Advisor-caliber investing tools, without the advisor
Get the research, model portfolios, and backtesting a professional advisor would use, and run them yourself. Era gives self-directed investors institutional-grade tools, regulated custody, and an AI that does the heavy lifting, so you stay in control of every decision.
Everything an advisor uses, in your hands
Era brings quant-fund and advisory tooling to your own account (curated portfolios, AI research, and backtesting) backed by regulated custody and a full picture of your finances.
Model portfolios, ready to deploy
Curated investment mixes maintained across risk levels. Deploy a professionally built allocation without paying anyone to build it for you. Available through Era Agency.
Research that reads the market for you
AI reads market signals and earnings reports and forms investment theories grounded in data, the analyst desk you never had to hire. Available through Era Thesis, currently in private beta.
Backtest before you commit
Multi-asset backtesting with realistic fills and slippage, plus walk-forward optimization, so you can pressure-test a strategy before risking a dollar. Thesis backtesting is rolling out in private beta — request an invite.
Your assets, held by a regulated custodian
Brokerage and custodial services are provided by Alpaca Securities LLC, a member of FINRA/SIPC, the same custody model professional advisors rely on.
Built on a regulated foundation
Era Financial Advisors LLC is an SEC-registered investment adviser, so these tools sit on a real, regulated foundation — you still make every call.
Your whole financial picture, connected
Connect every bank, card, and brokerage so your investing decisions account for your complete finances, cleaned, categorized, and ready for any AI agent.
Common questions
No. Era is built so you can lean on model portfolios and AI research to get started, then take more control as you learn. You're always the one who decides.
Your assets are held by Alpaca Securities LLC, a member of FINRA/SIPC, the same custody model professional advisors use. Era never takes custody of your money.
Yes. Era Financial Advisors LLC is an SEC-registered investment adviser (CRD #334404). Registration doesn't imply a certain level of skill or training, and past performance doesn't guarantee future results.
Never. Your data isn't sold or rented, and every agent action needs your permission first.
A robo-advisor picks for you and hides the machinery. Era hands you the machinery (research, backtesting, and model portfolios) so you can decide, adjust, and stay in control instead of handing over the wheel.
Get advisor-caliber tools, minus the advisor
Research, model portfolios, and backtesting. All run by you, on your own terms. Free to start.