Buyside Fintech

Home / Directory / Client reporting / MDOTM

StoryFolio

Made by MDOTM

London, England · founded 2015

Generates account-level portfolio commentary with controlled generative AI; part of MDOTM's Sphere platform, backed by a $27M growth round led by Expedition Growth Capital.

Made by
MDOTM
Primary category
Client reporting
Also listed under
Not recorded
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-08-29
On the vendor's site
open

What practitioners say

Loading reviews…

Questions and notes

Loading the discussion…

How MDOTM describes itself

MDOTM helps Asset Managers make AI-driven investment decisions across the US, UK, and the EU. MDOTM's AI platform offers portfolio optimisation and insights for your asset allocation.

MDOTM’s own website, read 2026-08-30

Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.