We connect who you are to how your money moves.
Find your voice
Investment priorities, in your own words. Machine-readable, advisor-ready, and independent of asset class or platform.
We express our values in how we vote, how we show up for our communities, and how we live. Our money is the exception. The financial system makes decisions for us without knowing what we believe.
Today’s expectations are different. The next generation of wealth management will reflect the human behind the capital.
Chorus is the bridge. We create a living investor profile that illuminates who you are so you can direct your capital toward the world you want to live in.
The financial world can feel inaccessible and full of jargon. Chorus meets you where you are in your financial journey, in language you understand, so you don’t have to do the deciphering.
A private, model-led conversation. 4 topics, 7 minutes each. Pause or pick up where you left off.
Surface the connections between your preferences and explore where they may pull in different directions.
Your identity, values, and preferences become a living, machine-readable profile you can refine and share with an advisor, custodian, or DAF sponsor.
Take action based on the personalized set of data.
What values show up in your giving, volunteering or purchasing decisions?
Health! I raised money for the Alzheimer’s association during the NY marathon last year.
What draws you to Alzheimer’s specifically? Do you have a personal connection?
My grandmother had it. I care about the people doing the caring, not just the cure.
A tuned frontier model running Chorus’s own interview architecture. It adjusts question depth, vocabulary, and pacing in real time based on how you talk about money. Your conversation is never used to train a model.
A second model pass reads the full transcript and extracts every preference as a structured signal: named, typed, and scored for confidence. Signals you stated and signals Chorus inferred are kept separate, so you always know which is which. Where two signals contradict, Chorus surfaces the tension instead of resolving it for you.
Your signals resolve into a single schema across six dimensions: evidence, place, return, vehicles, engagement, literacy. Every field is editable, every change is versioned, and the whole profile is machine-readable. If you give them permission, an advisor, custodian, or DAF sponsor will read the same structure you do, always at its current version.
Your profile is embedded as a vector, and so is every grant and investment opportunity. Matching runs on similarity between the two, weighted by your confidence scores, so a grant or a peer surfaces because it fits your signals, not a category you were sorted into. Live today: your playback, personalized grantable opportunities, and peer-to-peer matching.
A private, model-led conversation. 4 topics, 7 minutes each. Pause or pick up where you left off.
What values show up in your giving, volunteering or purchasing decisions?
Health! I raised money for the Alzheimer’s association during the NY marathon last year.
What draws you to Alzheimer’s specifically? Do you have a personal connection?
My grandmother had it. I care about the people doing the caring, not just the cure.
Surface the connections between your preferences and explore where they may pull in different directions.
Chorus surfaces the relationships between your values and your behavior.
Identity and preferences transcribed into a portable, machine-readable profile accessible to an advisor, custodian, or DAF sponsor.
Jane Doe
Grant recommendations, private market opportunities, and peers who fund alongside you.
Jane Doe
Take action, 1 of 3 openArticles and op-eds we’ve been circling as we build Chorus.