About AlgoPear

AlgoPear is a WealthTech platform designed for credit unions and financial institutions to enhance member engagement and loyalty. By embedding advanced wealth-building tools—such as fractional investing with a $1 minimum, AI-powered financial coaching, and lifestyle rewards—directly into digital banking channels, AlgoPear empowers users to start investing and learn personal finance in a fun and accessible way.

Its AI financial coach, SeleneAI, provides real-time, conversational guidance and personalized roadmaps to help members build lasting financial habits. With features like the “$100K challenge,” members are encouraged to take meaningful steps toward long-term wealth creation.

For financial institutions, AlgoPear delivers more than just an enhanced member experience. It offers real-time intelligence dashboards for segmentation, cross-sell opportunities, and actionable insights that help drive growth. Integration is simple and efficient through APIs and single sign-on.

Security and compliance are at the core of the platform, with infrastructure that meets enterprise-grade standards and regulatory requirements.

Product & Services Summary

• Fractional Investing
  Guided or self-directed investing in stocks, crypto, and ETFs starting from just $1, including copy investing to follow curated strategies.

• AI Financial Coach (SeleneAI)
  A 24/7 conversational mentor that helps users save, invest, and learn personal finance through personalized learning paths and challenges.

• High-Yield Account
  Provides access to low-risk savings vehicles with competitive interest rates.

• Lifestyle Rewards & Gamification
  Encourages engagement with gamified habits, lifestyle rewards, and an embedded social community experience.

• Intelligent Insights & Analytics
  Real-time member data dashboards for financial institutions to personalize outreach, identify trends, and drive cross-sell opportunities.

• Simple & Secure Integration
  Quick API integration with single sign-on, compliance (KYC, AML, CIP), and enterprise scalability.

• Regulatory & Security Assurance
  Enterprise-grade infrastructure with full compliance and robust safety standards.

For more information, please visit www.algopear.com

Contact @ AlgoPear

Ronnie Green | Email: ronnie@algopear.com