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Grow your AUM.
Not the drudge work.

AI agents configured to your firm's rules that handle onboarding, billing, operations, and compliance.

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✓ SOC 2 Type II
✓ Configured to your rules
✓ Live in 15 days
The Problem

Your CRM says one thing. Your custodian says another.

Every quarter, someone manually cross-checks every account across systems. You've added tools. You've added people. The work hasn't gone down.

Without PitCrew: 5 systems, 5 different answers. With PitCrew: Outcomes, not outputs.
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The Platform

Built for financial services

An AI agent platform that connects to your existing systems, runs workflows to your firm's rules, and produces a complete evidence trail for every action.

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Agent Engine
Deploy AI agents that run specific workflows end-to-end. Each agent connects to your systems, applies your rules, and surfaces exceptions for review.
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40+ Integrations
Schwab, Fidelity, Pershing, Orion, Salesforce, Tamarac, and more. API-based connections to your CRM, custodian, portfolio, and accounting systems.
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Decision Intelligence
Agents don't guess. They reference your firm's policies, fee schedules, compliance thresholds, and approval logic before every decision. Same answer every time, grounded on your rules.
Pre-built skills
syncReconcile Data fact_checkReview Documents outputExtract Data paidValidate Fees person_addOnboard Entities summarizeGenerate Reports monitoringMonitor Drift forumRespond to Inquiries

Need something specific? Our team builds custom agents for your firm's unique workflows during the engagement.

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Forward Deployed Experts

We don't hand you a login. We embed with your team.

A Forward Deployed Expert from PitCrew works alongside your operations team to configure, calibrate, and deploy AI agents to your firm's exact specifications. You get a platform and a person.

The Platform
AI agents configured to your firm's policies, thresholds, and approval paths. Connected to your systems. Complete evidence trail for every run.
Your Forward Deployed Expert
Maps your workflows, connects your systems, configures agents to your rules, calibrates against your historical decisions, and gets you to production in 15 working days.
15
Working days to live
0
Data retention
SOC 2
Type II certified

Built by operators from LegalZoom, Intuit, and Atlassian

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Built for your role

One platform. Every role covered.

COO / Operations
Every exception tracked. Every deadline owned.
Onboarding, reconciliation, and reporting workflows run automatically. Your team handles exceptions, not data entry.
CFO / Finance
Every fee validated. Every dollar accounted for.
Fee schedules checked at full population. Billing discrepancies caught before clients do.
CCO / Compliance
Catch risks before the audit, not during it.
Every agent run produces an evidence trail. ADV reviews, IPS checks, and regulatory filings tracked end-to-end.
CIO / Technology
One platform. Not six vendors and a spreadsheet.
40+ system connectors. SOC 2 Type II. No custom code to maintain. No migration required.

Tell us what's eating your team's time

Describe your biggest workflow challenge. We'll show you how we'd approach it.

We'd like to understand your specific setup. Enter your details and we'll reach out.

Thanks! We'll be in touch shortly.

Common questions

How long until we're live?
15 working days from kickoff. We embed with your team, configure agents to your rules, calibrate against your data, and go live. Clock pauses when waiting on your team.
Do we need to replace our existing systems?
No. PitCrew connects to your existing stack via API. Schwab, Fidelity, Pershing, Orion, Salesforce, Tamarac, and 40+ others. No rip-and-replace.
What happens after the engagement?
You keep the fully configured platform with all agents running in production. Build new workflows, extend existing ones, or bring us back for the next one.
Is our data secure?
SOC 2 Type II certified. Three-tier AWS network isolation, KMS encryption at rest, TLS 1.2+ in transit. Multi-AZ deployment. Your data never leaves your environment.
What is PitCrew?
PitCrew is an agentic AI platform and team purpose-built for financial services. It ships with pre-built Skills for data reconciliation, document review, fee validation, client onboarding, reporting, drift detection, and inquiry response. Every Skill run produces a complete, exportable evidence trail.
What types of firms use PitCrew?
PitCrew is built for wealth management firms (RIAs and broker-dealers), family offices, RIA aggregators, fund administrators, asset managers, private equity and private credit firms, venture capital firms, and pension funds and endowments.
Will PitCrew train on my firm's data?
No. PitCrew does not use your data for model training. Your data is used only to run the Skills you configure. Zero data retention after processing is complete.
How is PitCrew different from general AI tools?
General AI tools require your team to build and maintain every workflow from scratch. PitCrew ships with pre-built Skills grounded in financial services regulations and operational patterns. Every Skill run produces an evidence trail. You get a platform and a team, not just software.
01
Zero rip-and-replace.
Works with your existing systems of record. No migration, no disruption.
02
100% coverage, not spot checks.
Every account checked every cycle. Not a sample. Not a review cadence.
03
We deploy. You approve.
Your Forward Deployed Expert handles the build. Your team handles the exceptions.