Finance & wealth · SOC 2

Private AI for finance and wealth management

Analyze client, portfolio, and deal data with AI that runs entirely on your own hardware. No prompts leaving your network, no vendor reading your book.

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The problem

The cloud is the wrong place for this data.

Client holdings, deal terms, and research are exactly the data that should never sit in a third party's logs. Cloud AI providers state they do not train on your data, but terms shift, subprocessors vary, and a breach exposes you regardless. Private AI removes the question entirely: the data never leaves.

What we deploy

Private AI, built for finance.

Deployment

On-premise, inside your controls, so client and portfolio data stays in your perimeter.

Use cases

Research synthesis, document review, client correspondence drafting, and private analysis of sensitive positions.

Custom AI

Agents tuned to your strategies, filings, and workflows, with no exposure of proprietary methods.

Predictable cost

A flat plan instead of per-token billing that balloons as analysts lean on it.

SOC 2

Compliance, built in.

We align the deployment to SOC 2 expectations and your existing controls: logging, access management, and data residency, with everything documented and inside your environment. Your edge stays your edge.