Ursa Invest

Welcome to first-class with AI-managed stock portfolios!

Ursa’s AI builds and actively-manages personalized stock portfolios. You can think of Ursa as your AI investment manager:
- Personalized portfolios built and managed by an AI recommendation engine
- Digestible research and daily insights to better understand your portfolio and investments
- Dive deeper with our AI portfolio assistant to answer your questions

AI Recommendation Engine:
Our AI recommendation engine powers your investment portfolio. Craft a strategy and let our AI match you with recommended stocks to build your portfolio. Then, sit back as it manages your portfolio for you－finding better stocks to swap in, adjusting diversification allocations and rebalancing.

Backed by Humans:
As our AI builds and manages your portfolio, rest assured that it’s backed by our dedicated human team. Whether we’re spending hours training the algorithm, researching stocks or evaluating overall market trends, we’re bolstering our AI’s capabilities with a human-touch!

AI Portfolio Assistant Chatbot:
Your portfolio may be automated, but it’s not a blackbox. Stay informed with daily portfolio news and insights. Still have questions? Our AI portfolio assistant is available 24/7 to answer questions. All you have to do is ask!

Easy to Invest:
1) Develop a Strategy - Tell our AI about your goals to craft an investment strategy
2) Personalize a Portfolio - Our AI builds your portfolio with matched stock recommendations
3) Open an Account - Open your account and securely transfer funds
4) Build Wealth - Sit back and we’ll build and manage your portfolio

Features
- AI recommendations engine matches you with recommended stocks
- Automated, ongoing portfolio management driven by AI engine
- Benefit from our human-based, proprietary stock research
- Develop a portfolio strategy with customizable preferences
- Build a plan to build your wealth and track progress
- Stay updated with digestible research and daily market insights

Data Security
We take security very seriously. We use bank grade security with 256-bit SSL encryption and securely store sensitive data with a SOC 2 compliant third-party secure data expert.

Learn more at www.ursavest.com!

Questions? Contact us at help@ursavest.com.

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Important Disclosures:

Ursa Technologies, Inc. (“Ursa Technologies”) offers a software-based portfolio management platform to inform and teach users about investing. Investment management and advisory services are provided by its wholly owned subsidiary, Ursa Financial, LLC (“Ursa Financial”), an SEC-registered investment adviser. Ursa Technologies and Ursa Financial may be collectively referred to as Ursa.

Ursa Financial’s investment advisory services are only available to residents of the United States and in jurisdictions where it is registered. This description profile is provided for informational purposes only and should not be considered an offer, solicitation of an offer or advice to buy or sell any securities. Past performance is no guarantee of future results. Any historical returns or expected returns are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

The content in this description profile is for informational purposes only and does not constitute a comprehensive description of Ursa Financial’s investment advisory services. Please refer to Ursa Financial’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing with Ursa Financial, please consider your investment objectives and Ursa’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to users of Ursa Financial by DriveWealth, LLC, an SEC registered broker-dealer and member FINRA/SIPC.