One of our newer portfolio companies came out of stealth this week. Welcome to the world, Astraeus. Co-founded by Phil Rosen (Orchard, Even, MoneyLion) and Jon Stevenson (Barclays, Stifel, MoneyLion), Astraeus is building AI-native infrastructure that encodes data, decisioning, and compliance into the operating core of modern financial advisory firms. We're really v.chuffed to be on this journey with you both.
Wealth management is trying to adopt AI on top of infrastructure built for a pre-AI world: fragmented systems, multiple competing versions of "truth," workflows that actively prevent learning from compounding. Here's the uncomfortable part: most firms don't have an AI problem. They have a coordination problem. A context problem. Intelligence is becoming a firm-level economic input, not a feature, not a vendor integration. If you're thinking about what has to change at the operating model layer (not just the tool layer), follow Astraeus
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