AltaVestAI (AVST), a next-generation, AI-powered, self-clearing investment banking broker-dealer platform, announced the acquisition of internal-use versions of InteliClear, a multi-asset, modern post-trade processing platform, and AUG AI, an advanced artificial intelligence engine purpose-built for investment banking, research, and trading analytics.

With these acquisitions, AltaVestAI secures full ownership and command of its technology infrastructure, unlocking unprecedented levels of efficiency, automation, and regulatory compliance. This foundation empowers the firm to seamlessly manage the entire financial lifecycle from origination and trading through settlement, custody, and post-trade reporting while ensuring scalability and long-term strategic control.

The combined platform empowers AltaVestAI to process both traditional (equities, options, fixed income, mutual funds) and non-traditional (tokenized assets, digital securities, alternative investments) asset classes simultaneously, supporting traditional custodian- cleared securities and blockchain- native instruments with integrated tokenization and smart contracts.

“By bringing InteliClear and AUG AI in-house for internal use, we have eliminated dependency on legacy vendors and created a vertically integrated technology stack purpose-built for modern investment banking,” said Anthony Panos Co-Founder at AltaVestAI. “This is about full-stack control allowing us to enhance underwriting, research, compliance automation, trading analytics and post trade processing while operating with speed, precision, and scalability.”

The integration of AUG AI’s private AI agent infrastructure into InteliClear’s post-trade system enables AltaVestAI to operate with 24/7 global coverage, autonomous exception resolution, real-time reconciliation, and proactive risk and regulatory compliance monitoring delivering a true competitive edge.

“AltaVestAI now operates on the same technology foundation we’ve built to handle the most demanding post-trade environments in the industry,” said John Paul DeVito, Co-Founder and Director of InteliClear. “Our AI-powered post-trade platform, combined with AltaVestAI’s investment banking expertise, represents a transformative shift in how traditional and digital assets are originated, traded, and processed.”