1300 El Camino Real Suite 100, Menlo Park, CA 94025, United States
The Only AI Platform Built by Compliance, Cyber, and Data Experts for SEC, FINRA and State-Regulated Firms
Why us? AI you can trust, Experts who’ve been there
Real regulatory and data experience embedded in every feature.
Explainable AI
Every Alert, Recommendation, and Risk Score is traceable back to logic and policy –no black boxes
Modular, not monolithic
Start with one module. Add more when you need. No bloat. No lock-in.
Transparent workflows
Know why something triggered, how to act and where it maps to real rules
Own your data. Your platform
Open integrations and centralized reporting so you’re never held hostage.
Accountable intelligence
Built-in audit trails and compliance logic make our AI not just smart – but exam ready
Deep services experience
Our AI is supercharging a team with 100+ years of experience.
Audits & Attestations Cybersecurity & Vendor Due-diligence Policies & Procedure Management Code of Ethics & Trade Oversight Marketing & E-comms Surveillance Data Integration & Compliance Data Lake Compliance Calendar Regulatory AI Co-pilot Compliance Risk Reporting ...