Senior AI Engineer, […]

WHO WE ARE […] builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.

WHAT SETS US APART Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months. Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies Strategic Partners: Partners include J.P.

Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures. World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, Black

Rock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. OUR VALUES Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset.

We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.

Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the