AI-native financial services and fund admin firms
21 AI-native services firms in Financial Services & Fund Admin, in 7 countries, with $321 million raised. An AI-native services company sells a professional service, not a tool. Its own people deliver it, on technology it builds itself. AI does far more of the work than in a traditional firm. People stay in the loop and own the judgement.
- Savvy Wealth: RIA platform for independent advisors with shared AI-enabled operations (New York, United States)
- Decade: Wealth advice for Brazilian savers pairing each client with a human advisor and a proprietary AI that tracks assets, runs simulations and flags fees and tax issues. (Sao Paulo, Brazil)
- bunch: Platform plus managed fund administration for VC and PE fund managers, from SPV setup to fund accounting and reporting. (Berlin, Germany)
- Hanover Park: Fund administration, portfolio management and LP reporting for PE and VC firms, run by AI agents with CPA review. (New York, United States)
- Aboon: Third-party administrator that designs, launches and runs 401(k) plans for business owners, sold via financial advisors. (New York, United States)
- Axiom Trust: Nevada trust company: named human trust officers administer trusts on a proprietary AI-driven platform (Las Vegas, United States)
- Elio Mortgage: AI-native licensed mortgage brokerage pairing loan officers with AI that prepares and coordinates origination (Port St. Lucie, United States)
- Formulary: Fund administrator for venture, growth and private equity funds, using AI for reconciliation and review with CPA-led accountants approving every calculation. (New York, United States)
- Ralo: AI-native mortgage broker; licensed loan officers backed by an automation and pricing engine (New York, United States)
- Wavvest: AI-native wealth platform running in-house RIA Wavvest Wealth and licensing its tech to outside RIAs (Chicago, United States)
- AgentCollect: B2B receivables recovery using in-house AI agents, paid on a success fee. (San Francisco, United States)
- Alphanso: Flat-fee wealth advice with credentialed advisers and proprietary AI, no AUM fee. (United States)
- Arca: AI-native registered investment adviser / wealth manager (United States)
- boost: Tel Aviv business-loan brokerage that uses its own AI model to match Israeli SMEs with lenders, paid only on success. (Tel Aviv, Israel)
- Caruso: AI-native private-markets fund administration (Auckland, New Zealand)
- Clusia: Clusia is an AI-native assurance firm using software to automate audit delivery, starting with financial compliance audits and expanding into broader assurance services. (New York, United States)
- Embankment: AI-driven fund administration and custody/depositary provider for asset managers (Copenhagen, Denmark)
- Hypercore: Loan management software plus an AI Admin Agent that does loan administration for private credit funds. (Tel Aviv, Israel)
- Porters: AI-native outsourcing for bank back-office: account seizures, insolvency cases and chargebacks run by agents plus ops ex (Zurich, Switzerland)
- Signet: AI-native fund administration and reconciliation for digital asset funds, with a named human sign-off. (San Francisco, United States)
- Valence: AI-native wealth management firm for high-net-worth families, human advisors on proprietary AI platform (New York, United States)
The AI-Native Services Map is published by Eilla AI. What counts as AI-native? · What's new · Summary for AI tools