MDOTM Ltd. is a global provider of AI-driven investment solutions for asset and wealth management, banks and insurance companies. Its proprietary AI investment platform, Sphere, supports investment teams with AI-driven insights, portfolio construction and rebalancing tools, and generative AI for portfolio commentary and client reporting.
Investment Rounds
Capital activity and funding progression
| Amount | Valuation | Date | Round | |
|---|---|---|---|---|
| $27 M | — | Jun, 2026 | unspecified | View |
Frequently Asked Questions
Where is MDOTM Ltd. located?
MDOTM Ltd. is located in London, United Kingdom.
What industries does MDOTM Ltd. operate in?
MDOTM Ltd. operates in the following industries: artificial intelligence, asset management, wealth management, fintech.
When was MDOTM Ltd. founded?
MDOTM Ltd. was founded on 2026-06-30.
How much total funding has MDOTM Ltd. raised?
MDOTM Ltd. has raised a total of $27,000,000.
Who are the investors in MDOTM Ltd.?
The investors in MDOTM Ltd. are: Expedition Growth Capital.
What is the Sphere platform by MDOTM Ltd.?
Sphere is a no-code AI investment platform developed by MDOTM Ltd. designed for institutional investors, including asset and wealth managers, banks, and insurance companies. It enables these professionals to integrate AI into their investment processes, supporting tasks such as market monitoring, portfolio construction, rebalancing at scale, and automated reporting.
How does MDOTM Ltd. Sphere assist with portfolio rebalancing?
Sphere includes a solution called Portfolio Studio that allows investment managers to scale the creation, customization, and rebalancing of thousands of portfolios simultaneously. It aligns these portfolios with specific strategies, constraints, and objectives, allowing for mass customization while maintaining controlled tracking error.
Does MDOTM Ltd. Sphere use Generative AI for reporting?
Yes, Sphere features a tool called StoryFolio that uses a controlled Generative AI architecture. This tool automatically produces personalized, portfolio-specific commentaries and client reports, ensuring that the generated narratives remain consistent with underlying portfolio data, firm logic, and specific client profiles.
Who are the typical users of the MDOTM Ltd. Sphere platform?
The platform is designed for institutional investors. Its client base includes over 60 financial institutions across the US, UK, and Europe, ranging from major banks and asset managers to insurance companies, family offices, and wealth managers.
What are the core solutions offered by the MDOTM Ltd. Sphere platform?
Sphere offers three primary solutions: AI-Driven Investment Insights, which provide unbiased market analysis; Portfolio Studio, which handles scalable portfolio construction and rebalancing; and StoryFolio, which uses Generative AI to automate personalized client reporting and commentary.