We Manage it For You
Get output without running the engineering operation. Bring us your roadmap and we take it from there: we operate the agents, ship the releases, and own everything after launch.
Fintech and wealth technology
So, you're finally building with AI.
Every advisory firm, bank and fintech platform has an AI initiative and a compliance question sitting on top of it. Far fewer have something in production that an advisor or an end customer actually uses. That gap is the whole job.
We deploy AI agents to either build custom software for you (20% human, 80% agentic) or fix bottlenecks in your engineering pipeline slowing down the team.
Two Ways to Run Our AI Agents
Your AI agents cover the whole build and keep it running: specs, code, review, QA, infrastructure, maintenance. Choose to have our senior engineers operate the factory, or run it in-house with our setup and support behind you.
Run the Agents yourself, with our support
The DIY option. We customize the agents, plug them into your existing engineering operation, and you run it.
Tell us what you're trying to build.
Most conversations in this space start in one of these places. Find the row that sounds like your week — that's the conversation we want to have.
- O-1
Onboarding and KYC
New accounts move at the speed of document chasing, and the same client data gets keyed into four systems.
- R-1
Reporting and reconciliation
Client and board reporting assembled by hand each cycle, with breaks found late and explained slowly.
- P-1
Portfolio analytics and risk
Scenario and exposure analysis takes an analyst days, so it happens quarterly instead of when the market moves.
- A-1
Advisor productivity
Meeting prep, notes, follow-ups and CRM hygiene eat the hours that were supposed to go to clients.
- C-1
Compliance and surveillance
Reviews sampled by hand, archives searched by keyword, and audit prep consumes a quarter.
- F-1
Fraud and credit decisioning
Rules written years ago, tuned rarely, and every false positive costs a customer relationship.
- D-1
Data plumbing
Custodial feeds, market data and the CRM never quite agree, so someone reconciles before anyone can trust a number.
- T-1
Product roadmap
Features your customers keep asking for sit behind an engineering queue you can't hire your way out of.
- T-2
Customer integrations
Every new custodian, core or clearing firm means another integration built from scratch by your senior people.
The shaded rows are the ones we hear from software teams; the rest come from operators. Plenty of firms are both. Not on the list? Bring it anyway — the first call is scoping, not selling.
We build on the stack you already run.
No rip and replace. We connect to what your advisors and operations teams already open. If you're the one building the platform, this is the list your customers ask you to integrate with.
- Schwab Advisor Services Custodian
- Fidelity Institutional Custodian
- Pershing and Altruist Custody and clearing
- Orion and Addepar Portfolio accounting
- Black Diamond Reporting
- Salesforce FSC and Redtail CRM
- eMoney and MoneyGuidePro Planning
- Plaid and MX Account aggregation
- FIS, Fiserv, Jack Henry Core banking
- Bloomberg and FactSet Market data
- Snowflake and Power BI Warehouse and BI
- Smarsh and Global Relay Archiving and surveillance
Also: legacy portfolio accounting systems, custodial flat files, and the reconciliation workbook the whole month-end depends on.
The regulatory questions, answered first.
Every conversation in this space reaches these four inside twenty minutes, whether you're the firm or the vendor. Here's where we stand before you ask.
Client data stays in your environment
We build inside your cloud tenancy and your controls. Customer and account data does not move somewhere you don't own.
Your data is not training data
Nothing from your environment trains a shared model or improves something sold to anyone else, including a competitor.
Built for the audit, not around it
Logging, retention and reviewable decision trails designed in from the first sprint, because they get asked for eventually.
Compliance is in the room early
Your CCO sees the design before the build, not a finished system at the last gate.
We've built in this space before.
Not a services firm learning your industry on your budget. DevHawk was founded by the team behind HiddenLevers.
Bootstrapped, not burned through
HiddenLevers was built without venture funding and grown to serve advisory firms across the industry.
Acquired by Orion Advisor Solutions
The platform now sits inside one of the largest technology providers in wealth management.
Risk analytics at advisor scale
Scenario modeling and portfolio stress testing used by thousands of advisors on live client books.
What changed, in plain terms.
The technology stopped being the constraint about eighteen months ago. Ownership is the constraint now.
How it used to work
- Custodial data, the CRM, the planning tool and the accounting system never quite agree
- Client and board reporting assembled by hand every cycle
- Scenario and exposure analysis that takes long enough to be stale on arrival
- Connector work quoted in quarters, with each new custodian starting from zero
- Pilots that stall at the compliance review because nobody scoped it in
How it works now
- One layer reading across custodians and systems without moving your book of record
- Reporting and reconciliation that rebuild overnight instead of being assembled
- Risk and scenario analysis available the day the market moves, not the quarter after
- Integration work measured against your release cycle, not a procurement cycle
- Compliance in the room from the first scoping call, not the last gate
Want the full picture on DevHawk?
How we work, who's on the bench, the industries we build in and everything we've shipped. Start at the top.
Or just book the call.
Thirty minutes with Zahra. Bring a problem from the list above and you'll leave with a scope and an honest read on whether it's worth building.