AI for asset managers, built with you.
Security, infrastructure, and white-glove service for harnessing agents.
Book a consultation
Build a bespoke AI system
for your Fund
Harness the latest agents
Securely harness Claude Code and other state of the art agents to do work for your firm.
Encode your firm's processes
The way your team builds a thesis, runs a screen, prepares for earnings – drilled into your AI.
Automated research
Daily coverage of every name on your watchlist. Your docs update with prints, guidance and filings the moment they cross.
Hedge-fund-grade infrastructure
Tenant isolation. No training on your data. Controls treated as a design constraint from day one — not a compliance afterthought.
Organize your data
Agents that maintain your file structure, enforce your ontology, and keep the archive queryable — without anyone playing librarian.
Training & governance
Seminars, playbooks, and direct support — so AI gets used well across the firm, not just by the people who already love it.
Integrate everything
Connected once, governed properly, kept in sync — so the system thinks across your stack the way your team already does.
The exposure.
Factor risk, scenario analysis, attribution.
The reading list.
Terminals, fundamentals, and the deep research stack.
The book.
Positions, P&L, execution, and middle-office.
The infrastructure.
Where compute and storage actually live.
The numbers.
Warehouses, lakehouses, and what you build on top.
The work itself.
Where models, memos, decks, and conversations happen.
Don't see something? If your firm runs on it, we'll connect to it. Custom integrations are part of the partnership, not a line item.
The work, in their words
Mercator Partners has been running on WithAI since day one. Their CIO and Head of Primary Research on what changed.
“We used to spend 80% of our time gathering information and 20% acting on it. WithAI has flipped those percentages.”
“WithAI eliminates the need to search every 'haystack' as the 'needles' are floated to the top and organized by importance, impact, and relevance for the portfolio.”
Three things, plainly stated.
A team working with you. Not another SaaS subscription.
You get engineers and analysts inside your operation — learning how your firm thinks, and staying close enough to fix what doesn't work.
The best models, let loose on your existing work.
Frontier models, conditioned on your memos, models, and taxonomies. The product reshapes itself around you — not the other way around.
Secure by posture. Not by checkbox.
Tenant isolation, no training on your data. Treated as a design constraint from day one — not a compliance afterthought.
Two founders. Both close to the work
WithAI is built by the people who'll sit across the table from you.
