The TeamClientPracticeFirmAdvisorTeam
Made Whole.

Astraeus is the AI-native operating substrate for the modern wealth firm.

OPEN BY DESIGN • BUILT FOR ENTERPRISE AI
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SOC 2 Type II

Role-based access, full audit trail, and encryption throughout. Independent controls, audited annually.

Investment Advisers Act

Our semantic layer is codified against the rules and principles that govern our industry.

Single-tenant by design

Dedicated infrastructure per firm. Your firm's data never shares a boundary with another firm's.

Operational impact across the entire Firm.

One AI-native operating substrate delivering value across every function of the Firm.

Drive Efficiency

Days of manual work become minutes.
Billing & Ops
Reconciliation, automatic.
Compliance
Filings codified from live data.
Product
Research compiled in minutes.

Reduce Cost

Cut vendor sprawl and reconciliation cost.
Tech Stack
Consolidate tool into one system.
Operations
Margin as a multiplier on capacity.
Revenue
Billing leakage recovered.

360° Visibility

One plane of truth across the firm.
Reporting
One view across every entity.
Firm Ops
Queryable in plain English.
M&A
Acquired books normalized on arrival.

Grow Faster

Turn operations into revenue growth.
Pricing
Leakage and headroom surfaced.
Product
Eligibility, recommendations, and placements.
Advisory
New coverage, no new headcount.
THE PROBLEM

Fragmentation is structural risk.

Wealth firms were assembled, not architected. Ten, fifteen, twenty systems, each holding a fraction of the truth. Every question about the firm requires someone to translate across systems by hand. That translation is expensive, slow, and impossible to audit.

Fees live in spreadsheets
Investment research lives in PDFs
Positions live in custodial exports
Advice lives in advisor heads

The firm's operating logic, its programs, policies, and rules, lives in no single system, and that gap is what blocks enterprise AI.

THE SOLUTION

One substrate.
Every dimension of the Firm.

Astraeus encodes the firm's data, operating strategy, and business rules into a single AI-native operating core.

It ingests the stack you have today, then becomes the layer where the firm actually operates.
Most AI
Astraeus
Added on top of the stack.
Astraeus is the foundation underneath.
Manages a single function.
Astraeus powers the firm.
Wants to be the interface.
Astraeus is the substrate any interface can run on.
See the architecture

The whole Firm, modeled.

Astraeus models how your firm actually works. Clients, advisors, accounts, products, pricing, and compliance, and the relationships between them, as a single queryable structure.

AI traverses this model instead of inferring it from raw data.

Market

Global products, pricing, and regulatory conditions.

Industry

The '40 Act architecture, advisory program inventory, and the rules that govern advisers.

Firm

Your offering, rules engine, approvals, policies, product menu, advisor census, and clients.

Function

Context aligned to how the firm is organized: operations, compliance, branches, and workflows.

Advisor

Personalized deployment per advisor, scoped to their book of business

One connected
map of your Firm

Every client, advisor, account, product, and fee, and how they link, in one place instead of a dozen systems.

Perfect memory of what changed and why

Nothing is overwritten. Every value, at every point in time, with the reason it changed.

Your Firm's rulebook,
built in

Fee math, discounts, approvals, and compliance limits, written as exact rules, not tribal knowledge in someone's head.

The digital workforce

A governed digital
workforce for every function.

Astraeus runs digital workers across every function of the firm. Each operates under a clear governance model: some analyze, some recommend, some propose changes for human approval. Nothing executes an action without the controls a regulated firm requires. Every run is logged, reviewable, and attributable.
Billing & Fees
Investment Research
Trading & Operations
Compliance & Supervision
Client Management
Revenue Assurance

Three layers. One architecture.

Each layer builds on the one beneath it.
03

Digital Workforce: Named governed roles that operate the firm.

Named digital workers run inside the substrate with defined inputs, permissions, and evidence. An outcome-typed model governs what each may analyze, recommend, propose, or execute, so nothing consequential happens without human control.

Named roles. Governed outcomes.

02

Analytics: Ask the firm anything, in plain language.

Natural-language questions compile into auditable queries. Working sets return verifiable tables; evidence sets return cited answers back to source. Reports save as immutable, timestamped snapshots. The foundation underneath is deterministic.

Plain-language questions. Regulator-grade answers.

01

Foundation: The AI-native core.

A deterministic semantic layer and firm ontology give one governed reality across the core primitives: client, firm, fee, product, analytics, and compliance. Model routing sends every request to the right model at the right cost. Open-architecture connects the legacy stack you run today.

Right model. Right cost. Every query.

The Open Platform

Built for the era of enterprise AI.
The most capable AI in the world still needs somewhere to stand. Astraeus is the governed wealth-domain substrate beneath it. The ontology, the semantics, and the controls that turn a general model into intelligence a regulated firm can actually run on.
  • lava lines

    Agent-ready, Exposed Over MCP

    Astraeus is available over MCP. Any agent reaches the firm's governed data and digital workers under the same controls and audit trail as everything else.
  • balls rolling

    The Domain Layer AI Cannot Fake

    Ontology, semantics, and a firm's rulebook are not something a general model improvises. Astraeus provides the source of truth, so enterprise AI answers directly from the firm's verified record.
  • hexapods signals

    Headless & Callable

    Every layer is exposed through clean, typed interfaces. Call it from your own applications, your agents, or an enterprise AI platform. The intelligence runs wherever the firm already works.
  • high tech building and people

    Runs on Your Infrastructure

    Native connectors for Snowflake, Databricks, and BigQuery, deployed on GCP, AWS, or Azure. Kubernetes-native, inside your firm's own security perimeter.

Governed by design.
Auditable by default.

In a regulated firm, intelligence you cannot trace is intelligence you cannot use. Every action is deterministic underneath, governed by firm-level guardrails, and recorded in an immutable audit trail. Working sets are verifiable; evidence sets carry citations back to source. Nothing is a black box.
Every input
traceable
Every output
auditable
Every system
Recreatable

Perspectives on the Future of Wealth

Strategic insights and frameworks from the architects of intelligent infrastructure.
Astraeus publishes articles and analyses on the transformation of firm architecture, from AI-native compliance and data unification to the economics of agentic systems.

These perspectives are designed for executives and investors shaping the next decade of financial infrastructure.
Read the Latest Insight
Explore thought leadership from the Astraeus team.

Help Build the Future of Wealth

Astraeus is assembling a disciplined, high-performance organization defining how infrastructure becomes intelligence.
We’re engineers, strategists, and operators re-architecting the financial systems that power global wealth. If you value precision, clarity, and long-term impact, you’ll find alignment here.

Every role at Astraeus contributes directly to the foundation that allows advisory firms, investors, and institutions to operate intelligently at scale.

Our culture rewards accountability over ego, pace with precision, and progress that compounds.

Partner with the Intelligence Infrastructure for Wealth

Astraeus works with leading Investment Advisory Firms, PE Firms, Wealth Tech Platforms, and Consultancies driving the disruption redefining wealth management.

We’re building Astraeus with a small number of partners who are looking to be at the forefront of the next generation of wealth. If that describes your firm, we should talk.

Each conversation begins with understanding your existing systems and identifying where intelligence can compound.
Start a Conversation
For qualified, architecture-level discussions.