Financial Services
Your investment strategies and client relationships are your competitive edge.
They should stay yours.
Client portfolio details. Proprietary research. Investment models your firm developed over years. Estate plans, trust structures, and the personal financial circumstances of people who trusted you with their futures. This isn't just protected data — it's the intellectual foundation of your practice and the basis of your fiduciary relationship with your clients.
Routing any of it through a public cloud AI raises questions that responsible advisors are already asking. The answer is straightforward: private inference running on hardware you control, with data that never leaves your network.
Your CRM and portfolio platforms are doing their job.
Salesforce Financial Services Cloud, Orion, Redtail, Wealthbox, and your custodian's platform are the right tools for client relationship management and portfolio operations. These platforms are integrating AI into their own workflows. What they don't provide: a general AI capability that can reason across your firm's internal research, your investment philosophy documentation, and your client-specific context — all without connecting to the internet. We build that capability as a layer alongside your existing stack.
The Case
Why in-house AI fits advisory practices.
Predictable overhead
Per-user AI subscription costs across a multi-advisor practice are ongoing overhead with no ceiling. Private infrastructure is a capital cost that produces consistent capability without a usage meter.
Model stability
Compliance-adjacent workflows and client communication processes need to behave predictably. You decide when and whether to upgrade your AI stack — not your vendor.
Data portability
Your client relationships, your research, and your firm's intellectual property belong to you. Private AI keeps all of it in one place, under your governance, accessible for future use — not locked behind vendor APIs or distributed across accounts.
Upgrade path
As AI models improve at financial reasoning, document analysis, and communication drafting, you adopt those improvements on your schedule, not a deprecation timeline imposed by someone else.
Capabilities
What we build for advisory practices.
Private research knowledge base
A RAG system over your internal investment research, market analysis, and firm philosophy documents. Advisors query it like a research assistant — all within your network, nothing public.
Client communication tools
Draft personalized client communications, portfolio review summaries, and market commentary based on each client's situation — without routing their financial information through a public API.
Compliance document assistance
Private drafting and review support for ADV updates, client agreements, and compliance documentation, grounded in your firm's actual practices and policies.
Meeting preparation and notes
Pre-meeting briefings from client history and post-meeting notes processing, entirely within your infrastructure.
Different practices need different systems.
Solo RIAs and multi-advisor firms have different needs, different tech stacks, and different budgets. We start by understanding yours.