Build wealth intelligently. Smart portfolio optimization and tax-smart strategies to grow your money, while you focus on life.
No advisory fees on Basic · $1,000 minimum · Cancel anytime
Everything institutional investors have. Now accessible to you.
Built from the ground up with automation at the center of every decision — from portfolio construction to daily rebalancing.
Bloomberg-grade portfolio analytics and risk metrics — presented in plain English so you can make decisions like a professional.
Run institutional-grade algorithmic strategies and backtests against years of market data — no coding or math degree required.
The same capabilities hedge funds pay millions for — built into every account
Answer 5 questions. Get a personalized portfolio built from 8 institutional templates with automated risk matching.
Try It Free →Automatically identifies tax-loss harvesting opportunities with wash sale protection, replacing losers with correlated securities.
Real-time drawdown circuit breakers, volatility-adjusted position sizing, and momentum filters protect your capital 24/7.
Sharpe ratio, volatility, CAGR, max drawdown, Sortino ratio — the same metrics Bloomberg terminals display.
Monthly scheduled + drift-triggered rebalancing at 15% threshold. Tax-aware execution minimizes unnecessary taxable events.
4.83% APY on idle cash via multi-bank partner network with up to $5M FDIC coverage. Beats Wealthfront, beats Schwab.
Run institutional algorithmic strategies on your own account. Backtest them against 10 years of market data. Deploy with one click.
Our strategies combine modern portfolio theory, automation, and advanced analytics to help you stay consistent — through every market condition.
Based on backtested results 2020–2025. Past performance does not guarantee future results.
Start with $0/year. Upgrade only when you're ready for the white-glove experience.
per month - Perfect for getting started
/month · cancel anytime
From first-time investors to seasoned quants — all using the same platform
"The backtesting engine is legitimately impressive. I ran a 5-year test on the Diversified Leverage strategy and deployed it within a week. This is what Bloomberg sells for $27K/year."
"I left Wealthfront for Fortemax because I wanted actual control over my strategy. The automated questionnaire matched me to the REIT portfolio, which has been paying monthly distributions since day one."
"The tax-loss harvesting alone saved me $1,200 last year. But what sold me was the 4.83% APY on cash — Schwab was giving me 3.75%. The math was easy."
Exclusive Investor Community
Fortemax Invest invites you to the world of Multifamily Real Estate Investing.
Get exclusive access to investment opportunities, market insights, and connect with like-minded investors building generational wealth.
Please fill in the form to get started.
Thank you for joining. We'll be in touch shortly with your next steps.
