BX Partners has announced a collaboration with Boosted.ai, a leader in agentic AI for investment management, to provide firms within the BX ecosystem with access to investment strategies powered by Boosted.ai’s intelligence platform.
This integration is designed to bring institutional-grade AI capabilities to financial advisors, model builders, and asset managers who utilize the BX Index platform, multistrategy portfolios, and BX’s distribution network. This network includes Alphathena, Stratifi, UX, Adhesion, and various select turnkey asset management platforms.
Josh Pantony, CEO of Boosted.ai, stated that the partnership enables advisors and asset managers to access tools that were previously available only to highly sophisticated institutions. He added that the firms Boosted.ai partners with are defining modern investment research and that they are proud to work with leaders who view AI as a competitive advantage rather than just a buzzword.
Boosted.ai’s technology is engineered to assist investment teams in automating routine tasks, monitoring market movements, and identifying actionable insights at scale. The platform is designed to align with real investment workflows, filter out market noise, accelerate research processes, and support the delivery of insights trusted by investment committees and clients. Its user base spans fintechs, hedge funds, registered investment advisors (RIAs), institutional investors, wealth management firms, and investing platforms.
The platform helps teams generate investment ideas, validate theses, and uncover opportunities that might otherwise be overlooked.
By incorporating Boosted.ai into its offerings, BX Partners aims to reinforce its commitment to providing advisors with differentiated research capabilities, contemporary technology, and scalable tools. Advisors will be able to integrate Boosted.ai’s insights with existing active strategies, direct indexing, passive solutions, and factor-driven models to establish a consistent and repeatable investment process.
Craig Cmiel, Co-founder of BX, expressed enthusiasm for the collaboration, stating that Boosted.ai’s data-driven and highly customizable research system is among the most dynamic tools discovered in their search for advanced technology to serve their user base. He also noted that BX is highly selective in adding new research firms and strategies, and working with Boosted.ai instills confidence that their solutions will aid advisors and their clients in achieving long-term investment objectives.
BX Partners operates as a research and investment platform tailored for growing wealth management firms seeking to enhance their offerings and scale efficiently. The platform provides advisors with access to 70 sleeves, over 30 models, and automated proposal tools designed to improve portfolio design and client communication. BX conducts comprehensive due diligence on numerous strategies to ensure the availability of high-quality options, enabling advisors to make data-driven decisions with custom models, fact sheets, and real-time analytics.
Boosted.ai functions as an AI engine supporting modern investing by helping users, including investment platforms, institutional investors, and financial advisors, to reduce extraneous information, improve idea generation, expedite workflows, and elevate research quality. The company delivers its investment research insights through an API or directly via its application, Alfa.
