Horyzen LLC is a corporate owner and operator of fintech sites that help investors discover, plan and optimize their investments. Four products in market today — each built to give the people behind the portfolio a sharper edge.
I'm a product executive with 25+ years building technology platforms from the ground up — today I'm fully immersed in applied generative AI.
What drives me: building products that actually change how people make decisions. Whether that's giving investors better tools for corporate governance, discovering interesting stocks for further analysis, or making complex financial planning accessible to anyone planning for retirement — I'm drawn to problems where AI can create a step-change in investor outcomes.
Each property helps investors do work that once took a Bloomberg terminal, an analyst team or a wealth advisor — research, plan, or act — with the speed and tailoring AI now makes possible.
An AI research desk for shareholders. Parses dense proxy statements, surfaces what matters in director slates, exec comp and shareholder proposals — and helps investors vote with conviction.
VISIT PROXYANALYST →
A multi-year scenario modeler for one of retirement's most expensive decisions. Visualizes the tax-bracket trade-offs of converting traditional balances to Roth — putting wealth-advisor-grade math in the hands of the saver.
VISIT ROTH CONVERSION →
Stock discovery, reverse-engineered from the smart money. Parses 13F filings into a navigable map of what the world's best investors are buying — so investors can find their next idea where it actually starts.
VISIT 13F.AI →
Models whether your retirement savings will last. Handles married couples, tax-aware withdrawals across three account buckets, side-by-side scenarios, Social Security, pensions, and survivor planning — with a Monte Carlo simulation that gives you a probability of success, not just a single projection.
VISIT RETIREMENT SAVINGS →