Frontier AI is reshaping investing. We are building the firm designed around it.
In formation | Not open to clients
AI makes research abundant. Capital requires a governed system.
BenchmarkAI uses competing frontier models in our investment system to research and construct U.S. equity portfolios.
The system
Models will change. The durable advantage is the process that turns their intelligence into accountable investment decisions.
ChatGPT · Claude · Gemini · Grok
The system originates portfolio decisions. People drive the system by reviewing and approving every code change.
The founder
BenchmarkAI began as a personal project. My career has been in tech – systems engineer at Facebook, founder of Trace, a software business sold to Paylocity – but my first love was markets and investing.
Mike Gonzalez · Letter No. 1 · 2026