About
AI Agent Architect
for Investment Managers
25 years in financial services — from prop desk to electronic trading to COO to CRO (Chief Risk Officer). Now building the AI agent infrastructure that investment managers need to compete.
Our Reach
The Background
We've spent 25 years in financial services — sitting in the seats our clients sit in. Prop desk, electronic trading, COO at Gleneagle, CRO (Chief Risk Officer) at eToro Australia overseeing $1B+ in client assets. Harvard Business School alumnus. Now we build AI agent systems for investment managers.
We Build, Not Just Advise
ARIA — our flagship demonstration — is six AI agents that process earnings transcripts, SEC filings, and news narrative to produce qualitative investment intelligence. An independent fact-checking agent verifies every claim before publication. From concept to working system in one week.
Regulatory Credibility
CRO background means we build AI within governance and compliance frameworks that regulators and investors can accept. This is rare — most AI consultants can't navigate the regulatory side.
Speed of Execution
Months of building agent architecture frameworks enables rapid deployment. New agent systems go from concept to production in weeks, not months.
The Approach
We work with investment managers who want AI that's built around their data, their edge, and their workflow — not generic tools. From research agents that process qualitative signals to compliance automation with full audit trails, we build the systems that execute. Every agent is purpose-built, fact-checked, and governed.
Technical Execution
We don't just advise — we build. Multi-agent systems, RAG pipelines, fact-checking gates, and persistent memory architectures. Working AI agents, not theoretical frameworks.
Institutional Credibility
25 years across prop trading, electronic trading, COO, and CRO roles. Prime broking relationships with Morgan Stanley, UBS, JP Morgan, Deutsche Bank, ABN AMRO, Citigroup, and Bank of America Merrill Lynch.
Executive Deliverables
Working AI agent systems — not slide decks. ARIA produces institutional-quality investment intelligence weekly. Every engagement delivers working agents, not roadmaps.
Engineering Mindset
Operations as an engineering problem. No consulting theater—just architecture that executes. Every recommendation grounded in unit economics, technical feasibility, and operational reality.
Bridge Builder
We speak both languages: the boardroom's strategic vision and the engineering team's technical execution. Aligning capital allocators, founders, and technical teams.
Rapid Diagnosis
Surgical, fixed-scope engagements that map workflows, stress-test data integrity, and identify regulatory gaps. Executive roadmaps that prioritize impact.
Our Philosophy
AI agents built around your firm's proprietary edge — not generic feeds. We build, deploy, and govern custom agent systems for investment managers.
Your Data, Your Edge
Every AI agent system we build is tailored to your firm's specific data sources, research workflow, and investment process. No generic solutions.
Working Systems, Not Slide Decks
ARIA went from concept to working six-agent research system in one week. We build and deploy — strategy is embedded in the architecture.
Governed by Design
Every agent system includes audit trails, fact-checking gates, and compliance frameworks built in from day one. CRO-grade governance, not bolted on.
Our Approach
We work with investment managers who demand rigor. From AI strategy to working agent systems — built fast, governed properly, and tailored to your edge.
Get StartedTechnical Audit
Surgical assessment of your operational environment. We map workflows, stress-test data integrity, and identify regulatory gaps.
Architecture Deployment
We build the systems that execute. Governance engineering, AI agents, and automated workflows. Implementation that reduces cost and risk.
Executive Roadmap
Clear priorities: the top 3 opportunities to reduce Opex and de-risk the asset. Technical specifications, not strategic frameworks.
Ready to Start?
Get Started
Schedule a Consultation
Book a confidential discussion to explore how we can build AI agent systems for your firm. We'll assess your environment and outline a strategy for deploying governance-compliant AI agents.
Book a Call