Custom AI & technology for financial advisors
We build custom AI and software that fits how your firm actually works — around the custodians, CRMs, and tools you already use. No two practices are the same, so nothing we build is off the shelf.
Who you'll be working with
You'll work directly with the founders. Here's why we're the right people to build for your practice.
David comes from two generations of wealth managers. His dad and brother are both financial advisors, so he understands the day-to-day of running a practice in real detail. He's spent the last ten years as a software and AI engineer, most recently leading a team building production AI agents and researching what makes enterprise AI reliable: secure handling of sensitive customer data, agent memory, and reasoning over large datasets.
Kevin grew up in Germany and moved to San Francisco about ten years ago to build alongside the best in tech. He's spent the last decade inside SF- and NYC-based financial-services startups, leading teams at API companies and mobile banks, so he knows firsthand what it takes to build software in a regulated industry, on top of highly sensitive financial data. Most recently he led cross-functional teams to run multiple products at OnePay, the Walmart-backed neobank, before leaving to build his own business and teaming back up with David on Tendrill.
What we've built
A sample of the tools and integrations built for advisors is listed below. Take a look at our public products as well. What can we build for you?
How the partnership works
We're your dedicated AI and engineering team.
A 30-minute strategy call
Grab time with both founders. We'll walk through your stack, find where your time actually goes, and leave you with one concrete first build to start with, whether or not we end up working together.
We start building
We get to work right away, around the tools and custodians you already use. We typically have a first prototype in your hands within a week, so you get an early read on whether it's moving the needle.
We keep going, every week
Once a week (sometimes more frequently) we meet to discuss progress and new ideas, shaping your solution into specifically what you need.
Let's build something for your practice
Grab a 30-minute strategy call with both founders. We'll talk through your stack and what we'd build for you first.
FAQ
What does it cost?+
We'll talk through pricing on our first call, once we know what we'd build for you. No setup fees, no hourly billing, ever.
What if it's not working for me?+
You'll know fast. We typically get a first prototype in your hands within a week, so you can tell early whether it's moving the needle. If it isn't the right fit for your practice, and we part within the first month, we refund any fees paid to date.
How quickly will I see something?+
Fast. We typically get a first prototype in your hands within a week, so you get an early sense of whether it's working, rather than a months-long wait before anything ships.
What can you actually build?+
Almost anything that touches your stack: custodian and CRM integrations, client portals, portfolio monitoring, meeting-prep briefs, billing automation, and market-news alerts. If your practice runs on software, we can usually build it or connect to it.
What happens if I want to stop?+
You can bow out anytime, and your data is yours. If you decide to move on, we'll hand back everything we hold for you in a usable format, help you migrate it wherever you need, and delete our copies on request.
Do you need my client data to get started?+
No. We scope the first build together and only connect real data when you're ready. Here's how we handle and protect data.
How much of my time does this take?+
One call a week, plus a direct line to us whenever you need it. The building, the integrations, and the iterating are all handled by us.
Who actually does the work?+
The founders. You work directly with David on engineering and Kevin on product, never a support queue or an offshore team.