Autonomy Finance
AI-augmented financial intelligence for advisors and clients
Autonomy Finance is a B2B and B2C AI-powered financial SaaS company building intelligent agents for financial advisors and high-net-worth clients. As co-founder and Head of AI & Product, I owned the product vision and agentic AI architecture from concept to alpha, helping raise a $1.5M pre-seed round backed by a Tier-1 VC in New York and shaping pilots with 5 financial advisory firms.
Financial advisors are expected to serve more clients personally while keeping up with portfolios, market shifts, regulatory changes, planning needs, and life events. Most tools create more dashboards and paperwork instead of surfacing the next best action.
A multi-agent financial intelligence platform that monitors client data, portfolios, markets, and planning events 24/7. Agents power advisor workflows such as Pulse, AI Paraplanner, and Communications, helping teams prepare faster, prioritize client outreach, and deliver more personalized advice at scale.