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Robinhood

Robinhood is a financial services company offering retail brokerage, cryptocurrency trading, advisory and wealth management, digital...

Facts

HQ
Europe
Sectors
Brokerage, Financial services, Retail investing
Founded
2013
Stage
Public

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OnTrade launches AI layer for wealth managers to connect CRM, accounting and trading systems — founded 2024 by Subramanian, Williams and Harl

OnTrade, founded in 2024 by Raji Subramanian, Matt Williams and Zachary Harl, is a Seattle AI startup that integrates with existing wealth management software to enable AI agents to scan portfolios, identify tax-loss harvesting and drift, and prepare reports while leaving humans to approve work. The company has raised an undisclosed amount from General Catalyst, Madrona and angel investors and aims to be an operating AI layer rather than a replacement for systems like Envestnet, Orion or Addepar.

Pro.com co-founders Subramanian, Williams and ex-BofA CIO Zachary Harl launch OnTrade, an AI startup for wealth managers backed by General Catalyst and Madrona

Pro.com co-founders Rajalakshmi “Raji” Subramanian and Matt Williams, with Zachary Harl, launched OnTrade, an AI startup for wealth management that has been building in stealth since 2024 and is backed by General Catalyst, Madrona and angels to deploy AI agents that automate advisors' analytical tasks while keeping human approval.

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