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"Partners like PitCrew matter so much to us" — AWS Case Study →

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
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.
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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 AUM 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.

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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.
01
Catalog
Days 1-2
Map your recurring workflows. Identify which ones are automation-ready. Prioritize by time saved and frequency.
02
Configure
Days 3-7
Connect your systems of record. Define your rules: approval paths, thresholds, exceptions. Build agents to your firm's exact spec.
03
Calibrate
Days 8-12
Run agents against your real data. Compare outputs to your team's judgment. Tune until we hit 85-95% agreement rate.
04
Operate
Days 13-15
Go live in production. Monitor runs. Your team reviews and approves. Evidence trail runs automatically from day one.
After go-live
You keep the fully configured platform with all agents in production. Build new workflows with the agent builder, extend existing ones, or bring us back for the next initiative. Monthly operations reviews track performance, flag edge cases, and identify expansion opportunities.
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 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 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.