The neutral data-and-intelligence layer for enterprise wealth.
We make your CRM and your custody data agree — clean, owned, and provable — so every advisor knows the next best move. Neutral. Nothing to rip out.
CRM · household
$4.21M
investable_assets
Custody · positions
as_of: 2026-09-09 · custodian_api
crm.investable_assets → custody.positions (3) → rule: custody wins → Verified / sha256:4e9b…a1c2
Wealth firms are trying to put AI on top of data that doesn't agree with itself.
The household, goals, and relationships live in the CRM; the accounts, positions, and cash live at custody — and they never quite match. Nobody trusts the number, and reconciling it is the manual, endless, hardest part of every initiative.
Held-away money, maturing CDs, RSU vests, concentrated positions — the signal is buried in data that doesn't line up, so the opportunity walks out the door.
You can't see how it reached a number, can't audit it, can't defend it to an examiner — and you don't own it. Firms end up with "rooms to nowhere": workflows and agents bolted onto systems that don't speak to each other.
Buying another AI tool doesn't fix this. The data underneath has to agree first.
Agentic capability will commoditize. What doesn't is a clean, reconciled, provenance-tracked, survivorship-governed record that you own. And it isn't a pipe between two systems — it's a triangle: intelligence, CRM, and custody all have to agree first.
One clean, owned record
provenance on every value
Out-of-the-box ingestion from your custodians and your CRM (including Salesforce Financial Services Cloud), through an open API/MCP layer. Nothing to rip out.
Entity resolution, normalization, and a canonical model unify households, accounts, and clients across every source.
Deterministic survivorship rules you own and can change — when CRM and custody disagree, you set the rule, and it's logged.
Provenance on every value — source, transformation, timestamp, verification — a chain of evidence your risk team, IC, and examiner can inspect.
The intelligence layer — agents and workflows — turns the trusted record into net-new-asset actions your advisors can run.
Six built strengths — each an outcome your firm keeps, not a feature on a vendor roadmap.
Generate the documents your firm has to stand behind — client reviews, proposals, and IC memos — from the reconciled record, with compliance locks that flag unverified data and non-compliant language before anything reaches a client.
Client review · compliance locked
Household: Meridian Family Trust
✓ All figures verified
⚠ Flagged: “guaranteed returns” → rewrite required
Traversive assembles the record for you. Households, accounts, positions, and relationships are pulled together from your CRM and your custodians automatically into one unified profile — so advisors and operations stop re-keying balances and chasing statements. The reason people abandon new tools is data entry. Traversive removes it.
Before → after · household record
CRM · custody · statements
Unified household
Meridian Family Trust
Traversive doesn't hallucinate numbers. It extracts values, then runs them through deterministic, auditable checks — reconciling CRM against custody line by line. Every value carries a Trust Certificate linking it to its source, transformation, timestamp, and verification.
CRM · household
$4.21M
investable_assets
Custody · positions
as_of: 2026-09-09 · custodian_api
crm.investable_assets → custody.positions (3) → rule: custody wins → Verified / sha256:4e9b…a1c2
{
"rule": "Investable_Assets_Survivorship",
"condition": "IF source_1 == 'Custody' AND source_2 == 'CRM'",
"action": "RESOLVE_TO(source_1)",
"log_to_ledger": true
}Codify your firm's survivorship, monitoring, and next-best-action logic — fully configurable, never a black box. Change a rule or reroute an approval and re-run it live. You own the rules, the logic, the schema, and the data.
Rule inventory · survivorship
Durable, multi-step workflows that survive interruption, route decisions to the right person, and log everything. Built for multi-day, human-in-the-loop processes — governance, not a black-box agent acting on its own.
Workflow · durable orchestration
resumes exactly here on failure
Because this is a co-design relationship, Traversive measures it: records reconciled, conflicts resolved, net-new-asset opportunities surfaced, decisions logged — so the value of what we build together is visible, not assumed.
Partnership value dashboard
18,420
records_reconciled
1,212
conflicts_resolved
96
nna_opportunities
204
decisions_logged
The go-to-market and industry leaders who built wealth's business on the industry's CRM — the team that launched Financial Services Cloud into wealth, insurance, and banking — combined with regulated-data and fintech infrastructure built to protect billions of records.
The team that launched Financial Services Cloud into wealth, insurance, and banking — and built wealth's business on the industry's CRM.
Regulated-data and fintech infrastructure built to protect billions of records — so the layer can be owned, audited, and defended.
We take on a small number of design partners. Traversive is for firms that want a data and intelligence layer shaped around their own CRM, their own custodians, and their own rules — co-designed with a small number of partners, and owned by them. Land fast; own it after.
We forward-deploy engineers and product managers alongside your advisory, operations, and compliance teams to get one outcome live fast — then build from there. You shape the roadmap; you're not waiting in a vendor queue.
Your survivorship rules, thresholds, and guardrails are yours to configure and keep — transparent and auditable, never a black box you rent. When we leave, it runs as your own platform.
Every value traces to its source. Every decision is logged. The output is designed to stand up to your risk team, your IC, and an examiner.
Selected for MassChallenge FinTech
Through the MassChallenge FinTech program, we partnered with a leading private-wealth firm to co-design and build an alternatives governance solution end to end — not a slide deck, a working product.
Ran structured interviews with investment, research, and risk leaders to map the real workflow and where it breaks.
Stood up an industry advisory board to pressure-test direction with practitioners.
Translated findings into specific features and a structure-aware rules model that matched how the firm actually evaluates managers.
Built working prototypes and validated them directly with the team.
Delivered production-ready, full-stack functionality.
“It's terrific that we're tackling this together. You showed up and — boom — you'd built it. That's amazing.”
This is how every Traversive engagement works: we build it with you, around your firm.
Traversive is designed for regulated buyers. Our architecture reflects how risk and compliance teams actually work.
AI extracts; deterministic rules decide. Every recommendation is explainable and traceable to source.
Every value links to its origin — source, transformation, timestamp, verification — for a complete chain of evidence.
Nothing material advances without a person's approval, and every approval is logged.
Single-tenant deployment and SOC 2, built to design-partner requirements.
Two kinds of DNA. The go-to-market leaders who launched Financial Services Cloud into wealth, insurance, and banking — and the regulated-data engineers who built infrastructure protecting billions of records.
We are proudly based in Hudson Yards, NYC.
Leadership
Former Global Head of Wealth & Asset Management and Financial Services Go-to-Market Lead at Salesforce — on the ground for Financial Services Cloud's launch in its first vertical, wealth. Later led Client & Branch Experience for 19,000+ advisors and 7M+ clients at Edward Jones, and Corporate Strategy at LPL Financial.
Head of Engineering
Regulated fintech infrastructure — secure compute and high-volume money movement at scale.
Advisors
Founding Partner of White Summers (Silicon Valley / San Francisco). Over 35 years advising technology companies through 1,000+ financings and 400+ acquisitions, including as founding corporate counsel to Tesla, Hotmail, and WebEx. Harvard MBA; Berkeley Law JD.
Firms that want a layer shaped around their own data and rules, and owned by them. If that's you, let's talk.
Become a design partner
