Linvest21.ai Shines at Morningstar Investment Conference 2025
Chicago, IL – July 7, 2025 – Linvest21.ai, a trailblazingAI-driven fintech company, made waves at the 37th annual Morningstar InvestmentConference (MIC) 2025, held June 25-26 at Chicago’s iconic Navy Pier. Chosen as one of twelve emerging fintech startups to present, Linvest21.ai showcased its revolutionary platform, AlphaCopilot, led by founder and CEO David Lin, a former JPMorgan Asset Management executive with over 30 years of experience.The company’s AI-powered tools, designed to deliver personalized investment strategies, captivated financial advisors and industry leaders as a front-runner in wealth management innovation.
Morningstar: A Global Leader in Financial Insights
Morningstar, Inc. (Nasdaq: MORN), a powerhouse in investment research with over $3 trillion in assets under advisement, hosts theMIC as a premier platform for financial professionals. The conference unites advisors, asset managers, and innovators to explore trends like AI in finance, private market investments, and portfolio diversification. The 2025 event featured keynotes from Morningstar CEO Kunal Kapoor, who discussed the evolving landscape of public and private markets, and Apollo Global Management CEO MarcRowan, alongside sessions on AI-driven investing. Linvest21.ai’s selection to present at MIC 2025 underscored its alignment with the conference’s focus on transformative technologies, earning it a chance to compete for theBest-of-Show prize—a private lunch with Kapoor.
Linvest21.ai: Redefining Investing with AlphaCopilot
Linvest21.ai’s flagship platform, AlphaCopilot, set for a public launch in summer 2025, is an autonomous investment system powered by specialized AI agents, including equity analysts, portfolio managers, and virtual Chief Investment Officers. These agents analyze vast datasets in realtime, optimize portfolios, and provide tailored recommendations, making sophisticated investing accessible to both institutional and retail clients. AtMIC 2025, Linvest21.ai demonstrated how AlphaCopilot’s intuitive design and advanced analytics address key challenges like risk management and asset allocation. Attendees praised the platform’s ability to simplify complex decisions, positioning it as a game-changer in a tech-driven financial landscape.
David Lin: From Wall Street to Fintech Pioneer
“We’re thrilled to have shared our vision at MIC 2025,”said David Lin, Founder & CEO of Linvest21.ai. “Our platform is transforming how investors navigate today’s complex markets, and the response from the Morningstar community was incredibly encouraging.” David Lin, Linvest21.ai’s visionary founder, brings a wealth of expertise to the fintech space. Lin started his journey from University of Toronto in computer science and earned a MBA from Columbia University. He spent 22 years at JPMorgan AssetManagement, rising to Managing Director and CTO of its Global InvestmentPlatform. At JPMorgan, Lin led technology for Global Equities, Multi-AssetSolutions, and Quantitative Research. His innovations modernized JPMorgan’s investment infrastructure, enhancing portfolio management and client outcomes.
At MIC 2025, Lin showcased how AI can democratize elite investment strategies. His ability to translate decades of experience into a scalable, user-friendly platform resonated with attendees, who saw Linvest21.ai as a bridge between traditional finance and the future of investing.
MIC 2025: A Catalyst for Linvest21.ai’s Growth
The Morningstar Investment Conference (MIC) 2025, known for its focus on emerging trends like AI in finance, provided the perfect stage for Linvest21.ai to connect with industry leaders and potential partners.Attendees were impressed by AlphaCopilot platform’s ability to blend advanced analytics with user-friendly design, making sophisticated investing accessible to all. Linvest21.ai’s private beta has already generated significant buzz, building anticipation for its summer 2025 launch.
Looking Ahead: Linvest21.ai’s Vision for the Future
As Linvest21.ai prepares for its public debut, the company is focused on expanding its AI capabilities and refining its platform to meet the evolving needs of investors. David Lin’s leadership, grounded in his extensive experience at JPMorgan and his passion for innovation, positions Linvest21.ai as a leader in the fintech space.
Morningstar’s commitment to fostering innovation through events like MIC provides a vital platform for companies like Linvest21.ai to gain traction. As Kunal Kapoor noted in his keynote, the convergence of public and private markets demands new tools and strategies—a challenge Linvest21.ai is uniquely equipped to address. With its AI-driven approach and Lin’s proven track record, the company is poised to redefine how investors navigate today’s complex markets.
For more information, please visit Linvest21.ai.