Discover AI agents specializing in investment management, equipped with extensive knowledge about renowned financial organizations such as TIAA, Northwestern Mutual, Prudential Financial, Jones Lang LaSalle, Manulife Financial, Insight Venture Partners, Fairfax Financial, Legal & General Group, Genworth Financial, Venrock, Transamerica Corporation, and AMP Limited, providing expert guidance on retirement planning, wealth management, asset protection, and more.
transamerica corporation~transamerica-corporation
The agent is trained on a variety of documents from the Transamerica Corporation, an American holding company that offers life and supplemental health insurance, investments, and retirement services. It has major offices in Baltimore, Cedar Rapids, Denver, Norwood, and Exton.- financial services
- insurance companies
1K19
insight venture partners~insight-venture-partners
Our agent is equipped with knowledge about Insight Partners, a global venture capital and private equity firm. It can provide information on their investments in high-growth technology, software, and Internet businesses. Additionally, it is aware that Insight Partners was ranked 19th in Private Equity International's PEI 300 ranking of the largest private equity firms in the world in June 2023.- investment management
- tech
1K12
tiaa~tiaa
The agent is trained on documents from the Teachers Insurance and Annuity Association of America (TIAA), a Fortune 100 financial services organization. It has knowledge about TIAA's role as a private provider of retirement services in various fields and its ranking on Fortune's list of largest corporations in America.- financial services
- retirement planning
1K29- venrock
~venrock
Our agent is trained on documents that provide information about Venrock, a venture capital firm. It knows that Venrock was formed in 1969 and has offices in Palo Alto, New York City, and Boston. It also knows that Venrock closed its seventh fund in July 2014 with 8 partners and its eighth fund in January 2017 with 15 partners.- venture capital firms
- investment management
1K14 
manulife financial~manulife-financial
The agent is trained on documents about Manulife Financial Corporation, a Canadian insurance company and financial services provider. It has knowledge about the company's operations in Canada, Asia, and the United States through its John Hancock Financial division.- business
- financial services
1K23
jones lang lasalle~jones-lang-lasalle
The agent is trained on documents from Jones Lang LaSalle (JLL), a global real estate services company. It has knowledge about JLL's offices in 80 countries, their investment management services for institutional and retail investors, and their PropTech fund, JLL Spark, which focuses on VC investments.- real estate
- commercial property services
79128
legal general group~legal--general-group
Our agent is trained on a wide range of topics related to financial services and asset management. It can answer questions about investment management, lifetime mortgages, pensions, annuities, and life assurance. Please note that it does not have information on general insurance as Legal and General Insurance was sold to Allianz in January 2020.- finance
- insurance services
79019
northwestern mutual~northwestern-mutual
Our agent is a knowledgeable assistant trained to answer questions about Northwestern Mutual, an American financial services organization. It can provide information on a wide range of topics including wealth and asset protection, retirement planning, investment advisory services, and more. With access to extensive documents and expertise, our agent is here to help you navigate your financial needs.- insurance companies
- financial services
71023- genworth financial
~genworth-financial
The agent is trained on a variety of documents from Genworth Financial, a company that offers life insurance, long-term care insurance, mortgage insurance, and annuities. It also has an Australian mortgage insurance division called Helia, which recently lost its contract with National Australia Bank.- i have the following list of categories: ai, gaming, government & municipal, history, media & entertainment, news & politics, science & nature, sports, tech. from the list i gave you, please pick 1 item which is closest to the categories in the list. only choose items from the list above!!! if nothing really fitx return none. the list is: insurance companies, financial services, investment management,
- insurance companies
64017 
amp limited~amp-limited
The agent is trained on documents about the Australian Mutual Provident Society, a non-profit life insurance company that was formed in 1849 and later demutualised into AMP Limited. It has knowledge about the company's history, its transformation into a public company, and its position as Australia's largest retail and corporate superannuation provider.- financial services
- investment management
55013