"I think it looks great. It solves a lot of what I'm looking for, especially the customization and working with any PDF. I'm trying to think of where I wouldn't use it."
Founder
Solo advisor practice
"I keep talking about you internally. When we come up against these workflows, I think: PitCrew can do this, PitCrew can solve for this."
Senior Executive
$10B wealth management firm
"We've had this conversation with four or five different teams over the last year. Your team's ability to understand the issue, frame it, understand the workflow, and demonstrate a better way to attack it is better than what we've seen from others."
CEO
$29B independent broker-dealer
"I'm used to multi-year projects to set this stuff up. So when I hear weeks, I'm like, wow."
Head of Compliance
$700B broker-dealer network, 11,000 advisors
"We're a small shop of 15 or 16 people. Something like this gives us a powerful advantage."
SVP
15-person financial services firm
"I haven't found anybody that comes close to what you guys do."
Owner
$200M wealth management firm
"You guys have done a great job: the speed at which you've been able to deliver, the work you've done."
Senior Executive
$10B wealth management firm
"A solo advisor like me is capped out at about 100 clients. With something like this, that could expand to 200, 300, 400, because it's so efficient."
Founder
Solo advisor practice
"This is exactly what we need. The interface is great, and I think it can solve our problem pretty quick."
Senior Executive
$10B wealth management firm
"We don't have a team of AI engineers. The way I see the relationship, you'd be adjacent to our business, helping us stand up AI solutions across the organization. For me, that's really valuable."
Senior Executive
$10B wealth management firm
"It's really impressive. Nobody else could really put it together as quickly as you did."
Executive
$29B independent broker-dealer
"I'm quite impressed with what you've built... You're zero rip-and-replace. I like that."
Executive
Network of 2,100+ advisory firms
"You seem to be the most advanced, especially on compliance, security and auditing, and being able to actually govern what's going on."
Technology lead
$500M+ wealth management firm
"This could save a huge, significant amount of resource time. That would be ideal compared to what I see our analysts doing today."
Head of Compliance
$700B broker-dealer network, 11,000 advisors
S
Stefano Buliani
Product Manager, Automated Reasoning at AWS
"Partners like PitCrew matter so much to us, they immediately understood why the mathematical precision and explainability that automated reasoning brings are what make generative AI trustworthy in regulated areas.
"PitCrew did an incredible job in translating regulatory language into Automated Reasoning policies and their candid feedback shaped several of the features we've since shipped."
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"Everybody's talking about AI, but I haven't seen anybody that's got this down."
Chris
First Clearing
"That's gonna save a ton of time."
Custodian Platform Lead
On automated fee billing and reconciliation
"Shoot. I will love to take a call."
Luke Hendrick
After discussing pricing and workflow automation
"This is actually incredible. It really is."
Sherry
TradePMR
"I'm gonna have my chief of staff agent follow-up with you."
Matt
After discussing custom agent workflows
"It's such an obvious thing that sounds really hard to build."
Wealth Tech Researcher
Industry analyst
"I'm definitely gonna sync you guys up."
Custodian Platform Lead
Connecting PitCrew with their API product manager
"It's really hard to discern who can do and who can't. Who's done it versus who's got a plan to do it."
John Napoli
On the crowded AI vendor landscape
"I heard you guys were really interesting. I haven't seen this before, actually."
Emery
TradePMR Development Team
"If ever you think Brazil can work with the US we'll be around this."
Carlos
Brazil-based financial services
"Now with everything you can do with AI... I don't need people to be doing this."
Anand
Robertson Stephens
"These two agents in the cloud talk and I can then drink coffee."
Gabe
Solo RIA on TradePMR
"Let me talk to my COO... she may contact you."
Advisor
Family office
"I'm sorry, no one's thought of this yet."
Ken
Altruist
"Great demo. We're gonna connect in the next week or ten days."
Atul
Robinhood
"I love this tool."
Visitor
Salesforce integration, Brazil
"Guys, thank you all for walking me through. This was a great time."
Taylor Giff
After full demo walkthrough
"The fee schedule here would be amazing for us."
Advisor
$2B AUM firm, 15-17 people
"They're able to tell stories about how they make the industry more efficient. I see that in this."
Steven
MikeWorldwide (PR)
"This is great. We came over."
Advisor team
After hearing use cases
"This is very cool. This is actually incredible. It really is."
Emily
TradePMR
"Great start for PitCrew at T3. Looking forward to having you guys back at T3 2027 in Vegas."
Joel Bruckenstein
Founder, T3 Technology Conference
"We certainly feel more comfortable with a partner like you guys that can keep things compliant and get through our security due diligence."
Executive
$40B custodial platform
"Very rarely do I meet someone and say, 'I think I should be working with you.'... What you guys have done is very exciting to me."
Financial planner
Independent planning firm
"I'm impressed with what you do. It's very valuable to have the platform, but ultimately the service and the help. This is a massive area where firms need help."
Former President
$15B wealth management firm