Partner Program

Build Once. Deploy Across Every Firm.

Configure once. Deploy across your entire client base. Charge for outcomes, not hours.

handshakeLet's Talk See the Platform
app.gopitcrew.com/factory Online
auto_awesome Agent Builder Factory
"Review access logs against each firm's IT security policy and flag gaps for the CCO"
check_circle Agent built · Grounded in firm policies · Ready to deploy
keyboard_arrow_down Deployed across your client base keyboard_arrow_down
Apex Wealth Advisors
IT Security Agent · 6 agents active
Running
Blue Ridge Capital
IT Security Agent · 4 agents active
2 flagged
Summit RIA Group
IT Security Agent · 5 agents active
Running
3 firms · 1 agent template · deployed
Your Partner Dashboard
The Opportunity

Fragmented Stacks. Manual Workflows. Mounting Pressure.

PitCrew is an AI agent platform for operations, compliance, security, and finance. Purpose-built for wealth advisors and broker-dealers.

cable
ConnectIntegrate PitCrew with each firm's existing stack — custodians, CRM, identity, security tools
tune
CustomizeConfigure compliance policies, approval chains, and workflows specific to each firm
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ExtendExpand agent adoption — every new agent activated is recurring revenue for you
Partner Tracks

Two Ways to Partner

Pick the model that fits your business. Both start with a conversation, not an application.

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Services

Implementation Partners

RIA consultants · Compliance consultants · Wealthtech integrators
  • Onboard firms and configure agent workflows
  • Map compliance policies to each firm
  • Drive adoption and expand usage over time
You earn on setup. You earn on seats. You earn on expansion.
cloud_sync
Managed Services

Managed Service Partners

MSSPs · Fractional CCOs · Outsourced IT/compliance providers
  • Deliver PitCrew as a managed service
  • One platform, many firms
  • Complement with your existing stack
Wholesale pricing. Your margin. Per-firm expansion.
The Platform

What You're Building On

One platform. Every workflow. Full audit trail.

Form ADV Auditor Social Post Auditor Fee Schedule Reviewer Access Review MFA Enforcement Client Onboarding Billing Validation + Custom Agents
The backbone for RIA operations
verified_userSOC 2 Type II
delete_foreverZero Data Retention
keySSO / SAML
lockEncrypted

Automate Compliance

Agents audit, remediate, and report on SOC2/HIPAA standards in real-time, hands-free.

IAM Optimization

PitCrew identifies over-privileged users and suggests least-privilege policies automatically.

Cost Governance

Kill zombie resources and scale down dev environments based on real-time usage patterns.

Threat Detection

Scan logs for anomalies. Agents can quarantine suspicious workloads before human review.

Shadow IT Discovery

Uncover unmanaged cloud assets across all providers and bring them under policy control.

Policy Enforcement

Enforce tagging, region restrictions, and encryption standards without manual gating.

Sync to Stack

Export audit logs to Datadog, Splunk, or your SIEM of choice on a schedule.

Multi-Cloud Support

Works with AWS, Azure, GCP, or your private cloud with the same unified API surface.

Zero Setup

One npx command, OAuth via browser. Your security agent is operational in seconds.

What You Deliver

Three Domains. Dozens of Agents.

Every agent produces auditable, examiner-ready evidence.

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Compliance

Audit-ready always

PitCrew monitors your SOC2 controls 24/7. When a control fails, an agent creates a Jira ticket and suggests the Terraform fix. No spreadsheets, no manual evidence collection.

security

IT Security

Instant containment

Detect unauthorized public buckets or open SSH ports. Agents can automatically revert changes to your production environment while alerting the security team in Slack.

trending_up

Operations

Cost intelligence

A nightly routine that scans for idle RDS instances and unattached EBS volumes. Get a weekly breakdown of savings and automated scale-down policies that actually work.

FAQ

Frequently Asked Questions

PitCrew has two partner tracks: Implementation Partners (RIA consultants, compliance consultants, wealthtech integrators who onboard and configure PitCrew for client firms) and Managed Service Partners (MSSPs and outsourced IT and compliance providers who deliver PitCrew as a managed service across their client base).

Implementation Partners earn one-time implementation fees, recurring subscription margin on every seat, and expansion revenue as firms activate more agents. Managed Service Partners earn on wholesale platform pricing with their own managed service wrap fee on top, plus per-firm expansion as clients add agents.

Partners can configure and deploy AI agents across three domains: Compliance (Form ADV Auditor, Social Post Auditor, Fee Schedule Reviewer, Marketing Content Auditor), IT and Cybersecurity (Access Review, MFA Enforcement, Vendor SOC 2 Tracker, Breach Notification, Endpoint Compliance), and Operations (Client Onboarding, CRM Sync, Billing Validation, Quarterly Reports). Partners can also build custom agents using the Agent Builder, grounded in each firm's specific policies.

Partners get access to a full platform including a Policy Engine for configuring compliance rules and firm-specific logic, a Workflow Engine for multi-step task flows and approval chains, an Agent Builder for creating custom agents grounded in client policies, and a Governance layer with audit trails and human approval workflows. The platform is SOC 2 Type II compliant with zero data retention and supports SSO and SAML.

No formal application is required. PitCrew partner relationships start with a conversation. You can reach out directly via the contact form on the partner page and the team responds within 24 hours.

PitCrew connects to the core systems RIAs use including Schwab, Fidelity, Orion, Redtail, Salesforce, Okta, 1Password, CrowdStrike, and AWS. Partners configure these integrations for each client firm.

Let's Build Together

Big book or small - if this makes sense for your practice, reach out.

verified_userSOC 2 Compliant
scheduleWe reply within 24 hours
handshakeNo application required