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unlocks the power
of personalized investing
for financial advisors

Traditional indexes like the S&P 500 offer a one-size-fits-all approach that often fails to meet the unique needs of most investors. These can include companies that conflict with investor values, contain holdings with unfavorable tax implications, and can be slow to capture the hyper-growth potential of innovative companies.

genPortfolio leverages a sophisticated generative AI algorithm that acts as
a financial analyst's co-pilot. 

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We empower financial advisors to build portfolios that are perfectly aligned with their clients' specific goals, values, and tax situations, delivering a truly personalized investment strategy.

Meet The Team

Get to know the people behind the scene.
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Carlos Martin

CTO Co-Founder

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Alejandro Moreno

Business Developer

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Guido Valenzuela

Portfolio Design

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Martín Perez Enrri

Sr.Investment Analyst

PRESS RELEASE
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genPortfolio.com and Westside Consultants Partner to Revolutionize Wealth Management with AI-Driven Portfolio Solutions

Miami, 11 August 2025 – GenPortfolio.com, a pioneer in AI-driven portfolio construction, today announced a strategic agreement with Westside Consultants, a premier wealth management advisory firm. The partnership will provide Westside Consultants’ team of wealth management advisors with access to GenPortfolio.com’s cutting-edge platform, enabling them to build highly customized, AI-generated portfolios for their clients.

Alex Moreno, Business Development Director of GenPortfolio said "We are thrilled to partner with Westside Consultants. This agreement is a testament to the power of our technology and its ability to empower financial advisors. Westside's commitment to innovation and client-centric service makes them an ideal partner to lead the way in adopting this next generation of wealth management tools.“

Carolina Jorysz, Portfolio Manager of Westside Consultants said "Our partnership with GenPortfolio.com gives our advisors a significant advantage. By integrating their AI-driven platform into our workflow, we can deliver a new level of personalization and effectiveness to our clients, ensuring their portfolios are not just managed, but meticulously built to meet their unique needs.“

The new partnership marks a significant step forward in the evolution of wealth management, showcasing how AI can be leveraged to create more dynamic, responsive, and personalized investment solutions for clients.

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Brickell Key Dr, Suite 903
Miami, FL 33131
Ph: +1 949.829.1892