Production RAG, agents, MCP, and ML features for B2B fintech SaaS companies. Specialists, not generalists — we do this, and nothing else.
Four service lines. We don't do anything else publicly. Each is priced as a fixed-scope engagement, not hourly — so you know the cost before you commit.
Your customers' compliance, ops, and analyst teams are drowning in PDFs, statements, contracts, and regulatory filings. Generic chunking strategies fail on the documents that actually matter — and silent retrieval errors are worse than no AI at all.
Multi-step workflows — reconciliation, exception handling, KYC ops, onboarding — eat your team's hours and don't scale with revenue. Off-the-shelf agents hallucinate on numbers and skip steps your auditors care about.
'Add AI' is on the roadmap. Your CTO knows the gap between demo and production is where most AI features die — and that gap is bigger in fintech than anywhere else, because the cost of being wrong is regulatory.
Rules-based systems miss fraud you're paying for, or reject customers you should approve. Your risk team and your auditors both need answers your current stack can't give — and a model with no explainability is a model your compliance officer won't sign off on.
The three places fintech AI projects die — and what we build instead. Drawn from production code we've shipped, not slides we've drawn.
The pattern we see most: feature ships in four weeks, then compliance review starts and the next six weeks are spent retrofitting audit trails, role-based access on retrieval, and data residency boundaries. We design for the compliance reviewer before the first line of code — SOC 2 boundaries, audit-grade logging, RBAC at the retrieval layer. When your reviewer joins the call in week four, there's nothing for them to block.
The demo with three sample PDFs worked beautifully. Then real customer data hit the pipeline and the retrieval failure rate jumped to 30%. We build retrieval evals, golden-set tests, and regression suites *before* the demo — so the failure rate on real production traffic is a number you know, not a number you discover after the rollback. If the eval says it's not ready, we say it's not ready.
Hiring senior AI engineers with fintech production experience takes four months and competes with FAANG comp bands. Every engineer on our team has shipped production AI in fintech before — RAG over financial documents, transaction reconciliation agents, ML pipelines for fraud. We slot in for the role you can't fill, on the timeline your roadmap actually has. When the engagement ends, your team has the system, the docs, and the evals — not a lock-in.
Tradevo is our production trading infrastructure platform — same compliance pressure, same eval rigor, same shipping deadlines as our clients. Running our own product is how we know which fintech AI patterns survive contact with reality, and which ones look great in a demo and break in production.
See it live at tradevo.aiFintech AI engagements. Some named with permission, some anonymized for confidentiality — all shipped to production with paying users on the other end.
Why a fintech-only AI team beats a generalist agency for the work you're trying to do — and why focus is the strategy, not a limitation.
Most agencies do AI for whoever's buying — healthcare one quarter, e-commerce the next, fintech when the deal closes. The engineers learning your industry are doing it on your dime, and the lessons leave the company when they do.
We only do fintech AI. That means we already know the compliance constraints, the audit-trail requirements, the latency budgets, and the integration patterns your industry actually runs on. You're not paying us to learn fintech on your project.
If you want a team that says yes to everything, we're the wrong choice. If you want a team that says no to non-fintech work because we'd be worse at it than someone who specializes — that's us.
A live production trading infrastructure platform. We ship fintech AI in our own product, not just in slide decks.
100% JSS, 5.0 ★ across every engagement. Verified through Upwork's public track record — every project shipped, every client paid. Senior-only delivery, no handoffs between sales and engineering.
Fintech AI is all we publicly do. We turn down non-fintech work because we'd be worse at it than someone who specializes — same reason you wouldn't hire us for it.
First call is 30 minutes. No slide deck, no sales script. We'll either tell you we can build it, tell you we can't, or tell you it's not worth building — sometimes the most useful answer is the third one.