Enterprise-Grade AI for Financial Services
AI Workflows for
Wealth Management
StackAI helps wealth managers automate reporting, streamline client operations, and maintain regulatory compliance—all while scaling personalized service.
Give investors and managers instant insights
Streamline thoughtful client communications
Summarize IC memos and generate reports
Enterprise-Grade AI for Financial Services
AI Workflows for
Wealth Management
StackAI helps wealth managers automate reporting, streamline client operations, and maintain regulatory compliance—all while scaling personalized service.
Enterprise-Grade AI for Financial Services
AI Workflows for
Wealth Management
StackAI helps wealth managers automate reporting, streamline client operations, and maintain regulatory compliance—all while scaling personalized service.
Give investors and managers instant insights
Streamline thoughtful client communications
Summarize IC memos and generate reports
Secure AI for Wealth Management
StackAI helps banks streamline compliance, accelerate client service, and eliminate manual workflows—all with enterprise-grade security and regulatory alignment.
On-premise deployment
On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
Templates for compliance, research, and client support
Templates for compliance, research, and client support
Templates for compliance, research, and client support
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Case Studies
Trusted by Leading Wealth Managers
From private wealth firms to multi-asset managers, teams rely on StackAI to accelerate reporting cycles, reduce operational drag, and surface insights faster for advisors and clients.
Case Studies
Trusted by Leading Wealth Managers
From private wealth firms to multi-asset managers, teams rely on StackAI to accelerate reporting cycles, reduce operational drag, and surface insights faster for advisors and clients.
Case Studies
Trusted by Leading Wealth Managers
From private wealth firms to multi-asset managers, teams rely on StackAI to accelerate reporting cycles, reduce operational drag, and surface insights faster for advisors and clients.
StackAI empowered a multi-class asset management fund to orchestrate agentic workflows that connect directly to internal systems, automate compliance checks, and synthesize years of institutional knowledge into actionable insights.
Workflows used
Custom API
Capital accounts reconciliation
Client communications and reporting
How a Multi-Class Asset Management Fund Uses AI Agents to Streamline Research, Compliance, and Reporting
How a Multi-Class Asset Management Fund Uses AI Agents to Streamline Research, Compliance, and Reporting
How a Multi-Class Asset Management Fund Uses AI Agents to Streamline Research, Compliance, and Reporting
Use Cases Collection
AI Agents for Wealth Management
Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
AI Agents for Wealth Management
Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
AI Agents for Wealth Management
Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Platform
The AI Transformation Platform for Wealth Managers
Automate client reporting, portfolio operations, and compliance workflows with agents that process complex documents and ensure audit-ready accuracy.
Platform
The AI Transformation Platform for Wealth Managers
Automate client reporting, portfolio operations, and compliance workflows with agents that process complex documents and ensure audit-ready accuracy.
Platform
The AI Transformation Platform for Wealth Managers
Automate client reporting, portfolio operations, and compliance workflows with agents that process complex documents and ensure audit-ready accuracy.
Workflows
Interfaces
Integrations
On-Premise
Security
Support
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
our clients' opinions
Proven Impact, In Our Customers' Words
our clients' opinions
Proven Impact, In Our Customers' Words
our clients' opinions
Proven Impact, In Our Customers' Words
StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of Agents—StackAI provides a reliable foundation for building and running production-ready AI systems.
Stefan Galluppi
Chief Information Officer, LifeMD
StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of Agents—StackAI provides a reliable foundation for building and running production-ready AI systems.
Stefan Galluppi
Chief Information Officer, LifeMD
StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of Agentic workflows—StackAI provides a reliable foundation for building and running production-ready AI systems.
Stefan Galluppi
Chief Information Officer, LifeMD
StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.
Doug Williams
Gen AI Lead, MIT Martin Trust Center
StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.
Doug Williams
Gen AI Lead, MIT Martin Trust Center
StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.
Doug Williams
Gen AI Lead, MIT Martin Trust Center
With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.
Brian Hayt
Director of BI, Noblereach
With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.
Brian Hayt
Director of BI, Noblereach
With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.
Brian Hayt
Director of BI, Noblereach
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build AI Agents for Wealth, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
Get started
Let’s Build AI Agents for Wealth, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
Get started
Let’s Build AI Agents for Wealth, Together
Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.
©2025 StackAI. All rights reserved
Made by PhDs at
©2025 StackAI. All rights reserved
Made by PhDs at
©2025 StackAI. All rights reserved
Made by PhDs at