Help TradeAlgo Connect You To The Right Solution. Name * First Name Last Name Email * Have you ever used the TradeAlgo Professional Wealth Series Service No No, but my financial advisor/RIA uses it Yes, I have used it previously Yes, I am currently a client Due to the proprietary nature and exclusivity of our AI, participation in this program requires signing an NDA. Would that be an issue? yes no Please explain the investing situation or problem you are trying to manage. Are your funds professionally managed or self managed? All professionally manged All self manged Combination What is the total sum of your stock market invested assets (Brokerages/IRAs/Retirement Accounts)? Under 100k 100-250k 250k-1M 1M-5M 5M-20M 20M+ When was the last time you reviewed whether your current investment strategy is maximizing returns/minimizing risk? What is your YTD 2025 Return -10% -1-10% Breakeven 1-5% 5%+ How did you hear about TradeAlgo? Time Magazine Bloomberg TV Financial Advisor/RIA Yahoo Finance Friend/Colleague Social Media Thank you!
