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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
About Candlestick AI
Candlestick is a retail investing app offering AI-driven model portfolios and automated investing. Its models analyze global business and financial news across thousands of Nasdaq/NYSE stocks, with tools to customize preferences and see the data behind each pick. Advisory services are provided via its SEC-registered RIA subsidiary, with brokerage through Alpaca Securities, and an in-app GPT-4-based "Candlestick Advisor" for Q&A and earnings analysis.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Anthony DiMaggio
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
George Eilender
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,000 | $200 |
| Total | $40,000 | $200 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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