AI agents with governance built in
We are building the AI agent suite wealth and asset management runs on
Governed, audit-ready, and deployed in your jurisdiction. None of it is finished. We are looking for a small number of design partners to build it with us, and to decide together what gets built first.
What is a design partner?
A small number of wealth and asset management firms who help build the product, rather than buy a finished one. It is a trade, and both sides give something real.
What you get
- Early access as each agent becomes usable
- Direct input into what gets built next, and how
- Pricing locked in ahead of general availability
- A genuine seat at the table, not a feedback form
What we ask for
- Real usage on real work, not a sandbox trial
- Honest feedback, including when something does not work
- Eventually, permission to reference the work publicly
What we are building
Four agents for the work wealth and asset management firms actually do. Every one of them is in development. Design partners decide which of these we build first, and what it has to do to be worth using.
Audit Readiness Agent
In developmentContinuous control evidence. Instead of assembling proof at audit time, the agent collects and timestamps control evidence as work happens, so an audit becomes a query rather than a project.
Internal Research Assistant
In developmentA knowledge assistant over your own documents, with retrieval that cites its sources and a record of every question asked and answer given. Built so a compliance officer can reconstruct any output.
Regulatory Change Agent
In developmentRule changes, tied to the things they actually affect. Rather than another feed of regulatory news, each change is mapped to the specific policies, controls and processes it touches, so assessing impact starts from a traceable link rather than a blank page.
Advisor Copilot
In developmentPreparation and follow-up for client-facing advisers. Meeting briefs drawn from the records you already hold, summaries written back to the client file, and every suggestion traceable to the source it came from, so nothing reaches a client that cannot be checked.
Data sovereignty, wherever you operate.
Deployed in your jurisdiction — never a shared US hyperscaler by default.
Governance and audit trails are part of the architecture, not a layer added once something goes wrong.
Build it with us
We are taking on a small number of design partners. If your firm is too regulated for consumer AI tools and too small for a dedicated AI team, that is exactly who this is for.
Or write to ravi.agarwal@rhombikai.com.