Build Once. Deploy Across Every Firm.
Configure once. Deploy across your entire client base. Charge for outcomes, not hours.
Fragmented Stacks. Manual Workflows. Mounting Pressure.
PitCrew is an AI agent platform for operations, compliance, security, and finance. Purpose-built for financial services firms, from RIAs and broker-dealers to family offices and banks.
Two Ways to Partner
Pick the model that fits your business. Both start with a conversation, not an application.
Implementation Partners
- Onboard firms and configure agent workflows
- Map compliance policies to each firm
- Drive adoption and expand usage over time
Managed Service Partners
- Deliver PitCrew as a managed service
- One platform, many firms
- Complement with your existing stack
What You're Building On
One platform. Every workflow. Full audit trail.
Pre-built Skills
20+ Skills for compliance, IT security, billing, onboarding, and operations. Deploy to client firms in days, not months.
Agent Builder
Build custom Skills grounded in each firm's specific policies, thresholds, and approval paths using plain language.
Policy Engine
Configure compliance rules and firm-specific logic. Skills execute against these policies every time, producing consistent results.
Workflow Engine
Multi-step task flows with conditional logic, approval chains, and human-in-the-loop review at every critical step.
Audit Trail
Every action, decision, and approval is logged with timestamps and citations. Examiner-ready evidence as a byproduct.
Multi-Firm Management
Configure once, deploy across your entire client base. Each firm gets its own policies, integrations, and data isolation.
Integration Hub
Connect to custodians, CRMs, identity providers, and security tools. Schwab, Fidelity, Orion, Redtail, Okta, and more.
Governance Layer
Human approval workflows, role-based access, and guardrails ensure Skills only access what is allowed and escalate when needed.
SOC 2 Type II
Zero data retention, SSO/SAML support, KMS encryption, and three-tier network isolation on AWS infrastructure.
Three Domains. Dozens of Skills.
Every Skill produces auditable, examiner-ready evidence.
Compliance
Audit-ready always
PitCrew reviews your compliance documents against regulatory requirements automatically. When a gap is found, a Skill flags it, suggests the fix, and documents the evidence trail. No spreadsheets, no manual evidence collection.
IT Security
Documented and ready
Access reviews, MFA enforcement, vendor SOC 2 tracking, and endpoint compliance monitored continuously. Skills surface gaps and produce examiner-ready evidence before regulators ask for it.
Operations
Reconciled and verified
Billing validation, data reconciliation, client onboarding, and quarterly reporting automated end-to-end. Skills cross-reference data across systems and flag discrepancies for human review.
Frequently Asked Questions
Last updated:
PitCrew has two partner tracks: Implementation Partners (financial services consultants, compliance consultants, fintech 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 Skills. Managed Service Partners earn on wholesale platform pricing with their own managed service wrap fee on top, plus per-firm expansion as clients add Skills.
Partners can configure and deploy AI Skills 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 Skills 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 Skills 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 financial services firms 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.