AI built for Financial Services - from Data Foundations to Production
SERVICES
AI Readiness Assessment and Data Foundation Review. Identify where your data is AI-ready and where it isn't, surface your highest-value use cases, and deliver a prioritized roadmap your technology and C-suite leadership can act on. Engagements from 1–4 weeks.
Agent design, data pipeline engineering, and workflow automation — purpose-built for investment research, portfolio operations, and client-facing workflows. We prototype fast and push to production. Engagements from 2–8 weeks.
Ongoing oversight of deployed AI systems — performance monitoring, model risk controls, and audit-ready documentation. Built for the compliance requirements of regulated financial environments. Ongoing retainer available.
APPROACH
All work led by senior practitioners with hands-on financial services experience — not generalist consultants learning your industry on your dime.
We define success as working systems and measurable business impact. Not decks, not pilots that go nowhere.
In active partnership development with Anthropic, AWS, Snowflake, Databricks.
AI-native execution — we build with the same tools we deploy, which means faster delivery and fewer surprises.
Deep hands-on experience across asset management, hedge funds, private equity, and wealth management.
Our ultimate goal is to deliver production-grade systems to you, not presentations.
Deploy AI across research, portfolio construction, and client reporting — without disrupting existing infrastructure. We understand the data complexity and compliance constraints of large asset managers.
Build production-grade agentic systems for research, signal generation, and operations. We understand complex investment strategies, move fast, and take any project all the way to production.
Automate client reporting, scale personalized communications, and free up advisors to focus on relationships — built for the regulated, client-facing environment you operate in.
Accelerate technical diligence, automate portfolio company reporting, and identify AI-driven value creation opportunities.
I spent years as a senior practitioner in financial services AI — deploying production systems at top-10 asset managers and hedge funds, advising C-suite and leadership on Data and AI. I founded NovaRize because the firms I worked with needed a partner who could speak both languages: investment management and modern AI engineering. Most couldn't find that combination at a large consulting firm. Every NovaRize engagement is founder-led, hands-on, and scoped to ship working systems.
Direct access. Fast response.
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