— / Financial Services · RichardsonTexas
Compliance-grade AI for advisors, lenders, and funds.
We build lead-gen, intake, and internal assistant systems for RIAs, mortgage shops, and private credit — with audit trails, access control, and the paper trail compliance expects. Built for operators in Richardson.
— The reality
- ●Lead forms that take three calls to qualify
- ●Advisors buried in client notes and policy lookups
- ●Internal knowledge locked in senior heads
- ●Tools that either ignore compliance or suffocate production
— After we ship
- ●AI intake that qualifies before the first human call
- ●Private AI assistants over your policy and client data
- ●Full audit trail on every model interaction
- ●Production ops faster, compliance posture stronger
— Local context · Richardson
A Texas city of 119,469. Mid-market operators in construction, healthcare, real estate, and hospitality. Served remote from St. Louis with scheduled on-site visits.
Population
119,469
Time zone
Chicago
Country
United States
We've shipped financial services systems for operators in markets like Richardson. Engagements in Richardson run remote with a weekly async report, bi-weekly call, and on-site time when the build calls for it. We work in your time zone (Chicago) and ship to the same production bar whether you're in Richardson or St. Louis.