Financial firms live inside a contradiction most AI vendors don't take seriously: the work has to happen fast, and it has to be provable slowly. A break gets routed in seconds; the reason it was routed that way gets questioned in an audit two quarters later.

I build AI that holds both ends at once. Grounded retrieval so answers come from your records, not a model's guess. Append-only audit trails so every action can be traced back to what it saw and why it acted. Fast where the market demands it, provable where the regulator does.

Where AI moves the number

The highest-impact work in a financial firm is high-volume, rule-bounded, and expensive in human hours — exactly where a well-built agent earns its keep.

Trade ops — automated reconciliation, break detection and routing, and settlement workflows that clear the exceptions humans shouldn't be touching.
Risk & compliance — AML/KYC automation, trade surveillance, and regulatory reporting, with a full trail behind every flag.
Client intelligence — Client 360 retrieval, research synthesis, and relationship signals that put your own data to work for the desk.

In this industry, an AI answer you can't source is worse than no answer. I build systems that show exactly where every number came from.

Three places AI pays for itself on the desk.

Each one high-volume, rule-bounded, and tracked to a number.

01 / Trade Ops

Reconciliation & settlement

Automated reconciliation, break detection and routing, settlement workflows. The exceptions get worked; the clean matches never touch a human.

02 / Risk

AML / KYC & surveillance

Screening and onboarding automation, pattern detection in trade surveillance, and regulatory reporting — each flag fully traceable.

03 / Client

Client 360 & research

Client 360 retrieval, research synthesis, and relationship signals that turn scattered records into an edge for the desk.

04 / Control

Audit & on-prem

Append-only logs, regulatory-aware deployment, and on-prem inference for the data that can't leave your perimeter.

SOX-awareAML / KYCTrade surveillanceAudit trailsOn-prem inferenceGrounded retrieval

From briefing to production, with the controls built in.

Fixed scope, fixed price, compliance from day one.

01Brief

Find the highest-impact use case

Reconciliation, AML/KYC screening, surveillance, or client synthesis — we pick the one that moves a real number and agree on the KPI up front.

02Architect

Design for speed and audit together

Grounded retrieval, the audit layer, and regulatory-aware deployment are designed as one — fixed scope and price, no surprises.

03Build

Deploy into your environment

We build in sprints, deploy inside your controls — on-prem where the data demands it — and harden until it holds under real volume.

04Measure

Prove the value and the trail

We track the system against its KPI and confirm every action is logged and provable — then tune until the value crosses the cost.

Markets served.

Remote-first across the United States and internationally — including these markets.

New York City, New York (NY)

Los Angeles, California (CA)

Chicago, Illinois (IL)

Houston, Texas (TX)

Phoenix, Arizona (AZ)

Philadelphia, Pennsylvania (PA)

San Antonio, Texas (TX)

San Diego, California (CA)

Dallas, Texas (TX)

San Jose, California (CA)

Austin, Texas (TX)

Jacksonville, Florida (FL)

Fort Worth, Texas (TX)

Columbus, Ohio (OH)

Charlotte, North Carolina (NC)

Indianapolis, Indiana (IN)

San Francisco, California (CA)

Seattle, Washington (WA)

Denver, Colorado (CO)

Washington, District of Columbia (DC)

Boston, Massachusetts (MA)

El Paso, Texas (TX)

Nashville, Tennessee (TN)

Detroit, Michigan (MI)

Oklahoma City, Oklahoma (OK)

Portland, Oregon (OR)

Las Vegas, Nevada (NV)

Memphis, Tennessee (TN)

Louisville, Kentucky (KY)

Baltimore, Maryland (MD)

Milwaukee, Wisconsin (WI)

Albuquerque, New Mexico (NM)

Tucson, Arizona (AZ)

Fresno, California (CA)

Sacramento, California (CA)

Kansas City, Missouri (MO)

Atlanta, Georgia (GA)

Miami, Florida (FL)

Colorado Springs, Colorado (CO)

Raleigh, North Carolina (NC)

Omaha, Nebraska (NE)

Long Beach, California (CA)

Virginia Beach, Virginia (VA)

Oakland, California (CA)

Minneapolis, Minnesota (MN)

Tulsa, Oklahoma (OK)

Arlington, Texas (TX)

New Orleans, Louisiana (LA)

Wichita, Kansas (KS)

Cleveland, Ohio (OH)

Tampa, Florida (FL)

Bakersfield, California (CA)

Aurora, Colorado (CO)

Honolulu, Hawaii (HI)

Anaheim, California (CA)

Santa Ana, California (CA)

Corpus Christi, Texas (TX)

Riverside, California (CA)

Lexington, Kentucky (KY)

St. Louis, Missouri (MO)

Stockton, California (CA)

Pittsburgh, Pennsylvania (PA)

Saint Paul, Minnesota (MN)

Cincinnati, Ohio (OH)

Greensboro, North Carolina (NC)

Anchorage, Alaska (AK)

Plano, Texas (TX)

Lincoln, Nebraska (NE)

Orlando, Florida (FL)

Irvine, California (CA)

Newark, New Jersey (NJ)

Toledo, Ohio (OH)

Durham, North Carolina (NC)

Chula Vista, California (CA)

Fort Wayne, Indiana (IN)

Jersey City, New Jersey (NJ)

St. Petersburg, Florida (FL)

Laredo, Texas (TX)

Madison, Wisconsin (WI)

Chandler, Arizona (AZ)

Buffalo, New York (NY)

Lubbock, Texas (TX)

Scottsdale, Arizona (AZ)

Reno, Nevada (NV)

Glendale, Arizona (AZ)

Gilbert, Arizona (AZ)

Winston-Salem, North Carolina (NC)

North Las Vegas, Nevada (NV)

Norfolk, Virginia (VA)

Chesapeake, Virginia (VA)

Fremont, California (CA)

Garland, Texas (TX)

Richmond, Virginia (VA)

Baton Rouge, Louisiana (LA)

Boise, Idaho (ID)

San Bernardino, California (CA)

Spokane, Washington (WA)

Des Moines, Iowa (IA)

Modesto, California (CA)

Birmingham, Alabama (AL)

Tacoma, Washington (WA)

Fontana, California (CA)

Oxnard, California (CA)

Fayetteville, North Carolina (NC)

Huntsville, Alabama (AL)

Moreno Valley, California (CA)

Rochester, New York (NY)

Glendale, California (CA)

Yonkers, New York (NY)

Augusta, Georgia (GA)

Amarillo, Texas (TX)

Little Rock, Arkansas (AR)

Akron, Ohio (OH)

Shreveport, Louisiana (LA)

Grand Rapids, Michigan (MI)

Mobile, Alabama (AL)

Salt Lake City, Utah (UT)

Huntsville, Texas (TX)

Tallahassee, Florida (FL)

Overland Park, Kansas (KS)

Knoxville, Tennessee (TN)

Worcester, Massachusetts (MA)

Brownsville, Texas (TX)

New Port Richey, Florida (FL)

Jackson, Mississippi (MS)

Providence, Rhode Island (RI)

Fort Lauderdale, Florida (FL)

Sioux Falls, South Dakota (SD)

Tempe, Arizona (AZ)

Cape Coral, Florida (FL)

Springfield, Missouri (MO)

Pembroke Pines, Florida (FL)

Eugene, Oregon (OR)

Peoria, Arizona (AZ)

Corona, California (CA)

Lancaster, California (CA)

Rockford, Illinois (IL)

Salinas, California (CA)

Palmdale, California (CA)

Springfield, Massachusetts (MA)

Charleston, South Carolina (SC)

Duluth, Minnesota (MN)

London, England (ENG)

Dublin, Ireland (IRE)

AI for financial services — where milliseconds and audit trails both matter.