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NEW PitCrew is now available on AWS Marketplace →

Grow your business.
Not the drudge work.

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

Book a diagnostic call →
✓ SOC 2 Type II
✓ Configured to your rules
✓ Evidence on every run
Five Steps to Governed AI Five Steps to Governed AI Free e-book. Five steps to production AI in financial services. Read →
Connects to
Charles Schwab Slack Fidelity Gmail Orion SharePoint Redtail Excel Envestnet Google Drive Salesforce BNY Pershing AWS Charles Schwab Slack Fidelity Gmail Orion SharePoint Redtail Excel Envestnet Google Drive Salesforce BNY Pershing AWS
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. With PitCrew: Outcomes, not outputs.
What the industry is saying See all reactions →
"I haven't seen anybody that's got this down."
Chris — First Clearing
"I'm sorry, no one's thought of this yet."
Ken — Altruist
"PitCrew did an incredible job translating regulatory language into Automated Reasoning policies."
Stefano Buliani — Product Manager, AWS
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.

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.
40+ Integrations
Schwab, Fidelity, Pershing, Orion, Salesforce, Tamarac, and more. API-based connections to your CRM, custodian, portfolio, and accounting systems.
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
Reconcile DataMatch records across custodian, CRM, and portfolio systems Review DocumentsCheck documents against SEC compliance policies Extract DataPull structured data from PDFs, statements, and forms Validate FeesReconcile fee billing against schedules and contracts Onboard EntitiesAutomate client and investor onboarding workflows Generate ReportsProduce compliance reports and regulatory filings Monitor DriftDetect portfolio drift and data inconsistencies Respond to InquiriesAssemble response packages for auditors and regulators

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

Two ways to get live

Build it yourself, or build it with us

Factory is the platform. A Forward Deployed Expert is how it gets configured to your firm. Both paths follow the same discipline.

Self-serve
Build it yourself
Open Factory, describe the workflow, and watch it become a verified agent. Spec templates, 40+ integrations, testing scenarios, and output verification are built in.
✓Spec Builder turns a sentence into a signed spec
✓Grounded in your systems, not guessing
✓Every output verified by AWS Automated Reasoning
✓Start from 60+ pre-built agents or build new
YOUR PACE / YOUR SCHEDULE
Go to Factory →
Most firms start here
Build it with us
A Forward Deployed Expert embeds with your team. They map your workflows, connect your systems, configure agents to your rules, and get you to production.
✓Catalog your workflows (Days 1-2)
✓Configure and connect systems (Days 3-7)
✓Calibrate against your real data (Days 8-12)
✓Go live in production (Days 13-15)
LIVE IN 15 WORKING DAYS
See how we deploy →
60+
Pre-built agents
40+
Integrations
0
Data retention
SOC 2
Type II certified

Built by operators from LegalZoom, Intuit, and Atlassian

Built for regulated environments

Your client data is never stored, shared, or used to train AI

Trust details →
SOC 2 Type II
Independently audited by Assurion Services LLC. Controls verified over a 6-month period — not a point-in-time snapshot.
Zero data retention
Your data is processed in memory and never stored after the workflow completes. Not used to train AI models. Ever.
AES-256 encryption
Encrypted at rest via AWS KMS. TLS 1.2+ in transit. Multi-AZ deployment with automatic failover.
Human in the loop
Agents prepare the work. Your team approves it. No action is taken on your systems without a person signing off.
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.
Fast Lane

Type the task you hate.
We'll put it in the fast lane.

Tell us your biggest operational bottleneck. See exactly how PitCrew would automate it.

Show me how to fix it →

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 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.
Why should I use PitCrew instead of a foundational model?
Frontier models operate from training data. They have no access to your systems, no knowledge of your firm's policies, and produce no audit trail. PitCrew runs on your actual data, enforces your rules, and documents every decision.
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.
What's included after deployment?
Your subscription covers bug fixes, threshold and rule adjustments, report format changes, approval step changes, failed batch re-runs, proactive monitoring, and platform upgrades. New workflows and new system integrations are separate engagements.
What does our team manage day-to-day?
Your team runs workflows, views run history, downloads reports and evidence packs, and uses Ask Kitt to query results. Changes to business rules, data sources, output formats, or system connections go through us.
How do we reach support?
Email support@gopitcrew.com. US business hours, Monday through Friday.