MDOTM Ltd, founded in 2015, develops AI-driven investment solutions for institutional investors, with a focus on portfolio advisory and asset allocation. The firm employs a multidisciplinary team of over 100 physicists, data scientists, engineers and finance professionals, and maintains offices in London, Milan and New York. Its technical work spans artificial intelligence, generative AI, data science, quantitative finance, asset allocation and portfolio optimization.
The company's flagship product is Sphere, an AI platform used by asset and wealth managers to personalise and scale portfolio rebalancing and to automate commentaries and reporting via generative AI. Sphere comprises several solutions: AI-Driven Investment Insights, which provides strategic and tactical asset allocation insights; Portfolio Studio, for building and rebalancing multiple portfolios at scale; and StoryFolio, for automated, portfolio-specific commentaries.
MDOTM serves clients across banking, insurance, family offices, pension funds, wealth management and asset management. In 2017 it was selected by Google as the only European fintech startup for its Silicon Valley acceleration programme. The firm has raised over $10 million in funding and describes itself as one of the largest firms specialising in AI for investments.
