KristaL.Ai

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$74.7K
Accounts
16,987
Employees
20
Advisory reps
5

Firm details

Headquarters
Singapore,
CRD number
341175
Registered since
May 13, 2026
Fee structure
Percentage of AUM
Client types
  • HNWI94.84%
  • Individuals4.52%
  • Banking / Thrift Institutions0.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

KristaL.Ai is an independent, fee-based registered investment adviser that focuses on financial planning and portfolio management for individual and family clients — including small-business owners. The firm is SEC-registered (registration recorded in 2026) and operates under a percentage-of-AUM fee model. Ownership is split between a foreign entity and an individual, and the firm classifies its industry affiliation as an “other” investment adviser. KristaL.Ai notes it does not position itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 51%, Exchange Traded Equities 22%, Non-Exchange Traded Equities 13%, US Government Bonds 12%, Derivatives 2%, Investment Grade Corp Bonds 1%51%
  • Private Funds51%
  • Exchange Traded Equities22%
  • Non-Exchange Traded Equities13%
  • US Government Bonds12%
  • Derivatives2%

Owners & executives

3 of 3

  • Vineeth Narasimhan

    Founder & CEOCRD 8238163

  • Jaya Reddy

    General Counsel and Chief Compliance OfficerCRD 8238165

  • Atul Kundra

    Chief Financial OfficerCRD 8238167

Contacts

2 of 2

  • Asheesh Chanda

    CRD 8238159

  • Shruti Shroff

    DirectorCRD 8238171

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
16 Raffles Quay, #09 01
Office locations

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