Legacy Systems
APIs weren't built for intelligent agents.
Agentic Infrastructure for Modern Investment Strategies
Switchfin lets you orchestrate, evolve, and execute investment strategies using AI-powered agents.
Built for compliance, scalability, and speed.
Why AI Is Being Held Back in Investment Management
Compliance Bottlenecks
Every strategy must pass rigorous oversight.
Lack of Memory
Firms can't recall why decisions were made.
An Operating System for Financial Agents
Switchfin provides the secure, modular foundation agents need to thrive—strategy logic, compliance, and execution included.
Platform Structure
[ Agent Layer ]
Strategy Orchestration, Mutation, Memory
[ Platform Layer ]
Gateway, Risk, Compliance, Execution
[ Infrastructure Layer ]
Virtual accounts, Broker APIs, Logs
Who It's Built For
RIAs
Automate execution, ensure compliance, and gain a full audit trail.
Developers
Submit your own agents via MCP. Log strategy logic to FMaaS.
Broker-Dealers
Add an AI layer above your brokerage infrastructure—securely.
More Than a Platform—A System That Evolves
Modular, autonomous agents
Real-time compliance and risk enforcement
Financial Memory as a Service (FMaaS)
Safe experimentation in virtual subaccounts
Be Among the First to Build With Switchfin
Early access opens soon. Join a network of builders rethinking how strategies are deployed and optimized.