Every household, in pieces.
Client data sits in the CRM, positions at several custodians, private investments in portals and PDFs. No one sees a household, an exposure or an exception whole.
The unified platform for enterprise wealth.
Less admin. More advice.
Unify your CRM, every custodian and your alternatives into one trusted record you own, with governed agents working on top.
Co-designed with private-wealth and fiduciary teams
Selected for the MassChallenge FinTech accelerator
Household · Whitman Family
$12.1M
household_total
Sources
- Custodian A · brokerage$8.4M
- Custodian B · IRA$2.1M
- Private credit fund · NAV$1.6M
real-estate exposure, look-through18.6%
as_of: 2026-09-30 · 3 sources
Verified
household_total → custodian_a.eod, custodian_b.eod, q3_statement.pdf p.3 → rule: reconcile across sources → Verified / sha256:7c1d…e93a
The problem
Your firm runs on a dozen systems that were never built to work as one.
People are the integration.
Advisors and assistants re-key the same request across application after application. Every handoff adds time between what a client asks for and when it's done.
Alternatives live outside the book.
Private funds arrive as documents and portals, outside the reporting, oversight and workflows the rest of the portfolio runs on.
Another AI tool on top doesn't fix this. The foundation underneath has to be unified and provable first.
You can't put a black-box AI in front of a risk committee.
Agents will become a commodity. What won't is one trusted record of your clients, accounts and holdings, governed by your rules and owned by you. Your data, your rules and your agents have to agree before anything moves.
Your dataCRM, every custodian, alternatives
Your rulesinvestment, compliance, operations
Agentsworkflows across every system
Verified
One trusted record
provenance on every value
From a dozen systems to one platform you own.
Connect.
Plug into your CRM, every custodian, your operating systems and your alternatives sources, including the tools you already use. Nothing to rip out.
Unify.
Resolve every client, household, account, position and security, alternatives included, into one model with provenance on every value.
Prove.
Deterministic checks verify the data before anyone relies on it. AI extracts; rules decide.
Orchestrate.
Governed agents take on work across systems, from meeting prep to account paperwork, with a person approving what matters.
Own.
Each capability runs in your environment, under your rules. Add the next when the last one pays back, and own more of your platform at your pace.
What you get
Six outcomes your firm keeps: a foundation you own, and the growth work that runs on it.
One view of every household.
CRM, every custodian and outside assets reconciled into one household record, so advisors and the home office see the same truth.
Before → after · household record
CRM · Custodian A · Custodian B · fund portal
Household record
Whitman Family
Accounts6
Custodians2
Private funds1
Reconciled✓
Alternatives inside the book.
Due diligence, ongoing monitoring, cash-flow pacing and look-through exposure for private investments, reported alongside everything else and connected to the alternatives platforms you already use.
Reported · net IRR
14.2%
net_irr_reported
Source · Q2 report, p.4
- Contributions−$48.0M
- Distributions$61.2M
- Residual NAV$19.6M
recomputed IRR14.2%
as_of: 2026-06-30 · q2_report.pdf
Verified
net_irr_reported → q2_report.pdf p.4 · bbox → rule: recompute from cashflows → Verified / sha256:4e9b…a1c2
verification_rule.json
{
"rule": "Net_IRR_Recompute",
"condition": "IF metric == 'net_irr' AND cashflows.available",
"action": "RECOMPUTE_AND_COMPARE(tolerance: 10bps)",
"log_to_ledger": true
}Exposure across every custodian.
Roll up exposure by asset class, sector, geography or single name across every custodian and private fund, and get alerted when a concentration matters.
Exposure · look-through · all custodians
- Real estate18.6%
- Healthcare11.2%
- Industrials9.4%
⚠ Single name > 5% · 37 households → review
One way to open and fund accounts.
A single account-opening, maintenance and funding experience across custodians, with missing information caught before submission and every request tracked to done.
Workflow · durable orchestration
Prefill from CRMCompleteness checkE-signSubmitFunded
tracked to done
Agents that take on the admin.
Agents prepare meetings, capture notes and follow-ups, and move paperwork across systems. Each advisor starts the day with a clear view and approves only what needs a person.
Today · advisor view
- Prep 5 client meetingsReady
- Open 2 new accountsIn progress
- Transfer request · Chen IRANeeds your approval
- 3 follow-up emails draftedReady
Growth signals for every advisor.
See what your top performers do differently, give every advisor a short daily list of the clients and actions most likely to matter, and see who needs enablement.
3 things for today · J. Rivera
- CD maturing in 17 days · Patel household
- Cash above target · 4 households
- No review in 6 months · Kim family
Pattern from your top-quartile advisors
We know wealth management. We know regulated data.
The go-to-market leaders who launched Financial Services Cloud into wealth, insurance and banking, combined with regulated-data and fintech infrastructure built to protect billions of records.
Wealth management DNA
The team that launched Financial Services Cloud into wealth, insurance and banking, then led client and branch experience and corporate strategy at the world's largest wealth firms.
Technical & regulated-data DNA
Regulated-data and fintech infrastructure built to protect billions of records, so the platform can be owned, audited and defended.
We embed to get you live. Then it's yours.
We take on a small number of design partners: firms that want one platform across their data, their custodians and their alternatives, shaped around their rules and owned by them. Land fast; own it after.
A working partnership, not a procurement.
We forward-deploy engineers and product managers alongside your operations, technology and advisor teams to get one outcome live fast, then build from there. You shape the roadmap.
You own the rules, the logic, the schema and the data.
Transparent and auditable, never a black box you rent. When we leave, it runs as your own platform.
Every step earns the next.
Each capability is built to replace work or tools you pay for today, and runs beside what you have until it proves itself.
Selected for MassChallenge FinTech
We started where it's hardest: alternatives.
Through the MassChallenge FinTech program, we partnered with a leading private-wealth firm to co-design and build an alternatives solution end to end: due diligence, approval and ongoing monitoring. Not a slide deck; a working product.
1. Discovered.
Ran structured interviews with investment, research, and risk leaders to map the real workflow and where it breaks.
2. Convened.
Stood up an industry advisory board to pressure-test direction with practitioners.
3. Designed.
Translated findings into specific features and a structure-aware rules model that matched how the firm actually evaluates managers.
4. Prototyped and tested.
Built working prototypes and validated them directly with the team.
5. Shipped.
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.
Where wealth platforms are going
The firms that will lead the next decade are already enterprises, yet their advisors still spend more time on systems than on clients. The platform underneath them should work as one, belong to them, and give every advisor more time for relationships.
Unified, not stitched together.
Front, middle and back office on one record, instead of integrations held together by people.
Owned, step by step.
Firms will own more of their platform (their data, their rules and the capabilities that set them apart) at their own pace, without disrupting what works today.
Relationships, amplified.
Agents close the gap between a client's request and its fulfillment, so advisors spend their time on advice. People build trust; agents serve it.
If you're building the wealth firm of the next decade, we'd like to build it with you.
Build with us →Built to be trusted by people who get audited.
Traversive is designed for regulated buyers. Our architecture reflects how risk and compliance teams actually work.
Deterministic by design.
AI extracts; deterministic rules decide. Every recommendation is explainable and traceable to source.
Provenance on everything.
Every value links to its origin — source, transformation, timestamp, verification — for a complete chain of evidence.
Human-in-the-loop control.
Nothing material advances without a person's approval, and every approval is logged.
Enterprise controls.
Runs in your environment, single-tenant, with SOC 2 controls built to design-partner requirements. Your data never trains anyone else's model.
Built by people who have done this before.
Why we're building this: a team that has built and sold in fintech, operated at the top of wealth and asset management, and secured data at institutional scale — now applying it to the platform underneath wealth firms.
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.
Alex Kuang
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.
We're expanding our advisory circle with a few senior practitioners. →
Build this with us
We're bringing on a small number of founding people from wealth operations, platform engineering and advisor growth. Not a job board; a short list.
Founding roles.
Ground-floor operating roles for people who have run wealth operations, built wealth platforms or grown advisor businesses at scale, with meaningful ownership.
Advisory circle.
A small group of senior practitioners helping shape where this goes.
We're taking on a small number of design partners.
Firms that want one platform across their data, their custodians and their alternatives, owned by them. If that's you, let's talk.
Become a design partner