BX Partners has announced a new collaboration with Boosted.ai, integrating the latter's agentic AI investment intelligence platform into the BX ecosystem. This partnership aims to provide financial advisors, model builders, and asset managers with institutional-grade AI capabilities to enhance research, generate insights, and create differentiated investment strategies.
BX Partners partners with AI firm Boosted.ai to enhance its investment platform.
The integration brings agentic AI investment research tools to financial advisors and asset managers.
Boosted.ai's platform automates tasks, monitors markets, and surfaces actionable insights at scale.
Tools previously available only to sophisticated institutions are now accessible via BX.
Advisors can blend AI insights with active, passive, and factor-driven strategies.
The collaboration focuses on creating a consistent, repeatable, and data-driven investment process.
Through this partnership, firms within the BX Partners ecosystem—including users of the BX Index platform, multistrategy portfolios, and its distribution network—will gain access to Boosted.ai's intelligence platform. Boosted.ai specializes in agentic AI for investment management, empowering teams to automate tedious tasks, monitor market movements in real time, and surface scalable, actionable insights that cut through market noise and accelerate the research process.
The collaboration is designed to democratize advanced tools that were once the exclusive domain of large institutions. “BX Partners is giving advisors and asset managers access to tools that were once only available to the most sophisticated institutions,” said Josh Pantony, CEO of Boosted.ai. The integration allows advisors to blend these AI-driven insights with a variety of investment approaches, including active strategies, direct indexing, passive solutions, and factor-driven models, to build a more robust and repeatable investment process.
For BX Partners, this integration reinforces its commitment to providing advisors with differentiated research capabilities and modern, scalable technology. By incorporating Boosted.ai's highly customizable and data-driven research system, BX aims to enhance the quality of solutions available on its platform, helping advisors make more confident, data-driven decisions to meet long-term client objectives. This move positions both companies at the intersection of financial advice and cutting-edge AI application.
About BX Partners
BX Partners is a research and investment platform built for growing wealth management firms that want to strengthen their offering and scale efficiently. Advisors use BX to access 70 sleeves, 30+ models, and automated proposal tools that improve portfolio design and client communication. BX conducts rigorous due diligence across thousands of strategies to ensure only high-quality options are available. With custom models, fact sheets, and real-time analytics, advisors can make confident, data-driven decisions.
About Boosted.ai
Boosted.ai is the AI engine behind modern investing. It helps users like investment platforms, institutional investors, and financial advisors cut through noise, enhance idea generation, accelerate workflows, and boost research quality. Delivered via API or directly through their app - Alfa - Boosted.ai serves the investment research insights you need how you want to see them.
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