MDOTM AI

MDOTM AI provides artificial intelligence-driven investment solutions, operating from its headquarters in London with offices in Milan and New York. Founded in 2015 by Tommaso Migliore and Federico Mazzorin, the company was established to integrate the scientific method into investment decision-making. The founders, who were friends, developed the initial quantitative model while Migliore was completing his Master's in Finance. An asset manager's feedback prompted them to commercialize their research, shifting their focus from product development to building a regulated investment advisory firm. Today, the firm employs over 100 professionals, including physicists, engineers, and finance experts.

The company's core offering is Sphere, a no-code AI platform designed for institutional investors such as banks, insurance companies, family offices, pension funds, and wealth and asset managers. Sphere is structured around three main solutions: AI-Driven Investment Insights, Portfolio Studio, and StoryFolio. The platform analyzes millions of data points to provide forward-looking market views and help manage portfolios. Its business model centers on providing its platform and advisory services to these financial institutions, helping them develop AI-driven discretionary mandates and funds. Sphere supports strategic and tactical asset allocation by turning market data into actionable inputs and allows for the mass customization and rebalancing of thousands of portfolios based on specific strategies and constraints. Furthermore, the StoryFolio feature uses generative AI to create automated, personalized portfolio commentaries and reports, translating complex data into clear narratives. This feature was enhanced by integrating OpenAI's ChatGPT capabilities to improve explainability.

MDOTM has achieved several key milestones, including being the only European fintech company selected for Google's acceleration program in Silicon Valley. The company has raised over $12 million in capital, including a €6.2 million Series B round in 2021, to fund international expansion. It has formed strategic partnerships with firms like Analysis S.p.A. in Italy and WealthAI to integrate Sphere into their respective platforms, expanding its reach within the European and global wealth management markets.

Keywords: investment management AI, portfolio optimization software, generative AI finance, institutional investment platform, fintech asset management, wealth management technology, quantitative investment strategies, portfolio rebalancing tool, automated financial reporting, AI-driven asset allocation, financial data analysis, market regime analysis, risk management AI, investment decision support, financial advisor technology, family office solutions, pension fund technology, no-code AI platform, Tommaso Migliore, Federico Mazzorin