About TacticalMind AI™
We built TacticalMind AI™ to give every financial advisor, investment committee, and chief investment officer the same analytical firepower as the largest institutional firms.
The Platform
TacticalMind AI™ is the most advanced AI-driven strategy analysis pipeline ever made available to financial advisors, portfolio managers, and chief investment officers. Every investment professional has a strategy — the real challenge is deeply understanding how to best execute it with timely, well-reasoned decisions as markets evolve.
TacticalMind AI™ takes your defined investment strategy, your portfolio history, asset universe, and constraints, then runs them through a multi-dimensional analytical engine spanning fundamentals, technicals, sentiment, macro conditions, and breaking developments to determine whether your current holdings are positioned to deliver on your target outcomes.
When they are, it confirms your conviction with evidence. When they're not, it surfaces specific, justified recommendations — what to buy, sell, reduce, or rebalance — calibrated to your investment horizon and cadence.
Short-term tactical strategies receive more frequent, precise signals. Longer-horizon approaches get broader, measured guidance. TacticalMind AI™ gives you the analytical depth to execute your strategies with unprecedented confidence.
Our Journey
The founding team has spent decades building, managing, and analyzing tools for investors, advisors, and teams developing strategies across the fintech industry. They watched as independent advisors and smaller RIAs were forced to rely on surface-level screeners and single-dimensional analysis while their institutional counterparts leveraged deep, AI-driven research.
The gap wasn't about talent. Independent advisors are some of the sharpest minds in finance. The gap was about infrastructure — the data pipelines, the analytical frameworks, the multi-dimensional analysis engines that require millions in development. TacticalMind AI™ was born from a simple conviction: that technology should level the playing field, not widen it.
In 2025, the infrastructure caught up with the vision. Affordable, readily accessible AI capable of powering highly complex analysis finally arrived — and the team came together to build what they wished had existed years earlier. The time was right to bring institutional-grade portfolio intelligence to every advisor, regardless of firm size.
Our Values
Professional
Authoritative, Not Stuffy
We communicate with the precision and confidence that financial professionals expect — without hiding behind jargon or unnecessary complexity.
Clear
Simple, Never Dumbed Down
Every recommendation comes with full reasoning. We distill complexity into clarity without losing the nuance that matters for real decisions.
Confident
Direct, Not Aggressive
Our signals are decisive and conviction-weighted. We tell you what the data says without hedging everything into meaninglessness.
Helpful
Guiding, Never Salesy
We exist to make you better at your job. Every feature, every report, every recommendation is designed to inform — not to upsell.
Drawing the Line
Not a Trading Bot
We advise. Humans decide.
Not a Robo-Advisor
We augment human decision-making.
Not ChatGPT for Finance
Purpose-built with real financial data.
Not a Black Box
Full reasoning shown for every recommendation.
Leadership
Rob Harbin
Co-Founder & CTO
Rob has spent the better part of 20 years leading tech teams across multiple firms, including multi-billion-dollar financial institutions and independent cybersecurity companies, as well as building multiple software platforms used by hundreds of advisors and firms alike.
Joseph Maas
Co-Founder & CIO
Joe is a CFA Charterholder and Certified Financial Planner with over two decades of financial industry experience. A deeply trained analyst specializing in portfolio construction, risk mitigation, and business valuation, Joe serves on the Board of Directors for the National Association of Active Investment Managers (NAAIM).
Roccy DeFrancesco
Co-Founder & CMO
Roccy is a JD and the founder of The Wealth Preservation Institute. A published author, national speaker, and creator of multiple professional designations including the CWPP™ and CAPP™, Roccy brings decades of experience educating financial professionals on advanced planning strategies. Roccy and Rob are also co-founders of OnPointe Software, makers of OnPointe Risk Analyzer, OnPointe Retirement Planner, OnPointe Marketing Suite, and other advisor-focused software applications.
Reach out to learn how TacticalMind AI™ fits your workflow.