FEATURED
ZOM AI ASSISTANT
Conversational AI for investment research and portfolio queries. Ask any question about markets, portfolios, or securities.
AI POWERED
SPY
$432.50
+1.69(+0.39%)
LIVE ANALYSIS
The Future of Investment Research
Amplify your edge with an AI co-pilot designed for financial advisors and investors. Transform complex market data into actionable insights, saving you 10+ hours weekly.
Real-time Intel
SEC Compliant
AI Optimization
500+
RIAs
$2.7B+
AUM
99.9%
Uptime
AI-Powered Financial Research
Personalized with Your Data. Supercharged by Ours.
Where Does Zom's Knowledge Come From?
Zom AI combines your firm's real-time portfolio data with our massive research engine to deliver precise, compliant, and client-ready insights in seconds.
Every answer is powered by a three-layer intelligence engine
so you're never relying on just ChatGPT or random internet sources.
See Zom AI in Action
2 minute demo
Zom AI doesn't just understand your clients.It understands the entire market.
500+
ACTIVE USERS
$2.7B+
AUM ANALYZED
50K+
DAILY INSIGHTS
99.9%
UPTIME
Three Layers of Intelligence
Your Firm's Data
Secure & Private
Portfolios, risk profiles, compliance rules securely connected so every answer reflects your exact positions and constraints.
Client holdings & performance
Tax considerations & IPS
Firm-wide strategy guidelines
Custodian account activity
Your data never leaves our secure servers.
Zom Research Database
Institutional Grade
Millions of structured data points across fundamentals, flow, macro, and sentiment indexed for instant synthesis.
Balance sheets, valuations, & earnings
Options flow & institutional positioning
Macro drivers: inflation, rates, GDP
News, earnings alerts, and macro releases
Professional data, simplified for everyone.
Live Market Feeds
Real-Time Updates
Real-time prices, news wires, and custodian data continuously refresh the context your LLM sees.
T-1 portfolio valuations
Earnings & macro headlines
ETF inflows/outflows & tape-prints
Real-time stock prices and option flows
Always current, never stale.
Bottom Line
If the data exists, Zom already has it.
If your firm has access to it, Zom integrates it.
If your client wants an answer, Zom delivers it fast, accurate, and tailored.
As Easy as 1-2-3
No finance degree required. Get professional investment insights in seconds, not hours.
1
ASK YOUR QUESTION
Type what you want to know in plain English. No financial jargon needed.
Example: "Should I invest more in tech stocks?" or "How is my portfolio doing?"
2
AI ANALYZES
Our AI instantly reviews millions of data points to find the best answer.
Example: Checking market trends, company performance, and your portfolio
3
GET CLEAR ANSWERS
Receive easy-to-understand insights with specific recommendations.
Example: Simple explanations with actionable next steps
See It In Action
Watch how our users get investment insights in under 30 seconds. No complex charts or confusing terminology.
Real-time market data
Plain English explanations
Actionable recommendations
You:
"Should I buy more Apple stock?"
Zom AI:
"Based on current valuations and your portfolio balance, I recommend waiting. Apple is trading 15% above fair value..."
2 seconds
Ready to simplify your investing?
Complete Investment Platform11 Powerful Features
Everything you need to manage portfolios, research investments, and serve clients better. Institutional-grade tools at a fraction of the cost.
TICKER DEEP DIVE
Comprehensive single-stock analysis dashboard with real-time data, fundamentals, technicals, and options flow.
LIVE DATA
AI PORTFOLIO REBALANCING
Automated portfolio optimization using machine learning. Tax-loss harvesting and risk-adjusted optimization.
OPTIMIZATION
MARKET EXPLORER
Macro market overview and sector rotation analysis. Track global markets, commodities, and economic indicators.
REAL-TIME
1-CLICK ANALYZE
Instant portfolio health check and recommendations. Get a complete analysis in under 2 seconds.
INSTANT
COMPARE EQUITIES
Side-by-side stock comparison tool. Compare up to 10 stocks across customizable metrics.
ANALYSIS
BACKTEST LAB
Historical strategy testing and validation. Test your investment strategies with data from 1990 onwards.
BACKTESTING
RISK SCANNER
Proactive risk identification and monitoring. Real-time alerts for concentration, correlation, and volatility risks.
MONITORING
COPY TRADING
Zero-fee ETF/mutual fund replication. Mirror any fund without management fees.
ZERO FEES
CUSTOM ALERTS
Personalized market monitoring and notifications. Set alerts for price, volume, news, and fundamentals.
ALERTS
CLIENT BOOK
CRM and client portfolio management. Manage all your clients and their portfolios in one place.
CRM
Join leading RIAs transforming their practice with intelligent automation
The Difference: RAG Technology
Real-time data retrieval + AI generation
How RAG Works in Zom
1
Query Understanding
Zom analyzes your question and identifies what data it needs
2
Smart Retrieval
Searches across firm data, market feeds, and research databases
3
Context Assembly
Combines relevant data points into focused context
4
AI Generation
Produces accurate, cited answers using retrieved context
Your Firm's Data
Portfolios, risk profiles, compliance rules securely connected so every answer reflects your exact positions and constraints.
Client holdings & performance
Tax considerations & IPS
Firm-wide strategy guidelines
Zom Research Database
Millions of structured data points across fundamentals, flow, macro, and sentiment indexed for instant synthesis.
Balance sheets, valuations, & earnings
Options flow & institutional positioning
Macro drivers: inflation, rates, GDP
Live Market Feeds
Real-time prices, news wires, and custodian data continuously refresh the context your LLM sees.
T-1 portfolio valuations
Earnings & macro headlines
ETF inflows/outflows & tape-prints
Experience the RAG Difference
Stop settling for yesterday's knowledge. Get real-time, source-backed answers tailored to your portfolio.
Simple, Transparent Pricing
Start free. Upgrade when you're ready. Cancel anytime.
ROI Calculator
See How Much You'll Save
Industry average
Average mutual fund fee
0.95%
Zero fees forever
Zom copy trading fee
0.00%
Direct cost savings
Annual savings on $10M AUM
$95,000
Research & analysis
Time saved per week
12+ hours
$1M$10M$100M
Your Annual Savings
$95,000
Plus 12+ hours saved weekly
Our zero-fee copy trading alone saves the average RIA over $100,000 annually.
Add in time savings from AI-powered research and automation, and Zom pays for itself within weeks.
STARTER
Perfect to get started
Everything you need to begin investing smarter
Free
AI-powered investment insights
Real-time market data
Portfolio tracking
Basic recommendations
Mobile app access
BEST VALUE
INVESTOR
Most popular
Advanced tools for serious investors
$29per month
Everything in Starter
Unlimited AI analysis
Advanced portfolio optimization
Tax-loss harvesting
Priority support
Custom alerts
Export reports
PROFESSIONAL
For advisors & firms
Complete suite for investment professionals
Custom
Everything in Investor
Multiple portfolios
Client management
White-label reports
API access
Dedicated support
30-day money-back guarantee • No questions asked
Bank-Level Security
Your data is always safe
Trusted by Thousands
Join a growing community
Proven Results
Average 23% better returns
Ready to Save Time & Eliminate Fees?
Join 500+ RIAs already using Zom to deliver institutional-grade research and portfolio management. Get a personalized demo tailored to your firm.
LIVE CHAT
Mon-Fri 8am-6pm EST
RESPONSE TIME
Usually within 2 hours
Frequently Asked Questions
Can’t find the answer you’re looking for? Reach out to our support team.
Still have questions? We’re here to help.