Institutional AI · Financial Services
Institutional AI for the firms that move markets.
We've spent 20+ years inside hedge funds, banks, and financial infrastructure firms. We know where the friction lives — and we build AI that eliminates it.
Where We've Been
We've been inside the firms you run.
Our team has operated inside institutional trading desks, compliance functions, quant research teams, and operations at firms across the buy-side and sell-side. That's not a selling point. It's why we know what to build.
Coverage
What We Build
Production-grade AI for institutional finance.
Not proof-of-concepts. Not demos. Systems that run in production — with audit trails, human-in-loop controls, and the compliance architecture institutional clients require.
Every system includes
TAE Signals
LiveAutomated quant and trading intelligence.
Real-time market signal generation, algo strategy execution, and market data pipelines. Built by quant practitioners, running in production.
Quant funds · Systematic hedge funds · Prop desks
FinAgent
Agentic AI pods for institutional workflows.
Planner → Researcher → Executor → Auditor architecture on AWS Bedrock. Human-in-loop via return-of-control. Full reasoning traces for compliance and audit.
COOs · CROs · CCOs at mid/large funds
FinQuery
Natural language to SQL for financial data.
Query positions, P&L, risk exposures, and trade history in plain English. Built on production NLP-to-SQL with EDGAR/XBRL taxonomy expertise.
Portfolio managers · Analysts · Risk teams
RegGuard
AI-powered compliance automation.
Form PF data assembly, communications surveillance triage, DDQ response automation, and regulatory change monitoring.
CCOs · Outsourced compliance firms · COOs
FlowDesk
OMS/EMS implementation and AI automation.
FlexTrade and Charles River deployments. Prime broker connectivity. The OMS/EMS swivel-chair problem solved — with intelligent routing and TCA on top.
Heads of Trading · COOs at mid/large funds
How We Engage
Consulting first. Product when it fits.
Every engagement starts with a scoped pilot — real deliverable, real deadline, real fee. We don't do free POCs. We've done this work before; we know how to scope it tightly and ship.
Engagement model
AI Agent Design & Deployment
End-to-end agentic pod build on AWS Bedrock. Human-in-loop controls, audit trails, compliance architecture included.
Target: COO / CTO
OMS Implementation
FlexTrade or Charles River deployment, prime broker connectivity, EMS integration. Migration consulting for Enfusion and Eze transitions.
Target: Head of Trading / COO
Data Intelligence Build
NLP-to-SQL pipeline, EDGAR/market data integration, financial data lake architecture. Ask your data in plain English.
Target: CTO / Head of Data
Compliance Automation
Form PF data assembly (Oct 2026 deadline), DDQ automation, communications surveillance triage, regulatory change monitoring.
Target: CCO
Operations Automation
Reconciliation break classification, corporate action processing, shadow NAV automation. The daily grind, eliminated.
Target: COO / CFO
IR Workflow
DDQ response system, investor letter drafting, CRM relationship intelligence. 20–40 hours per DDQ reduced to 2–4.
Target: Head of IR
Why Us
Veterans. Not vendors.
PRACTITIONER-BUILT
We've sat at these desks.
We've run OMS implementations. Sat in compliance reviews. Debugged reconciliation breaks at 7am before market open. The AI we build reflects that — it solves the right problem, not the obvious one.
SHIPS TO PRODUCTION
Not decks. Working systems.
TAE Signals is live. The NLP-to-SQL pipeline we built at OTC Markets processes real financial data. We have a bias for working systems over impressive presentations.
SCALED CAPACITY
30+ engineers behind every engagement.
We have data engineers, AI/ML specialists, trading systems developers, and cloud infrastructure architects ready to execute — not just advise.
Team
Built by operators.
We didn't study institutional finance. We worked in it — across trading desks, compliance functions, quant teams, and operations at firms that collectively manage trillions in assets.
40+
Years Combined
12+
Institutions
30+
Engineers
Aman Grover
Co-founder
Experience across OTC Markets, Sapient, ION, Open Link, and Triple Point Technology. Built production MLops, NLP-to-SQL pipelines, and agentic AI systems for financial data at scale.
Co-founder: Brandspeak.ai · TradeAiEdge
Anu Grover
Co-founder
OMS implementation lead at Hudson Bay Capital and T. Rowe Price. Algorithmic trading background at Société Générale. Experience across StoneX, Open Link, Quest Partners, and Morgan Stanley. Deep hands-on experience deploying and operating institutional trading infrastructure across buy-side and sell-side environments.
Co-founder: TradeAiEdge
Common Questions
What funds ask us.
Questions we hear from COOs, CCOs, and Heads of Trading evaluating AI for their firms.
Contact
We work with a small number of clients at a time.
If you're evaluating AI for your fund, operations team, or compliance function — and you want to talk to people who've done this work before — reach out. No pitch deck. Just a conversation.
What to expect
No pitch deck
We talk to understand your problem first. If we can't help, we say so.
Scoped proposal in days
Not weeks. We've scoped and priced these engagements before — the process is fast.
Real deliverables from day one
Every engagement starts with a pilot that has a concrete, measurable output.