Products Platform Company

Gen AI for wealth management's most ambitious challenges

Finerative fuses 20+ years of wealth-management craft with frontier AI — one compounding platform behind products already running in production at leading institutions, and partnerships that ship.

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In production for leading financial institutions
Santander Banco Sabadell Andbank Private Bankers MyInvestor Abanca Porvenir Pinvest
There is a new language in wealth management. generative. Fluent in markets, portfolios and the language clients actually speak.
Finerative is the specialised applied AI partner for the leading wealth management firms embracing the AI revolution.
The Finerative AI Platform

The platform to tackle wealth management's top challenges

We have built the platform where AI and wealth management speak the same language, keeping compliance and privacy under control. Let's see how it works.

Finerative AI Platform

Wealth management

The domain layer — decades of portfolio, product and regulatory craft.

Frontier AI

The intelligence layer — frontier models under the controls finance demands.

Regulation & compliance

Every function is thoroughly tested to meet the regulatory bar before it ships.

Privacy

Your data stays private in isolated cloud infrastructure — down to the models themselves.

Connectivity

Coexists with your systems via API, MCP, CLI or any protocol you already run.

01

Every wealth management component, built in

Engines, workflows, data connections and ready use cases — decades of domain craft, wired into the platform.

02

Combined with frontier AI capabilities

RAG, guardrails, multi-agent workflows and more — frontier models running under the controls finance demands.

03

Continuously tested for regulation and compliance

Every function is checked against the regulatory bar — MiFID II, the EU AI Act and DORA — before it ships.

CNMV — Comisión Nacional del Mercado de Valores
Financial Conduct Authority
04

Deployed on private infrastructure you own and audit

The platform runs in isolated cloud infrastructure the client owns and audits — down to the models themselves.

Microsoft Azure
05

Connected to any system the challenge needs

Coexists with your stack via API, MCP, CLI or any protocol you already run.

Client profilingModel portfoliosRisk & returnAsset allocationFinancial planning
01

Every wealth management component, built in

Engines, workflows, data connections and ready use cases — decades of domain craft, wired into the platform.

Multi-agent workflowsVector RAGGuardrailsEvalsMCP connectors
02

Combined with frontier AI capabilities

RAG, guardrails, multi-agent workflows and more — frontier models running under the controls finance demands.

MiFID IIEU AI ActDORA
03

Continuously tested for regulation and compliance

Every function is checked against the regulatory bar — MiFID II, the EU AI Act and DORA — before it ships.

CNMV — Comisión Nacional del Mercado de Valores
Financial Conduct Authority
Isolated cloudClient-ownedSelf-hosted models
04

Deployed on private infrastructure you own and audit

The platform runs in isolated cloud infrastructure the client owns and audits — down to the models themselves.

Microsoft Azure
APIMCPCLIAny protocol
05

Connected to any system the challenge needs

Coexists with your stack via API, MCP, CLI or any protocol you already run.

How we work

We are the best partner to win

Two things make us fast and reliable: who we build with, and how we build.

Partnered to win

Production-grade infrastructure, frontier AI

We build and ship on partnerships with Azure and Claude — combining production-grade infrastructure with frontier AI capabilities, so every solution is fast, secure and ready from day one.

Forward deployed engineering

Embedded with your team, shipping in weeks

We embed our engineers with your team to tackle your most ambitious challenges — shipping production-grade, custom agents and AI solutions in weeks, not years.

  • Embedded engineers, working alongside your team
  • Custom agents built on your data and systems
  • Production-ready in weeks

MEET OUR PRODUCTS

Products that let you activate your AI strategy today

We have developed our products closely partnering with top-tier firms that helped us build something that works and matters to yours

01
GPTadvisor

The AI copilot for wealth managers.

GPTadvisor sits beside every advisor — turning client data, live markets and portfolios into answers, narratives and the next best action, all in plain language.

  • Conversational portfolio analysis
  • Client-ready narratives in seconds
  • Grounded in your firm's own data
GPTadvisor Live
02
Wealth MCP

The connector to your customer's AI agent.

Wealth MCP is the connector that connects your wealth products and services to the agents your clients already use — securely, in real time.

  • One MCP connector. Works across all AI agents
  • Connect products, client portfolios and live transactions
  • Permissioned and fully auditable
03
AI Screener

The AI engine that finds any product.

Ask in plain language and AI Screener reasons across asset types finding, comparing and explaining any instrument, with logic you can audit

  • Predictive and AI-assisted search, working together
  • Reasoned, auditable and controlled AI
  • Across every asset class
WHY FINERATIVE

The team that ships AI into regulated finance.

Live in production for top-tier institutions, compliant by design, and working hand in hand with the regulators shaping AI in finance.

Trusted by your clients

We deploy AI in production for top-tier financial institutions worldwide — not pilots, but live systems serving real customers every day.

Santander Banco Sabadell Andbank Private Bankers MyInvestor Abanca Porvenir Pinvest

Built for regulation

Our platform is fully compliant with MiFID II, the EU AI Act and DORA, with full control over data privacy and audit at every layer.

MiFID II
EU Artificial Intelligence Act
DORA

Close to regulators

Finerative collaborates with regulators on their innovation sandboxes — learning and informing best practices for deploying generative AI in production.

CNMV — Comisión Nacional del Mercado de Valores
Financial Conduct Authority

Built for the standards finance runs on.

01

Finance-grade

Models and workflows shaped around portfolios, suitability and the realities of regulated advice — not generic chat bolted onto a spreadsheet.

02

Agent-native

Open by design. Through Wealth MCP, your data and actions plug into any AI agent your clients and teams already trust.

03

Trust by design

Every answer is grounded, permissioned and auditable. Guardrails and traceability are part of the core, not an afterthought.

Bring generative AI to your firm.

See how GPTadvisor, Wealth MCP and AI Screener work together on the Finerative AI Platform — built for wealth and asset management.