Power Your Firm withAdvanced AI
We partner with wealth management firms, hedge funds, and capital management companies to build custom AI solutions that enhance investment strategies, optimize portfolios, and deliver superior client outcomes.
Built for Financial Leaders
Empowering the next generation of wealth management and capital allocation with cutting-edge AI technology
Wealth Management Firms
We build custom AI solutions for RIAs, advisory firms, and wealth managers. Our research demonstrates our capabilities in financial NLP and market analysis.
Hedge Funds
Partner with us to develop proprietary quantitative models, algorithmic strategies, and systematic trading solutions tailored to your investment approach.
Family Offices
We create sophisticated, personalized AI-driven investment analytics and wealth management solutions for high-net-worth families and their advisors.
Our Financial AI Research
Transparent, legal-first approach to financial AI with public-domain data and community-driven development
Open-Source Foundation
Our research demonstrates our deep expertise in financial AI. We use this foundation to build custom, proprietary solutions for our wealth management partners.
Public-Domain Data Pipeline
SEC EDGAR filings, FRED economic data, and academic policy uncertainty indices
Specialized AI Models
Advanced models for financial sentiment analysis and market event detection
Legal-First Architecture
100% public-domain sources with transparent, auditable pipeline for compliance
Quick Start
Research Highlights
Community Impact
Ready to Transform Your Firm with AI?
Let's discuss how we can build custom AI solutions for your wealth management firm. Our research is just the beginning.