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
ARIA — our six-agent research system — analyzes earnings calls, SEC filings, and news narrative. Each issue targets a different sector and thesis. Here are two examples from recent publications.
Three Bets on the Same Table
Three CEOs. Three incompatible strategies on private credit. The market can't price all of them correctly.
Contradiction
Dimon warns "bubble." Fink deploys $30B. Solomon builds a hybrid.
Pattern
ESG language systematically eliminated across all three firms.
The Fine Print Knew First
Management told one story on the earnings call. The 10-K legal disclosures told another.
Divergence
Legal filings flagged risks the earnings narrative glossed over entirely.
Pattern
Escalating risk language — new categories, expanded litigation, hedging that didn't exist prior.
From The Qualitative Edge — published weekly by ARIA
What 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.