We've built AI ops across Wall Street, mega-banks, big tech, defense, and Silicon Valley. Now we do it for your firm.
After years building AI and data systems across Wall Street hedge funds, international mega-banks, big tech platforms, defense + intelligence systems, and Silicon Valley data-AI startups, we saw a pattern that nobody outside the industry talks about: finance firms ARE adopting AI — they're just doing it badly.
Every CFO knows their analyst team is using ChatGPT personal accounts. Every CCO knows model risk is going to be a fight. Every CTO knows the firm's token bill is bloated. Every founder knows AI "adoption" is being measured by per-seat licenses instead of operational lift.
ClearPath AI exists to fix that — for finance, by people who built it for finance.
We install per-employee AI stacks, token discipline, context engineering, and multi-agent workflows for finance firms. We cover every sub-segment — RIAs, hedge funds, asset managers, IB, PE/VC, banks, family offices — but each engagement is specialized to your firm's actual workflows. Every system ships with audit logging, compliance-safe architecture, and a money-back guarantee on Tiers 1-3. Most builds ship in 14 days.
Where we've built AI + data systems
What We Believe
These aren't just words on a wall. They're the principles we use to make every decision.
Free value first
Five working demos before you spend a dollar. The Free AI Audit, the Visibility Audit, the Token Burn Audit, the Stack Builder, the Workflow Designer. Take any output to a competitor and they can't replicate it.
No AI buzzwords
We don't pitch 'AI transformation.' We name concrete tools, concrete artifacts, concrete dollar recovery. If a recommendation doesn't have a number attached, we don't ship it.
Compliance-safe by default
Every system ships with audit logging, role-based permissions, data residency, and model risk approval workflow. Your CCO approves the architecture once — workflows inherit the approval.
Ship in 14 days, not 14 months
Tiers 1-3 ship in 14 days, fixed price, money-back guarantee. We don't sell strategy decks. We ship working AI tools your team uses on day 15.
Transparent pricing on the website
$500 to $75K+ across our 5 tiers — every range is on /pricing. No 'let's get on a call to discuss pricing.' We respect your time.
We stay on to maintain the system
AI tools rot if nobody maintains them. We offer monthly retainers ($1K-$3K) to monitor, optimize, and evolve your systems as Claude + the market improve. Not required, but most firms keep us around.
Founder
Built by the person who shipped it inside finance.
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[FOUNDER NAME]
Founder · ClearPath AI
I built AI and data infrastructure across Wall Street hedge funds, international mega-banks, big tech platforms, defense + intelligence systems, and Silicon Valley startups between [YEAR] and [YEAR]. The same systems I shipped to billion-dollar firms — per-employee AI stacks, multi-agent workflows, context engineering, compliance-safe deployment — I now install for finance firms that can't justify enterprise consulting prices.
If you'd rather hear it from me directly before any vendor process, just book the call.
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Ready to Work Together?
Book a 20-minute scoping call. We'll talk about your firm's actual workflows and where AI fits — no deck pitch, no high-pressure close.