Updated October 19, 2026. Reviewed and revised for current information.
Image: Official DeepVest homepage, the current name of Benjamin AI, captured October 19, 2026. Its growth headline and visible hallucination-free wording are provider claims, not independently verified findings. No portfolio, financial plan, investment performance or output accuracy was tested.
Benjamin AI is now DeepVest. The company announced the rebrand on October 1, 2025, and the former Benjamin AI website now leads to DeepVest. Readers looking for the original investment-research assistant should therefore evaluate the current DeepVest product and its current plans.
What is DeepVest?
DeepVest is an AI-assisted workspace for investment research, portfolio analysis and advisor workflows. Its official rebrand announcement connects the former Benjamin AI platform with tools such as backtesting, stock screening, portfolio optimization and macroeconomic analysis.
The current product overview describes five connected tools. The focus has expanded beyond a conversational research assistant to include proposal preparation, financial planning and monitoring.
- AgentLab: conversational portfolio analysis and construction.
- AdvisorLab: prospect-statement analysis and proposal workflows.
- PlanLab: household financial-planning workflows.
- DataLab: market research across asset classes.
- MonitorLab: market, portfolio and macro-event monitoring.
Research and analysis features
The plan comparison lists strategy and event backtesting, advanced stock screening, portfolio risk analysis, scenario analysis and financial-filing research. These are advertised analytical capabilities, not evidence that a strategy will perform well or that an output is appropriate for a particular investor.
The DataLab page presents charts, financial statements, earnings transcripts, options data, economic calendars and fixed-income information. Availability and data history can vary by plan; verify the instruments, market coverage and update frequency you actually need.
Who is it for?
DeepVest currently markets its advisor workflows to RIAs, wealth-management teams, analysts and portfolio managers. Its pricing page also includes a Self Directed Pro plan for individual investors. Possible uses include organizing research, comparing portfolio scenarios, preparing a client discussion and reviewing a prospect’s holdings.
For a professional evaluation, use a case whose inputs and expected calculations you can check independently. Review the source data, assumptions, methodology, dates and any missing positions before sharing an analysis or acting on it. An organization’s suitability, compliance and client-data requirements still need their own review.
Current plans and trial
The reviewed pricing page lists Self Directed Pro, Advisor Premium and Enterprise. Self Directed Pro advertises a seven-day trial and limits including three connected brokerages and 150 tracked positions. Advisor Premium is contact-based, and Enterprise adds custom integrations and team features. These descriptions replace the older Benjamin AI plan details on this page.
A separate Day One offer is advertised for qualifying new RIAs, with a 12-month term, eligibility tied to the first two years of operation, and a maximum of three advisors. Confirm eligibility and the ongoing price before committing.
Check the official pricing page or obtain a written quote for the current currency, monthly versus annual billing, seat requirements, data access and renewal terms. Do not rely on the former Benjamin AI Pro price or lifetime-message trial allowance.
Important limitations
Backtests describe historical simulations and do not guarantee future returns. Model outputs depend on inputs and assumptions. This article describes software and is not investment advice or a recommendation to buy, sell or hold any asset. The company presents its tools as support for independent professional judgment. No hands-on product test, return assessment or independent security audit was performed for this overview.
