Kelly Gillease

Stop settling for generic funds or emotional stock picking. Accountable Finance uses agentic AI to translate your investment ideas into disciplined, professional-grade stock portfolios. Direct Indexing, custom ETFs, and thematic portfolios were once tools exclusive to the institutional world. We’re bringing that rigor to your brokerage. Use our 900+ signal engine and 20-year backtester to validate your thesis. Direct ownership, total transparency, and the control you deserve.