MDOTM, founded in 2015, develops Sphere, a proprietary AI investment platform designed for human-AI collaboration across asset and wealth management. Sphere analyzes market and macroeconomic data to identify regimes and deliver forward-looking insights, translates those insights into portfolio construction and rebalancing tools, and leverages generative AI to automate personalized portfolio commentary and client reporting. The platform supports more than $100 billion in assets across 60+ financial institutions, including Morgan Stanley, Amundi and Zurich Bank. MDOTM is backed by a team of over 60 data scientists, engineers and finance experts and is supported by the MDOTM LAB, an academic network of more than 20 professors and PhDs. Sphere has received industry recognition, including “Best AI Platform for Asset & Wealth Management” at the 2024 Global Business & Finance Awards and the Morningstar Fintech Showcase in 2025.

Total raised

$34M

Funding rounds

2

Latest round

Equity

Latest activity

Jun 2026