Every line of the investment business, woven into one platform

Wealth, asset management, distribution, trading and startup investing on one governed, AI‑native platform

  • One platform, every business line
  • Production‑hardened core
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  • SEBI rules as versioned controlsChecked as work happens, not after the fact
  • 10+ enterprises in productionCloud, on-prem and air-gapped deployments
  • Every decision replayed exactlyExplainable and traceable, by name

InvestWeave changes the outcome

Today each desk runs on its own tools, so the same client, rule and number are handled several times. One platform under every business line replaces those hand-offs.

RevenueToday: Signals sit in separate systems
With InvestWeave: Opportunities and at-risk revenue surfaced before the client asks or leaves
OperationsToday: Work crosses systems by hand
With InvestWeave: One exception queue, with every break explained
VisibilityToday: Every system uses its own terms
With InvestWeave: One definition of client, scheme and limit for every team
ComplianceToday: Checked after the fact
With InvestWeave: Checked as work happens, and a breach is refused with the rule quoted
ServiceToday: Clients repeat themselves
With InvestWeave: Every desk starts with the full client context
EvidenceToday: Decisions rebuilt by hand
With InvestWeave: Any decision replayed exactly as it was known

One platform. A solution for every business line.

Start with the business line that matters most and add the rest when the firm is ready. Each solution works from the same client record, the same rulebook and the same audit trail.

Wealth managementWealthOSMore revenue per RM, with every proposal IPS-checked and every decision replayable.Explore Asset managementAlphaForgeFaster decisions and provable compliance across distribution, fund operations and risk.Explore MF distributionTrellisAt-risk SIPs and missed cross-sell surfaced before the client asks or leaves.Explore Algo tradingQuantTradeA strategy authored, backtested and run the same day, under one desk limit.Explore Startup investingVentureSmithEvery deal logged once, claims checked against filings, MIS tracked every month.Explore

Intelligence Hub

One connected truth, and the AI to act on it.

The Intelligence Hub sits beneath every solution. One model gives clients, schemes, deals, mandates and limits a shared meaning, and governed agents work on it inside each workflow. Every finding arrives with its evidence and its value, and a named person approves before anything happens.

  1. 1

    Understand

    Asked in plain language, or in voice, across client, scheme, deal and market context.

  2. 2

    Analyse

    Market, issuer, portfolio and house data brought together, grounded in one truth.

  3. 3

    Detect

    Breaches, drift and at-risk revenue surfaced as they form, before a client asks or leaves.

  4. 4

    Explain

    An answer with its sources cited and its rupee value shown, ranked by impact.

  5. 5

    Act

    Starts the approved workflow, never around it.

  • Semantic Ontology

    Domain classes, properties, life cycle, relationships and configurations: one model of the firm that every solution and agent reads.

  • Command Center

    AI insights with an integrated approach to closed-loop automation, from the signal to the approved action.

Trust, Governance & Assurance

Governed by design. Explainable by default.

SEBI and house rules are held as versioned controls and checked as work happens. Every action stays traceable, verifiable and explainable.

It does not just show a breach. It refuses one.

The rule is quoted, the owner is named, and the override is recorded.

Order blocked · rule cited
  • ExplainabilityEvery action traceable, verifiable and explainable by design, for people and for AI.
  • Data GovernanceA unified catalogue for trusted discovery, governance and end-to-end lineage.
  • Rules as versioned controlsSEBI, suitability, mandates, ceilings and TER, tested, versioned and quoted.
  • Suitability gatedChecked before the order, with revenue shown only among suitable options.
  • Maker and checkerFine-grained access, segregation of duties and information barriers.
  • Point-in-time replayAny decision replayed exactly as it was known; evidence never rebuilt by hand.

Engineering

Built to be extended. Owned by the firm.

The toolkit that builds InvestWeave ships with it. Teams add agents, models, integrations and dashboards on their own, and the estate the firm already runs stays in place.

  • No rip and replaceConnectors and adapters to the systems already in place.
  • One instance per firmOne codebase, no forks, with the firm in control of its configuration and data.
  • Deploy anywhereFrom public cloud to air-gapped, with models running on the firm’s own hardware and no data leaving it.
  • Adopt in stepsStart with one solution on live data, then switch on more as the firm is ready.
Runs where the data has to live
  • Public cloud
  • Private cloud
  • Sovereign
  • On-prem
  • Air-gapped

See InvestWeave on your own business.

Start with a conversation. A demo is shaped around the business lines and workflows that matter most to the firm.

Book a demoWhy InvestWeave

What happens next

  1. 1Discovery workshopPriorities, systems and pain points
  2. 2ScopeUse cases and success measures
  3. 3PilotOne team, live, on your data
  4. 4ScaleAcross desks and business lines