Horyzen LLC is a corporate owner and operator of fintech sites that help individual investors discover, plan and optimize their investments. Three products in market today — each built to give retail a sharper edge.
I'm a product executive with 25+ years building technology platforms from the ground up — today I'm fully immersed in applied generative AI.
What drives me: building products that actually change how people make decisions. Whether that's giving retail investors better tools for corporate governance, discovering interesting stocks for further analysis, or making complex financial planning accessible to everyday investors — I'm drawn to problems where AI can create a step-change in consumer outcomes.
Each property helps an individual investor do something a Bloomberg terminal or wealth advisor used to gatekeep — research, plan, or act — with the speed and tailoring AI now makes possible.
An AI research desk for retail shareholders. Parses dense proxy statements, surfaces what matters in director slates, exec comp and shareholder proposals — and helps investors vote with conviction.
VISIT PROXYANALYST →
A multi-year scenario modeler for one of retirement's most expensive decisions. Visualizes the tax-bracket trade-offs of converting traditional balances to Roth — putting wealth-advisor-grade math in the hands of the saver.
VISIT ROTH CONVERSION →
Stock discovery, reverse-engineered from the smart money. Parses 13F filings into a navigable map of what the world's best investors are buying — so retail can find their next idea where it actually starts.
VISIT 13F.AI →