About Switchfin
Building the future of AI-native investment infrastructure
Our Mission
Switchfin is revolutionizing how financial services firms build and deploy investment strategies. We provide the agentic infrastructure that enables RIAs, broker-dealers, and fintech companies to create sophisticated, multi-agent investment systems without the complexity of building from scratch.
Why We Built Switchfin
The Problem
Traditional investment infrastructure wasn't designed for the AI era. Today's financial institutions struggle with legacy systems, fragmented tools, and the complexity of integrating modern AI capabilities into their investment processes.
Our Solution
Switchfin provides purpose-built infrastructure for AI-native investing. Our multi-agent orchestration platform enables firms to deploy sophisticated investment strategies that combine human expertise with AI capabilities, all while maintaining compliance and control.
Our Core Values
Innovation First
We push the boundaries of what's possible in investment technology, bringing cutting-edge AI capabilities to financial services.
Security & Compliance
Built for the stringent requirements of financial services, with enterprise-grade security and comprehensive compliance features.
Partnership Approach
We succeed when our clients succeed. We work closely with financial institutions to ensure our platform meets their unique needs.
Our Technology
Switchfin is built on a foundation of modern, AI-native architecture designed specifically for the demands of institutional investment management. Our platform combines:
- • Multi-Agent Orchestration: Coordinate multiple AI agents working together on complex investment strategies
- • Financial Memory as a Service (FMaaS): Persistent context and memory for each client relationship
- • Virtual Subaccounts: Flexible account structures that map to your existing systems
- • Enterprise Security: Bank-grade encryption, SOC 2 compliance, and comprehensive audit trails
Ready to Transform Your Investment Infrastructure?
Join leading financial institutions building the future of AI-native investing with Switchfin.