For RIA principals · Bend, Oregon · 2026

The decision layer
for modern wealth.

Prediction markets price the Fed before economists. On-chain flows reveal institutional intent before earnings. Tokenized credit settles overnight. Most wealth platforms weren't built for any of it. Turyn is the decision layer that reads this signal landscape and turns it into proposals your book can act on.

LIVE EQSPY$707.26+0.04% DIGBTC$78,777+2.15% RWAOUSG$112.845.20% APY CRACRED$1,0429.40% APY PREDFED CUT78¢+5¢ · 1w
CROSS-VENUE ARBITRAGE · 47 SECONDS AGO

CPI<3 diverging across venues — Polymarket 54¢ vs Kalshi 60¢. Six cents of arbitrage on the same outcome.

Source: Polymarket · Kalshi · Cross-venue divergence · Confidence 92%
Live · This is the lens we use. Public feed · No client data · Behind the password, this same lens runs against your book →

Six categories of signal most advisors never see.

Turyn reads across asset classes that don't share a research feed today. Each category produces actionable patterns. Examples below are real.

PRED Cross-venue divergence

Prediction-market arbitrage

The same outcome priced differently across Kalshi and Polymarket. Recent example: CPI<3 at 54¢ on one venue, 60¢ on the other. Six cents of edge on identical contracts.

Kalshi · Polymarket Daily
RWA Yield premium

Tokenized treasury spread

On-chain treasuries (OUSG, BUIDL) frequently yield 20–60bps above equivalent T-bills. Settlement is daily. Most advisors don't have these on their menu yet.

Ondo · BlackRock · Treasury Continuous
DIG Institutional flow

On-chain accumulation

Wallet addresses holding >1,000 BTC are public. Spot ETF flows are public. Together they show institutional intent in real time — not in a 13F filed 45 days late.

On-chain analytics · ETF flows Real-time
PRED Vs consensus

Prediction vs forecast gap

Kalshi FED CUT traded at 68¢ while economist consensus showed 45%. A 23-point gap was actionable signal, not noise. The 23-point delta — months ahead of confirmation — is the kind of pattern Turyn surfaces.

Kalshi · economist surveys Repriced weekly
CR Capacity event

Tokenized private credit access

Apollo ACRED offers daily NAV access to a tokenized feeder fund of Apollo's diversified credit strategy. Institutional private credit without a seven-year lockup. Yields tracked continuously, underlying targeting 8–11%.

Apollo · Securitize Window-driven
MACRO Curve dynamics

Term-structure dislocations

2s10s spread shifts ahead of policy moves. Recent example: +37bps steepening lined up with the Kalshi cut signal weeks before economists confirmed it.

US Treasury · CME Continuous
Six categories. Three to four signal types each. Routed automatically across your book.
Why now

Three forces colliding in the same window.

The next 24 months are when wealth management's next decade gets decided. Three specific forces land in the same window.

Wealth transfer
$124T
Passing from Silent Gen and Boomers to Gen X, millennials, and charities by 2048. These clients grew up watching their money in real time on consumer apps, and are unimpressed by quarterly PDFs.
Succession cliff
37%
Of RIA principals exiting in the next ten years. Only 42% have a succession plan. Firms with modern operational infrastructure sell at higher multiples. Firms without it get acquired by firms that do.
Regulatory window
2026
CLARITY Act on deck. CFTC prediction-market rulemaking underway. GENIUS Act already law. The legal path to managing these assets as a fiduciary is finally open.
Market validation · Partnership In April 2026, a Nasdaq-listed firm with $750M in funding partnered with a $22B prediction-market platform to launch AI-driven research for advisors. Turyn is the B2B execution layer for what they are building as D2C research. Different product, same thesis — and the market is moving fast enough that both can exist.
Market validation · Research The same research voice now argues publicly that consumer brokerages are positioned to outperform traditional platforms over the next decade on demographic inevitability alone — 75% of the new cohort already under 40, a federally funded pipeline delivering accounts at age zero. What they describe at the retail layer, Turyn captures at the advisory layer, where the fiduciary relationship is the moat.
Why we exist

The next generation of wealth moves faster than the tools advisors have to manage it.

Kalshi prices shift in seconds. Tokenized treasuries re-price every block. Digital assets don't sleep. Prediction markets settle in minutes. Advisors running their books on platforms designed for quarterly rebalancing can't touch these categories as a fiduciary — and their clients are already asking.

A portfolio management system that wants to handle digital assets, tokenized RWAs, and prediction markets as a fiduciary has to be agentic, real-time, and multi-asset from day one. Bolting any of that onto a quarterly-rebalancing platform doesn't work — the data model, the risk engine, and the compliance layer all assume the wrong asset shape.

The clients inheriting this wealth bring different expectations. They watch their money in real time on the apps they already use. A quarterly PDF reads to them as a signal the advisor is behind. The advisor who can deliver the right decisions and a modern experience keeps these clients through the transfer. The advisor who can't loses them when the parents die.

Principle 01
Real-Time by Default

Signals, allocations, and risk checks run continuously, not on quarterly cycles. The advisor sees opportunities as they form — not after they've closed.

Principle 02
Agentic, Not Automated

Agents propose. Advisors decide. Every recommendation comes with a reasoning trace and compliance pre-clearance. Human judgment stays in the loop where fiduciary duty requires it.

Principle 03
Multi-Asset from the Ground Up

Traditional equities, digital assets, tokenized real-world assets, and prediction-market positions on one continuous canvas — advisor-facing and client-facing, in one architecture.

What Turyn does

The wedge: real-time portfolio management. The expansion: everything around it.

Turyn wins deals on portfolio intelligence in asset categories no one else supports. Once you're running your book on it, the operational layer — compliance, client comms, meeting notes, research — comes free. Same architecture, same agents, same surface.

The Wedge · Pillar 01

Every asset. Every custodian. One real-time surface.

Today's wealth platforms were built for assets that trade during business hours and settle on quarterly cycles. Digital assets trade all night. Tokenized treasuries reprice every block. Kalshi settles in minutes. A platform that wants to hold those positions next to the traditional book needs a different data layer underneath — one where real-time is the default, not the exception. That's what Turyn is.

Prediction markets aren't just a new asset class on the book. They're a proprietary signal source. When Kalshi prices a Fed cut at 68% against a 45% consensus, that 23-point gap is actionable intelligence — and it isn't sitting in any research feed the firm already pays for.

  • Prediction markets as a first-class asset, not a research feed
  • Tokenized treasuries, real estate, and RWAs marked continuously on-chain
  • Digital asset allocations with risk gating and IPS constraint checks
  • Live cross-asset research — delivered at the moment a signal forms, already mapped to the book
  • A mobile client view advisors can hand to a 40-year-old heir without apologizing for the UX
Advisor · Book of business
$284.7M
+$3.42M · +1.21% 30d · 47 households
◆ KALSHI · FED-CUT-DEC26 HIGH · 94%
Fed cut priced at 68% — 23 points above consensus.
68%
14 households affected
Est. alpha +$94K
Roadmap
Good morningChen Household
C
$8.14M
+$142,820 +1.78% · 30d
Equities 58% Digital 22% RWAs 12% Cash 8%
Activity · Today
Rebalance proposed
By your advisor · awaiting review
+$3.1K
Ondo OUSG yield +47bps
Tokenized treasury · on-chain
+$890
Kalshi position settled
FED-CUT-DEC26 · closed
+$1.2K
Advisor dashboard · live today. Client mobile view · shipping next.
The Wedge · Pillar 02

Agentic work, with reasoning an auditor can read.

A swarm of purpose-built agents watching the book 24/7. Signal detection, drift monitoring, tax-loss harvesting, rebalancing, compliance review, and live research synthesis across every asset class. Every proposal comes with a full reasoning trace — sources cited, models named, confidence scored. Advisors decide. Agents do the work between decisions.

  • Multi-agent orchestration with reasoning visibility
  • Every allocation decision traceable back to its signal source
  • Compliance co-pilot pre-clears every client-facing output
  • No auto-execution — advisor judgment stays in the loop
Agent activity · live
8 agents running
1,284 decisions today · Confidential compute · Audit-ready
signal-detector-v2
Kalshi FED-CUT-DEC26 crossed 68%. Re-evaluating 14 households.
now
research-synthesizer
Cross-asset brief drafted: rate-cut thesis + tokenized-treasury spread. Mapped to 9 households.
2m
compliance-reviewer
Pre-cleared Morrison outreach. Fiduciary standard met.
6m
tax-harvest-agent
$47K aggregate tax alpha found. Wash-sale clean.
4m
Morrison · Risk profile check
Every proposal filtered against household constraints.
78
/99
Risk tolerance
Aggressive · Monthly rebal.
Horizon14 yrs
90d liquidity$340K
Max position12%
Rebal. cadenceMonthly
SEC Marketing
Fiduciary
IPS band
Risk 9/9
Plain-lang
Tax-lot
Agent reasoning · live. Risk + compliance checks · every output.
The Expansion · Pillar 03

More book per advisor. Higher margin per household.

Most RIAs hit an operational ceiling around 40 households per advisor. Each new client adds meetings, compliance touches, reporting, research. Turyn takes the per-household overhead off the advisor's desk — compliance pre-clearance, portfolio-triggered outreach, meeting intelligence, cross-asset research — so the advisor can carry more households without the service quality dropping. Everything goes through the advisor for review before it reaches the client.

  • Continuous SEC Marketing Rule and fiduciary compliance on every output
  • Cross-asset research briefs generated when signals fire, mapped to households
  • Portfolio-triggered client communications, pre-cleared and review-ready
  • Meeting intelligence integrated with the household context layer
  • Alpha attribution per advisor, per quarter — visible, leaderboarded
Alpha Rings · Q2 Week 4
Signals12 / 15
Rebalances8 / 10
Touches11 / 25
+$184K
Alpha captured · Q2
#3/47
Firm rank
Relationship intelligence · CRM
Every touch, every open item — operationalized.
Wealthbox Sentiment-tagged · 2m ago
JM
James Morrison
Apr 22 · rate-cut reply
Engaged
DM
Diane Morrison
Reviews monthly
Ok
SM
Sophie · Age 16
College 2027
Plan
3 open commitments · auto-surfaced before calls
Alpha tracked · Q2 delivered. Relationship context · always surfaced.
Where Turyn fits

A category the existing stack wasn't built for.

Wealth-tech today was designed for a world of traditional assets, quarterly rebalancing, and annual client reviews. The next generation of wealth doesn't operate that way. Turyn is the system designed for the way the next generation actually invests.

What wealth-tech does today

Admin & records

Document ingestion, meeting notes, CRM updates, form auto-fill, report generation. Valuable work — but all of it happens downstream of portfolio decisions already made.

  • Hours of manual admin per advisor
  • Documentation burden
  • Compliance recordkeeping
  • Real-time signal capture
  • Digital assets, RWAs, or prediction markets
  • Alpha generation in any asset class
  • Nothing. It is an internal admin tool.
What wealth-tech did yesterday

Integrated suites

Legacy platforms bundling CRM, portfolio management, billing, and reporting. Designed for quarterly rebalancing across traditional equities and bonds, with AI added as a feature bolt-on.

  • Operational consolidation
  • Traditional-asset reporting
  • Enterprise scale for established firms
  • Real-time or intraday workflows
  • Non-traditional asset classes
  • AI-native reasoning at the decision layer
  • Quarterly PDFs. A 2011-era portal.
What Turyn does

Real-time agentic portfolio management

A single platform that manages the advisor's book across traditional equities, digital assets, tokenized RWAs, and prediction markets in real time. Agents draft proposals, compliance pre-clears every output, and the advisor approves every decision that reaches the client. The automation of meetings, research, and communications comes with it.

  • Prediction markets as a first-class asset
  • Digital assets and tokenized RWAs in the same flow as equities
  • 24/7 agent swarm with full reasoning traces
  • Fiduciary boundary enforced architecturally
  • Client-facing experience designed for the next generation
  • Compliance, research, and communications automation that comes with the portfolio layer
  • A mobile view of their real-time allocation, updated as the advisor acts.
Why this matters
right now
The $124 trillion generational wealth transfer is underway. The generation receiving it expects to see prediction-market signals, digital asset allocations, and tokenized assets in their portfolio. An advisor who can't have that conversation loses the client the moment the wealth transfers.
Market validation

Tier-1 capital is already here.

Six data points. Tier-1 capital landing in every adjacent layer. None of these rounds existed at this scale eighteen months ago.

ADVISOR AI · $105M RAISED
27,000
Advisors on Jump in 2 years.
Jump raised $80M Series B from Insight Partners, F-Prime, Citi Ventures, TIAA, and Allianz. Called the fastest-growing wealth-tech software in industry history. Admin-layer AI — Turyn sits upstream at the decision layer.
JUMP · FEB 2026
RIA PLATFORM · $3.25B VAL
$7T
Managed on Addepar.
Series G co-led by Vitruvian Partners and WestCap. 1,200+ client firms. Adds $25B in new assets every week. Proves sophisticated RIAs pay premium prices for serious infrastructure.
ADDEPAR · MAY 2025
MODERN CUSTODIAN · $1.9B VAL
+112%
Altruist YoY RIA growth.
Series F led by GIC (Singapore sovereign wealth) with Salesforce Ventures and Baillie Gifford. 1,179 RIA relationships. API-native architecture — Turyn is the decision layer on top.
ALTRUIST · APR 2025
PREDICTION MARKETS · $22B VAL
$52B
Cumulative contracts on Kalshi.
$1B Series E led by Paradigm, Sequoia, and Alphabet's CapitalG. 89% U.S. market share. CFTC-designated contract market. Advisors who can route this signal win the next-gen client. Those who can't lose them.
KALSHI · MAR 2026
TOKENIZED RWAs · INSTITUTIONAL
$26B
Distributed on-chain value.
BlackRock BUIDL $2B AUM. Ondo OUSG $500M+. Franklin Templeton, Apollo, and WisdomTree live. Instruments exist. Custody exists. The advisor workflow to manage these as a fiduciary doesn't.
RWA SECTOR · Q1 2026
WHAT THEY ARE ALL MISSING
1
Advisor platform across all four asset classes.
Jump sits at the admin layer. Addepar sits at the reporting layer. Altruist sits at the custody layer. None correlate digital assets, prediction markets, RWAs, and traditional equities in real time with compliance pre-clearance built in. Turyn does.
TURYN · THE THESIS

Every adjacent category has closed serious rounds with tier-1 capital. The one that correlates all of them at the advisory layer hasn't been built yet.

In conversation
With independent RIAs evaluating Turyn · referrals through advisor and capital networks
Q3 2026
First production deployments · limited to a small group of design partners
By invitation
No general availability · evaluating fit for the founding cohort of firms
How we think about execution

The decision layer on top of the custodian stack.

Big custodians will eventually integrate agentic execution natively. That's not a threat — that's where we land. Turyn is the decision and reasoning layer that sits on top of whatever execution surface each custodian exposes. Today we generate ready-to-paste execution packets. Tomorrow we push approved rebalances via API. Always within advisor-authorized scope, always fully audit-logged.

Now · Q2 2026
Execution packets pre-formatted.
Advisor executes in 2 minutes instead of 20. Packets sized to each custodian's required format. Audit trail captured end-to-end.
Q3 2026
Altruist programmatic rebalancing.
Active pilot live. Per-household authorization scope. Schwab and Fidelity API scoping in parallel.
Q4 2026
Schwab programmatic pilot.
Three design partner firms. Time-bounded authorization tokens. Scoped to model-band rebalances within IPS tolerances.
2027
Full agentic execution.
Across supported custodians. Turyn remains the authorization and reasoning infrastructure on top of each execution surface.
Intelligence roadmap · Phase 2

A quantitative signal-attribution model — recruiting a senior quant lead.

Today's correlation and orchestration layer is the asset. Phase 2 is a quantitative model that scores cross-asset signals against historical regimes and weights agent proposals by attribution rather than observation. That's what turns a decision layer into an alpha engine.

We're recruiting a senior quant lead with deep institutional experience to architect and validate the model through extensive backtest modeling — across the asset categories we route. In design now, deploying to design partners through 2026.

5
Asset categories scored against historical regimes
Backtest
Extensive modeling before deployment to any design partner
Attribution
Every signal carries a confidence weight, not just an observation
Alpha-aligned pricing · Ready when you are
Performance-based advisor fees have historically been hard to defend because alpha attribution was too messy to audit. Turyn tracks every dollar of alpha to its signal source, agent, and household — regulator-reviewable at any time. That infrastructure is what turns outcome-based pricing from aspiration into an SEC Rule 205-compliant option for qualified clients. Infrastructure is ready. The choice to offer it stays with the advisor firm.
Connected today · Extensible tomorrow

Turyn plugs into the infrastructure every advisor firm already uses.

S
Schwab
Custodian · Traditional
F
Fidelity
Custodian · Traditional
P
Pershing
Custodian · BNY
A
Altruist
Custodian · API-native
C
Coinbase Prime
Digital assets
O
Ondo
Tokenized RWAs
K
Kalshi
Prediction markets
W
Wealthbox
CRM
G
Google Workspace
Calendar · Email
What this adds up to

Alpha captured. Time reclaimed. Clients retained.

Three numbers we're targeting with design partners. Not promises — targets. Different firms will see different figures.

Alpha per advisor
+$184K
Captured per quarter, attributed to the advisor who acted. Signals surfaced, rebalances executed, tax-loss moments caught. Visible, leaderboarded, compounding.
Per week, reclaimed
12 hrs
From meeting notes, compliance pre-clearance, research briefs, and client outreach drafting. The tasks that used to sit between the advisor and their clients move to the agent layer.
Next-gen retention
Compound
The client experience the inheriting generation actually uses. Advisors who can present this to a 40-year-old heir keep the book through the wealth transfer.
How it's built

Four things about how this is built.

Managing other people's money under a fiduciary standard requires a different kind of infrastructure than the AI products most firms have evaluated. Four specifics worth knowing before any serious conversation.

01 · Data
Client data stays with the custodian
Turyn operates on client data where it lives — we don't take custody of positions or transaction history. Compute runs inside confidential enclaves on the advisor's cloud. As decentralized inference matures, we move the inference layer there too.
02 · Decisions
The agent proposes. The advisor decides.
Turyn never places a trade and never makes an investment recommendation to a client. Agents surface signals, model outcomes, and draft proposals for advisor review. The human fiduciary is the only entity that communicates with the client. The software is structurally unable to cross that line.
03 · Audit
Reasoning trace on every output
Every proposal, every communication, every compliance check carries a full reasoning trace — which signals fired, which models ran, what data they saw, how confident they were. The firm's compliance officer, the regulator, and the client can all replay the logic behind any action.
04 · Memory
The firm's context compounds
Every household decision, every interaction, every reasoning trace stays with the firm — not the individual advisor. When an advisor leaves, their replacement inherits the full context on day one. When the firm sells, the acquirer gets a system that already knows the clients.
The longer bet

The biggest shift in infrastructure right now is the convergence of AI and blockchain — cognition paired with verifiable trust. In the long run, most financial execution moves to agent swarms running on trust-minimized infrastructure. What stays with humans is strategy, relationships, and taste. We're building for the wealth management version of that future. The wedge is portfolio management today. The longer arc is the infrastructure behind it.

Who's building this · Bend, Oregon

Founders who have done the work.

Kai and Javan have been deploying agents against real operational workflows inside mid-market companies, and both work in digital asset markets directly.

KH
Kai Hoyt
Co-Founder · CEO

Strategy, sales, and partnerships. Co-founder of REGEN8 AI, an AI transformation practice deploying agents against real operational workflows for mid-market firms. Active in digital asset markets since 2020. Drives thesis, design, and capital strategy.

AI transformation Digital asset markets Go-to-market strategy Partnerships
JW
Javan Ward
Co-Founder · COO

Engineering, architecture, and client delivery. Co-founder of REGEN8 AI, where he architected the agent orchestration and context-layer systems that run the practice. Technical lead on infrastructure and the path to decentralized inference.

Agent orchestration Infrastructure architecture Technical delivery Decentralized inference
The bench around us
Senior Wealth Advisors
Practitioner bench
A growing bench of independent wealth advisors actively engaged with Turyn — each running their own practice. Source of RIA relationships, practitioner perspective, and book-level pattern recognition. Names confidential at this stage.
Preston Callicott
Strategic Advisor
Operating advisor and capital network. Multiple technology companies built and exited.
Kurt Hopfer
Fractional CTO
Senior cloud and infrastructure architect. Holds the technical seat while we hire engineering.
Questions principals ask

Six questions before the call.

The questions RIA principals ask first when they see the workspace.

Jump and Zocks live in the meeting layer — recordings, summaries, follow-up tasks. They make existing workflows faster.

Turyn lives in the decision layer. We watch your book in real time across asset classes most platforms don't support, surface signals before economists confirm them, and draft compliant proposals routed to the relevant households.

The two coexist. Jump captures what was said in the meeting. Turyn surfaces what should be discussed in the next one.

Equities and indices via standard market-data feeds. Digital assets via on-chain APIs and exchange feeds (CoinGecko, native L1/L2 nodes for the addresses we monitor). Tokenized RWAs directly from the issuer (Ondo, BlackRock, Apollo, Securitize). Prediction markets via Kalshi and Polymarket APIs. Macro/rates from US Treasury and FRED.

Refresh ranges from 15 seconds for crypto and prediction markets to 60 seconds for equities. RWA NAVs reprice on issuer cycles (typically daily). Custody data syncs from your existing custodian connections.

What's proprietary today is the correlation and orchestration layer that connects signals across asset classes nobody else connects — and the agent swarm that drafts proposals against those signals with full reasoning traces. Feeds are commodities. The architecture is the asset.

Phase 2 is a quantitative signal-attribution model. We're recruiting a senior quant lead with deep institutional experience to architect and validate it through extensive backtest modeling. The model will score cross-asset signals against historical regimes and weight agent proposals by attribution rather than observation. That's what turns a decision layer into an alpha engine. In design now, deploying to design partners through 2026.

Schwab, Fidelity, and Pershing for traditional. Coinbase Custody and BitGo for digital. Native on-chain reads for tokenized RWAs and stablecoins. Wealthbox and Redtail for CRM. Addepar and Black Diamond for performance reporting and rollups.

We sit on top of your existing custodian and reporting stack — not in place of it. Read access to the book, write access for proposals after advisor approval. No changes to underlying custody or accounting.

Turyn is a fiduciary-compatible decision layer. Agents surface signals and draft proposals. Advisors approve or decline. Trades execute through your existing custody stack with your existing approval workflow.

The AI does not make investment recommendations to clients directly, does not execute trades autonomously, and does not communicate with clients without advisor review. Every proposal carries a full reasoning trace and source attribution.

The Phase 2 quantitative model weights and ranks signals — it does not act on them. Advisors remain the decision-maker on every proposal. IPS constraints are enforced at proposal generation. Compliance pre-clearance happens before the advisor sees the draft, not after.

Client data lives in infrastructure you own and control. We deploy into your environment (AWS, GCP, Azure) under your account, your keys, your audit logs. We don't pool data across firms.

The roadmap includes confidential-compute deployments where the inference layer can't read the inputs in cleartext. That's Phase 2 — post first-round capital, currently in design.

Pricing is per-firm, monthly, scaled by AUM tier. Specifics on the call rather than the website — the right structure depends on your book composition and which categories you enable.

First production deployments target Q3 2026, limited to a small group of design partners. No general availability date — we're building the first cohort first.

Other questions? human@turyn.ai
For RIA principals

We're opening Turyn to a small group of design partners.

We're running closed pilots with a small number of independent RIAs through 2026. If you're running a firm that wants to be on the decision layer rather than under it — or you know a principal who should see this — get in touch.