Algorithmic Investment Models

$90.9MAssets under management
as of Jul 2026 · SEC Form ADV
Boston, MA
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Tech stack

No one at Algorithmic Investment Models has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Algorithmic Investment Models's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $77M held · filed Jun 2024
Wells Fargo
Per Form ADV · $56M held · filed Jun 2024