AI Agent Architecture for Investment Managers
Your Data. Your Edge.
Your AI Agents.
We build custom AI agent systems for investment managers — research, compliance, and operations — with the governance and audit trail that regulated firms require.
25 years in financial services. From prop desk to CRO to AI architect.
Institutions We've Worked With
25 years working with financial institutions across trading, risk, operations, and technology.
Qualitative Judgment is the Last Source of Alpha
Howard Marks wrote in February 2026 that AI has commoditized quantitative data processing. "Investment superiority has to be found in correctly judging the import and implications of information, assessing qualitative factors such as management effectiveness."
We build the AI agents that do this qualitative work — processing earnings transcripts, SEC filings, and news narrative at a scale and speed no human team can match. Purpose-built around your firm's data, your edge, and your workflow.
Proof of Work
See What Our Agents Found This Week
ARIA — our six-agent research system — analyzes earnings calls, SEC filings, and news narrative weekly. Here's a sample of real output.
Private Credit: Who's Right?
Dimon (JPM) warns private credit is "a little bit of a bubble." Fink (BlackRock) is doubling down with $30B in acquisitions. Solomon (Goldman) is building a hybrid. Three CEOs, three incompatible bets — the market can't price all of them correctly.
ESG Language Elimination
Across JPM, Apple, and Goldman earnings calls, ARIA detected systematic elimination of ESG terminology — replaced with "sustainability" or dropped entirely. Sector-wide political repositioning confirmed across transcripts.
Six Agents. One Fact-Check Gate.
Every claim passes through an independent fact-checking agent before publication. No hallucinations. No unsourced assertions. Every insight traced back to a specific filing, transcript, or data point.
From The Qualitative Edge — published weekly by ARIA
See How This Works For Your FirmWhat We Build
AI agents built around your firm's edge — not generic tools.
Research Agents
Multi-agent systems that process earnings calls, filings, and news narrative to produce qualitative investment intelligence — with independent fact-checking before anything publishes.
Compliance & Operations Agents
Automated compliance checks, risk reporting, and operational workflows — with the governance and audit trail that regulators and investors require.
Strategy & Architecture
AI strategy consulting for investment committees and boards. From concept to working system in weeks — because the agent architecture underneath has been purpose-built to move fast.
See What AI Agents Can Do For Your Firm
Book a 30-minute call to discuss how custom AI agent architecture can augment your research, compliance, and operations.