Replatforming Wealth Management Around Intelligence
Scroll to Explore
AI-native infrastructure that encodes data, decisioning, and compliance into the operating core of modern Financial Advisory Firms.
Astraeus connects every system and process in a firm, creating continuous feedback between data, compliance, and growth.
Legacy Architecture Caps Enterprise Value
Fragmentation is not operational debt. It’s structural risk.
Wealth firms were assembled, not architected. Each new acquisition, product, and regulation adds incremental systems, complexity, and manual oversight.
Firms risk compliance exposure. Executives lose visibility. Advisors lose efficiency.
Firms risk compliance exposure. Executives lose visibility. Advisors lose efficiency.
Astraeus: Intelligence as Infrastructure
AI-native, firm-level architecture enables every decision, dataset, and workflow.
Astraeus encodes the full Firm context - market, product and account data, firm policies and procedures, roles and responsibilities - into a single operating foundation.
One Firm Reality
One source of truth across all systems.
Governance by Design
AI enabled auditability across all surfaces.
Native AI Across Each Functional Level
Empowering each functional area of the firm.
Scale Without Drift
Intelligence that compounds as scope increase.
Enterprise Outcomes, Not Just Productivity Gains
System-level intelligence, measured in enterprise value.
Astraeus transforms fragmented operations into coherent, auditable, and monetizable firm architecture.
The system identifies yield creation and product opportunities within firm workflows.
Firm-Wide Visibility
Real-time insight across advisors, clients, and assets.
Yield Driven Outcomes
Intelligence that surfaces new revenue and yields opportunities.
Continuous Auditability
Automated auditability reduces regulatory drag.
Normalization Streamlines Expansion
Normalized data and processes across firm growth vectors.
Designed for Full Firm Context
Astraeus progressively hosts the complete operating context of a wealth firm.
Astraeus’ infrastructure is built based on how the firm actually operates - informed by market, industry, and firm layers. Intelligence flows across each organizational layer as they are modeled together, not stitched piecemeal.
The market is replete with agent-based solutions that purport to layer intelligence onto fragmented systems. These solutions inherit the silos they’re meant to solve. Astraeus doesn’t add intelligence to your architecture, it aligns the architecture to enable Native-Intelligence.
Complete context. Encoded governance. Compounding learning.
Infrastructure. Not Software.
The market is replete with agent-based solutions that purport to layer intelligence onto fragmented systems. These solutions inherit the silos they’re meant to solve. Astraeus doesn’t add intelligence to your architecture, it aligns the architecture to enable Native-Intelligence.
Complete context. Encoded governance. Compounding learning.
Infrastructure. Not Software.
Market
Global products, pricing, and regulatory conditions encoded as governing constraints.
Industry
Product structures, regulatory systems, and compliance logic.
Firm
Individual Firm structure - products, controls, clients, employees - modeled to a single system.
Functional
Decision enablement aligned to real organizational pods, workflows, and scope.
Advisor
Across book and team, and informed by market, industry, firm, and function.
Market
Global products, pricing, compliance master
Industry
Parent framework containing comprehensive ‘40 Act architecture & investment advisory master, compliance rules engine
Firm
Customized context framework comprised of Firm offering, approval framework, policies/procedures, products, & physical footprint
Functional pod
Customized context models aligned to functional pods (Branch, Product Teams, Operations, Compliance, etc.)
Advisor
Personalized to each Advisor book of business, defined by preceding context layers
Advisor
Personalized to each Advisor book of business, defined by preceding context layers
Functional pod
Customized context models aligned to functional pods(Branch, Product Teams, Operations, Compliance, etc.)
Firm
Customized context framework comprised of Firm offering, approval framework, policies/procedures, products, & physical footprint
Industry
Parent framework containing comprehensive ‘40 Act architecture & investment advisory master, compliance rules engine
Market
Global products, pricing, compliance master
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.
These perspectives are designed for executives and investors shaping the next decade of financial infrastructure.
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.
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.