Last updated: October 31, 2025
INAI operates under partnership and franchise terms with Wealthfront Inc. and Betterment LLC. These entities are registered U.S. investment advisers (RIAs) supervised by the U.S. Securities and Exchange Commission (SEC) and maintain memberships with the Financial Industry Regulatory Authority (FINRA) (as applicable to affiliated broker-dealers).
Notes: Broker-dealer services associated with these platforms are subject to FINRA oversight; custodial relationships and cash sweep programs may involve third-party banks.
Investment advisory services are delivered in accordance with the standards, policies, and supervisory frameworks of the above entities. Client assets are held with regulated custodians in line with U.S. securities regulations. Please review each partner’s official disclosures for detailed custody arrangements.
Accounts associated with U.S. broker-dealers may be protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including $250,000 for cash claims). Coverage limits and applicability depend on the account type and the custodian. Additional excess SIPC coverage, if any, is disclosed by the partner or custodian.
INAI maintains Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures consistent with the U.S. Bank Secrecy Act / FinCEN requirements, EU AML Directives, and applicable local regulations. We verify identity, monitor transactions, and file suspicious activity reports where required.
Investing involves risk, including the possible loss of principal. AI-driven strategies are subject to model uncertainty, data quality issues, market volatility, and liquidity constraints. Past performance is not indicative of future results. You should consider your objectives, risk tolerance, and time horizon before investing.
INAI processes personal data in accordance with the EU GDPR and applicable privacy laws. We collect only the data necessary to provide our services, store it securely, and never sell personal information. For more details see: Privacy Policy.