MDOTM, the global provider of AI-driven investment solutions for Asset and Wealth Management companies, today announced the close of a $27 million growth equity round led by Expedition Growth Capital.

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, is designed for human-AI collaboration and supports investment teams through three core solutions: AI-Driven Insights, which analyzes market and macroeconomic data to identify evolving market regimes and generate forward-looking insights across asset classes; Portfolio Studio, which translates AI-generated insights and users' own market views into portfolio construction, customization and rebalancing tools to build and manage portfolios efficiently at scale; and StoryFolio, which leverages generative AI to automate and personalize portfolio commentary and client reporting.