Turoid

Company profile

Turoid company profile

Turoid develops agentic AI systems for wealth management firms, focusing on family offices and asset managers. The company provides AI agents that consolidate and reconcile multi-custodian portfolio data, automate post-trade and middle/back-office workflows, and generate client and compliance reports. Its platform supports research, trade ticket creation, pre-trade checks, and routing to prime brokers. Turoid also offers secure portals and chat-style interfaces for internal teams to query portfolios, cash flows, and performance across custodians and funds.