiring a $100m+ net worth.

Platform at a Glance

Available in the app store

Download Braintrust for exclusive investment offerings, expert advice, and unified personal finance to help you grow your wealth from your desktop, tablet, or phone.

Download on the App Store Get it on Google Play

Frequently Asked Questions

What are the risks of investing in private markets?

Private market investments carry risks including illiquidity, longer hold periods, limited transparency, potential for total loss, and concentration risk. These investments are typically not publicly traded and may have limited secondary markets. Braintrust provides thorough due diligence materials and advisor access to help you make informed decisions, but cannot eliminate the inherent risks of investing.

How do I get started with Braintrust?

Getting started is simple: download the app or sign up online, complete the onboarding incentives to earn perks and additional features access, and begin exploring investment opportunities tailored to your preferences. Open brokerage, trading, and banking accounts in less than 5 minutes. Our AI-powered research tools and advisor access are available from day one.

What are the minimum investment amounts?

There is no minimum for self-directed stock and ETF trading. For a limited time, managed portfolio accounts start at $1,000 for both robo-advisor and investment advisor portfolios. Private market offerings have deal-specific minimums that are clearly disclosed on each offering page before you commit.

How does Braintrust differ from other investment platforms?

Braintrust combines private market access, professional portfolio management, self-directed trading, integrated banking, and AI-powered research in a single platform. These capabilities are typically only available to ultra-high-net-worth individuals through private banks and family offices. We bring institutional-grade tools and opportunities to everyday investors.

What fees does Braintrust charge?

Platform access is free. Automated portfolios carry a 0.50% annual AUM fee. Advisor-managed accounts are 1.00% annual AUM. Stock and ETF trading is commission-free. Private deal offerings may include placement or syndication fees, which are fully disclosed on each opportunity before you invest.

Why Braintrust? Platform Comparison

The only platform that brings private markets, managed portfolios, self-directed trading, banking, and AI research together in one place without a minimum AUM commitment.

Braintrust vs. FinTech Platforms

Compared to AngelList, CrowdStreet, EquityZen, Betterment, Wealthfront, and Robinhood, Braintrust is the only platform offering private market deals, syndicates and groups, managed portfolios, self-directed trading, integrated banking, and custom on-demand AI market research and account analysis all in one place.

Braintrust vs. Private Banks

Unlike Morgan Stanley ($1M+ minimum AUM), UBS ($2M+), Bank of America ($3M+), Citigroup ($5M+), JPMorgan Chase ($10M+), and Goldman Sachs ($10M+), Braintrust has no minimum AUM requirement. Braintrust offers comparable private market deals, managed portfolios, self-directed trading, and integrated banking, plus syndicates and AI-powered research that traditional private banks do not provide.

About Braintrust — Your Personal Broker, Banker, and Advisor

Smart Money

Our mission is to help you better understand what options exist to grow your wealth and enable you to move from insight to action without friction.

For most people, the tools, opportunities, and research that guide smart money portfolios still sit behind closed doors — fragmented across banks, brokerages, and specialist funds that are hard to access and difficult to navigate once you do.

This means many investment opportunities; including private offerings, alternative investments, and institutional-caliber strategies; rarely make it into the hands of individual investors in a way that is understandable and actionable.

Braintrust gives you the access and analyses you need to invest with the pros.

Our Commitment

Always-on Expertise

Watch our video analyses on your own schedule, ask our AI advisor your middle-of-the-night questions, or call your advisor to discuss your portfolio live.

Worry-free Service

We look out for you at every step — maintaining the highest standards of data protection, regulatory compliance, and fiduciary duty — so you can rest easier.

User-friendly Tech

Financial services is years behind on tech innovation; we simplify the complex for you and plug gaps for our institutional partners, so everything just works.

Careers at Braintrust

Interested in working with us? Braintrust is building the future of accessible investing and wealth management. We combine private market access, AI-powered advisory, stock and ETF trading, and integrated banking in one platform.

We are hiring across Engineering, Product, Legal and Compliance, Design, Data and Analytics, Customer Success, Marketing, Sales, Operations, and Finance.

Open Positions

Portfolio Manager — Wealth Management (Full-time, New York, NY)

Responsible for constructing, monitoring, and rebalancing multi-asset class portfolios for high-net-worth and ultra-high-net-worth clients. Core responsibilities include asset allocation, security selection, risk management, tax-aware implementation, and ongoing performance attribution. Partners with relationship managers and planning teams to translate financial plans into investment strategies. Requires 5–10+ years in portfolio management or investment research; CFA or progress toward CFA strongly preferred.

Operations Analyst — Operations (Full-time, New York, NY)

Supports daily internal operations, including account management, partner engagement, and product management. Key responsibilities include managing AI agents and workflow, validating and augmenting outputs, and maintaining accurate data to support rapid, iterative decision making. Requires 1–5+ years in operations at an RIA, broker-dealer, bank, or asset manager; familiarity with AI systems and traditional financial infrastructure.

Relationship Manager — Customer Success (Full-time, New York, NY)

Owns an assigned book of client relationships, driving retention and client satisfaction across investment, planning, and banking services. Responsibilities include onboarding new clients, coordinating portfolio reviews, proactively identifying cross-sell and referral opportunities, and serving as the primary point of contact. Requires 3–7+ years in client-facing roles in wealth management, private banking, or asset management.

Private Investments Analyst — Alternatives (Full-time, New York, NY)

Supports sourcing, evaluation, and monitoring of private equity, private credit, venture, and other alternative investments. Core responsibilities include financial modeling, quantitative and qualitative due diligence, preparing investment memos for investment committee, and ongoing monitoring of performance, cash flows, and risk exposures. Requires 1–4+ years in private equity, investment banking, or private wealth alternatives; CFA or CAIA progress preferred.

To apply, visit our careers page to view open positions or send your resume to info@braintrustinvest.com.

Help — Frequently Asked Questions

How do I open a new investment account?

Braintrust offers several account types. You can open a managed account (automated or advisor-led) and self-directed trading accounts from the Invest and Trade pages, respectively. Complete your Onboarding Setup form, then visit either page and click "Open Account". Account application approvals are usually processed within one business day. For private investment offerings, once your Onboarding Setup form is complete and you have an approved investor classification status, you can request subscription documents on a deal-by-deal basis.

What is the minimum amount I need to start investing?

Having a Braintrust account does not require the use of any specific banking/brokerage account type. Private offerings often have minimum investment requirements. Self-directed trading accounts have no minimum account balance. Managed accounts have a current minimum funding amount set at $1,000.

How does automated investing work?

Our automated portfolio builder uses advanced algorithms to create and manage a diversified portfolio based on your financial goals, risk tolerance, and time horizon. Complete our investor profile questionnaire, set up deposits, and our system will automatically monitor your portfolio with advisor oversight. No changes are ever made to your portfolio without your informed consent.

How does Braintrust AI work?

Braintrust AI helps you find and interpret financial insights as they relate to your profile. It is trained on our internal advisory model, has access to up-to-date market data and news, and considers your objectives, holdings, and preferences. You can save your own research using the "My Research" feature for more personalized responses. It does not provide investment advice. Chat prompts and responses are not saved outside the chat window.

How do I transfer funds to my investment account?

You can transfer funds by linking an external account via Plaid for secure ACH transfers. Braintrust never saves or transfers your private account information. For wire or check transfers, contact support@braintrustinvest.com.

What fees are associated with my account?

Platform access is free. Automated investing charges 0.50% annual management fee. Advisor-managed accounts charge 1.00% annually. Self-directed stock and ETF trading has no commission fees. Private deal offerings may include placement or syndication fees, fully disclosed before investing.

How do I change my investor classification, objectives, or risk level?

Go to Settings to request an upgrade to your investor classification. To change your investor profile, navigate to the Invest page and click "edit" in your portfolio builder questionnaire to adjust risk tolerance, time horizon, or investment objectives.

How are my assets protected?

Braintrust accounts are covered by standard SIPC insurance up to $500,000. An excess SIPC policy from Lloyd's of London provides additional coverage up to $30 million per account. Braintrust also participates in the Insured Bank Deposit Sweep Program, providing up to $5 million in FDIC insurance for cash.

How do I delete my account and/or data?

Contact our support team directly to verify your identity and transfer accounts/holdings if needed. Learn more at braintrustinvest.com/account-deletion.

Quick Start Guide — From Account Creation to Wealth Creation in Four Easy Steps

Step 1: Create Your Profile

Sign up with your email to take a tour and explore the platform. Then, complete your onboarding to open accounts and see personalized investment content.

Step 2: Explore Opportunities

Watch video deep dives like sector analyses and deal breakdowns, and review private, vetted opportunities you can participate in.

Step 3: Select Account Type

You can invest in deals ad-hoc or create self-directed, robo-advisor, and advisor-led accounts to round out your investment strategy across asset classes.

Step 4: Start Investing

Whether it's a private deal, public security, or full managed portfolio, you can start growing and managing your wealth in only a few clicks.