At Craft Stack, we work with financial institutions like investment firms, wealth managers, and trading platforms to make their operations more efficient and ready for the future. We help improve everything from investment management and trading systems to data handling, compliance, and post-trade processes.
Our clients—from both the buy-side and sell-side, as well as market infrastructure providers—trust us to help them use technology, automation, and AI to solve complex problems, reduce costs, and modernise their systems.
With decades of experience and deep industry knowledge, our teams use proven tools and ready-to-go solutions to speed up digital transformation. We also partner with leading tech companies like AWS, Google Cloud, Microsoft, Salesforce, Snowflake, Databricks, and more to deliver the best results.
We regularly share our ideas and research on topics like:
You can also find our insights in industry blogs, reports, and publications, including work we’ve done with Harvard Business Review and others.
At Craft Stack, we provide specialised technology solutions for capital markets firms using the latest in Artificial Intelligence (AI), Machine Learning (ML), Cloud Computing, Cybersecurity, Data Analytics, and Digital Customer Experience.
Our innovative WealthAI platform helps financial advisors grow their business by combining AI with public and private data to deliver smart insights and recommendations.
We also support the industry with robust services in data management, post-trade operations, and compliance, ensuring greater efficiency and accuracy across the value chain.
Additionally, we help private equity firms streamline operations within their portfolio companies using scalable cloud-based applications and advanced digital tools.
Today’s financial advisors are overwhelmed with vast amounts of data, often missing important opportunities to better serve clients and grow their businesses.
That’s where Craft Stack’s WealthAI comes in — a powerful platform designed to collect, organise, and analyse data from both internal and external sources. It gives advisors smarter insights, helping them deliver more personalised services and drive stronger results.
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