Common APIs for Wealth Management
Reusable AI skills, prompts, and workflow templates for lean family offices, RIAs, and wealth operators. Read-only, human-in-the-loop, non-advisory.
22,000-word open-source manifesto on AI-native personal finance in India. 10 chapters, 5 product specs, full system architecture.
Human-supervised AI workflow transforming financial documents into an advisor-approved financial plan.
eMoney Holdings Entry Assistant: human-gated CSV-to-eMoney data entry that cut a 1-2 hour manual task to 3-5 minutes
Public documentation for the NeuFin Behavioral Signals MCP server — read-only behavioral intelligence for advisor AI agents
Public GitHub profile for Future Edge Group, the company behind iPulse.
Architecture notes on provider-aware financial data, advisor workflows, and trusted wealthtech AI.
SigFig is a San Francisco-based wealth management technology (fintech) company. It operates two lines: "Tandems," an enterprise platform that helps financial institutions deliver intelligent, personalized financial advice, and "SigFig Wealth Management," a consumer robo-advisory service that builds and manages tax-efficient, diversified investment…
Anthemis Group is a London-based venture capital and asset management firm founded in 2010 by Amy Nauiokas (Group CEO) and Sean Park (Group CIO), both former capital-markets executives.
Novus (operating as SEI Novus) is a portfolio intelligence and investment analytics platform for institutional investors — endowments, foundations, sovereign wealth funds, family offices, pension funds, and asset managers.
React and TypeScript web application for searching APRA YFYS superannuation performance test results. Powered by the Member-Performance-Data-Extraction pipeline
Personal GitHub profile of Sam Sur — founder and systems architect sharing public architecture, frameworks, and design work across Taurion, Palatino Wealth, and CodeData.
Skience, a product of The Athene Group, is a wealth management technology company that delivers a Salesforce-based platform for firms undergoing digital transformation. Its platform serves broker-dealers, registered investment advisors (RIAs), and enterprise wealth management organizations with digital client and advisor onboarding, automated…
Leadership notes on trusted financial AI, platform strategy, and governed agentic systems.
Vennre is a Sharia-compliant private-market investing platform built for HENRYs (High Earners, Not Rich Yet). It curates and vets institutional-grade opportunities across real estate, private equity, venture capital and private credit from leading global managers, lowering entry thresholds so members can start building wealth from as little as…
This repository outlines the high-level and component-level architecture for Taurion, an Agentic platform for private markets.
Browser-local advisor canvas for building, editing, and presenting one-page client money maps.
Open-source multi-asset trading platform demonstrating product discovery, portfolio management, execution, reconciliation, risk governance and decision explainability.
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