We design workflow automations and bespoke AI solutions to help financial institutions grow
Workflow Automation
We simplify investment research, portfolio management, and trade execution with efficient workflow automation. From data collection and analysis to portfolio tracking and compliance, we integrate the tools that support your financial operations. Our solutions help manage market data, monitor risk, and create personalized client communication—freeing your team to focus on high-value work and deliver better results.
Data Intelligence
Leverage advanced reasoning to unlock deep insights across all your financial metrics. By analyzing market data, performance indicators, and risk exposure, our integrated data intelligence offers powerful conclusions and helps you make informed, strategic decisions with precision and clarity.
Personalize At Scale
Discover unique trends and actionable insights with personalized reporting that brings all of your portfolio and financial data together. Track key metrics, monitor individual portfolios, and uncover opportunities to tailor client experiences, enabling you to make smarter, client-focused decisions with confidence.
01. Analysis
We help you discover growth opportunities that exist inside your company today. Our bespoke research method allows us to understand each company in extreme detail.
02. Strategy
We provide strategic clarity and operational agility in rapidly changing environment. Our roadmap helps you build for today and peer around corner for what’s coming next.
03. Build
At the heart, we're builders who believe in shipping at high velocity. We translate strategy into code, products, and growth systems. Start seeing impact and results in record time.
04. Production
We deploy, monitor, and improve production applications. Our world-class team of engineers, data scientists, and designers obsess over creating beautiful experiences that drive massive ROI.
05. Scale
Ensure your infrastructure keeps pace with your growth. Whether you're entering new markets, expanding your customer base, or enhancing performance, we build the foundation for expansion.
Office
One World Trade Center
47th floor
New York, New York