Go AI Native. Lead the next era of [i]investing[/i]
Win mandates, grow assets, run leaner, and catch risk sooner. Praxent is the AI transformation team for asset managers, retirement and wealth firms, private equity, and the fintechs who serve them.
The investment industry runs on [i]Praxent-built[/i] technology.
The investment industry runs on [i]Praxent-built[/i] technology.
The investment industry runs on [i]Praxent-built[/i] technology.
The investment industry runs on [i]Praxent-built[/i] technology.
The investment industry runs on [i]Praxent-built[/i] technology.
You bought AI. We'll make it [i]pay off[/i].
You bought AI. We'll make it [i]pay off[/i].
You bought AI. We'll make it [i]pay off[/i].
You bought AI. We'll make it [i]pay off[/i].
You bought AI. We'll make it [i]pay off[/i].
Get AI into production
Get AI into production
Get AI into production
Get AI into production
Get AI into production
We take your pilots live and tie each one to a number that your board tracks.
Put your platforms to work
Put your platforms to work
Put your platforms to work
Put your platforms to work
Put your platforms to work
We map the rules buried in your legacy portfolio, recordkeeping, and fund accounting systems first, so you can modernize around them up to 50% faster.
Move faster while staying audit-ready
Move faster while staying audit-ready
Move faster while staying audit-ready
Move faster while staying audit-ready
Move faster while staying audit-ready
Every system ships with governance, audit trails, and controls that your regulators and auditors can follow.
You set the goals. We bring the investing playbook so you reach them.
This is [i]AI-native[/i] investing.
This is [i]AI-native[/i] investing.
This is [i]AI-native[/i] investing.
This is [i]AI-native[/i] investing.
This is [i]AI-native[/i] investing.
With our agents accelerator, you can make any investing process agentic in a matter of weeks.
[i]AI transformation[/i] for your tech, your teams, and your clients.
[i]AI transformation[/i] for your tech, your teams, and your clients.
[i]AI transformation[/i] for your tech, your teams, and your clients.
[i]AI transformation[/i] for your tech, your teams, and your clients.
[i]AI transformation[/i] for your tech, your teams, and your clients.
[i]Modernize[/i] the tech that holds you back.
[i]Modernize[/i] the tech that holds you back.
[i]Modernize[/i] the tech that holds you back.
[i]Modernize[/i] the tech that holds you back.
[i]Modernize[/i] the tech that holds you back.
Get your portfolio, recordkeeping, and fund accounting platforms, data, and apps ready for AI, up to 50% faster and without losing the rules they hold.
Our agentic modernization accelerator maps your platform and extracts your business logic, calculation rules, exceptions, custom code, integrations, and reports so you know exactly how it all works before you change anything.
Build an [i]AI-native[/i] back office.
Build an [i]AI-native[/i] back office.
Build an [i]AI-native[/i] back office.
Build an [i]AI-native[/i] back office.
Build an [i]AI-native[/i] back office.
Give your people AI they use every day, and hand the repetitive work to agents.
Agent POC
Agent POC
Agent POC
Agent POC
Agent POC
We turn one of your workflows into a working agent faster with our agent infrastructure accelerator, testing it on your past cases, with results your board and compliance teams can sign off on.
Make investing [i]personal[/i] for your clients.
Make investing [i]personal[/i] for your clients.
Make investing [i]personal[/i] for your clients.
Make investing [i]personal[/i] for your clients.
Make investing [i]personal[/i] for your clients.
Modern, smart digital experiences that grow assets and lower your cost to serve.
CX Prototype
CX Prototype
CX Prototype
CX Prototype
CX Prototype
We align your stakeholders on one design brief, map the client journey, and design the new experience. You get a prototype you can test before you build.
Meet the
Meet the
Meet the
Meet the
Meet the
AI Natives know portfolio management, fund operations, retirement recordkeeping, investor reporting, and compliance. As Claude-certified experts, they have an inside track on elite AI architecture. They embed with your team and stay until it works.
“On a lending platform the model is rarely the hard part. The hard part is deciding which credit decisions a person still owns, and making that line clear to an examiner.”
“Most core banking code holds twenty years of business rules nobody wrote down. I pull those rules out and turn them into something an agent can follow and an auditor can read.”
“A pilot runs on clean sample data. Production runs on real customer files with missing fields and edge cases, and that’s where I spend my time.”
“I judge an engagement by what happens after I leave. If your team can extend what we built without calling us, it went well.”
“Every model output in a regulated workflow needs a trail: what data it used, which version ran, who approved it. I build that in from the first sprint.”
“Before I design anything, I sit with the people doing the work. In financial services, the real process is usually quite different than the documented one.”
We don't just deploy AI, we deploy [i]change.[/i]
We don't just deploy AI, we deploy [i]change.[/i]
We don't just deploy AI, we deploy [i]change.[/i]
We don't just deploy AI, we deploy [i]change.[/i]
We don't just deploy AI, we deploy [i]change.[/i]
The Latest in Capital Markets From Our [i]AI Natives[/i].
The Latest in Capital Markets From Our [i]AI Natives[/i].
The Latest in Capital Markets From Our [i]AI Natives[/i].
The Latest in Capital Markets From Our [i]AI Natives[/i].
The Latest in Capital Markets From Our [i]AI Natives[/i].
No other firm partners this closely with [i]Anthropic and Microsoft[/i] in financial services.
No other firm partners this closely with [i]Anthropic and Microsoft[/i] in financial services.
No other firm partners this closely with [i]Anthropic and Microsoft[/i] in financial services.
No other firm partners this closely with [i]Anthropic and Microsoft[/i] in financial services.
No other firm partners this closely with [i]Anthropic and Microsoft[/i] in financial services.
Ask about special access to partner funding. Your initiative may qualify for Microsoft and Praxent funding so you can start your AI transformation for less.
An AI-native workforce for a private equity firm, built with Claude Cowork.
An AI-native workforce for a private equity firm, built with Claude Cowork.
An AI-native workforce for a private equity firm, built with Claude Cowork.
An AI-native workforce for a private equity firm, built with Claude Cowork.
An AI-native workforce for a private equity firm, built with Claude Cowork.
Praxent helped Delta-v Capital adopt Claude Cowork firm-wide and make it the default way the team works, so the firm can operate well beyond its headcount.
AI your compliance team can [i]sign off on[/i].
AI your compliance team can [i]sign off on[/i].
AI your compliance team can [i]sign off on[/i].
AI your compliance team can [i]sign off on[/i].
AI your compliance team can [i]sign off on[/i].
Every system we build runs on PraxentGuard℠, our proprietary controls framework that limits exposure and enables safe use of AI in regulated environments, from SEC exams to fiduciary duty.
Start small, prove the result, and [i]scale what works[/i].
Start small, prove the result, and [i]scale what works[/i].
Start small, prove the result, and [i]scale what works[/i].
Start small, prove the result, and [i]scale what works[/i].
Start small, prove the result, and [i]scale what works[/i].
[i]1[/i]
[i]1[/i]
[i]1[/i]
[i]1[/i]
[i]1[/i]
Find your wins.
Find your wins.
Find your wins.
Find your wins.
Find your wins.
We map your top AI opportunities to revenue, cost, and risk.
[i]2[/i]
[i]2[/i]
[i]2[/i]
[i]2[/i]
[i]2[/i]
Prove it fast.
Prove it fast.
Prove it fast.
Prove it fast.
Prove it fast.
You pick a first step from any pillar and see a working result in weeks.
[i]3[/i]
[i]3[/i]
[i]3[/i]
[i]3[/i]
[i]3[/i]
Scale it.
Scale it.
Scale it.
Scale it.
Scale it.
Together, we roll it out across your teams, train your people, and keep the gains growing.
Their project management is exceptional... dedicated to delivering a quality product on time and under budget.
Want to Lead AI Native Investing? [i]Let's talk.[/i]
Want to Lead AI Native Investing? [i]Let's talk.[/i]
Want to Lead AI Native Investing? [i]Let's talk.[/i]
Want to Lead AI Native Investing? [i]Let's talk.[/i]
Want to Lead AI Native Investing? [i]Let's talk.[/i]
Tell us where you want to win. We'll bring the playbook.
