Generative AI for wealth management

Finerative builds the generative-AI layer for wealth and asset management — the agents, MCP connectors and capabilities that turn financial data into decisions.

In production for leading financial institutions
Santander Banco Sabadell Andbank Private Bankers MyInvestor Abanca Porvenir Pinvest
There is a new language in wealth management. 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.

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
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

One platform behind our products

The Finerative AI Platform fuses deep wealth-management infrastructure with frontier AI — one governed engine, fluent in markets and in language, that powers every surface.

Wealth management

The domain layer — decades of portfolio, product and regulatory craft, wired straight into your systems.

EnginesDatabasesConnectorsRegulation & compliance
+

Frontier AI

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

ModelsRAGMCPCLILoopsGuardrailsEvalsLogsControls
The platform
Finerative AI Platform

One platform where the wealth stack and the AI stack become a single, governed engine — grounded in your data, permissioned and auditable by design.

GPTadvisor Wealth MCP AI Screener
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.

FORWARD DEPLOYED ENGINEERING

Have a problem worth solving?

Our forward deployed engineers embed with your team to turn it into a production-ready solution on the Finerative Platform — pairing deep finance and AI expertise with your own domain knowledge.

We ship to production with

Microsoft AzureMicrosoft Azure
Claude — Partner Network

These partnerships make us fast and reliable — production-grade infrastructure and frontier models, ready from day one.

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.