PitCrew is an Agentic AI platform for financial services operations — automating the back and middle office workflows that consume the most manual effort across RIAs, broker-dealers, family offices, fund administrators, asset managers, Venture Capital, private equity firms, and pension funds.

Most firms in wealth management, fund administration, and private markets run their back office on a mix of spreadsheets, manual reviews, and systems that don't talk to each other. Reconciliation takes days. Billing errors slip through. Onboarding drags on. Compliance evidence gets assembled under pressure before every exam.

We automate those workflows (data reconciliation, billing validation, client onboarding, and compliance) across a firm's existing systems. Every run produces a complete, examiner-ready evidence trail.

Our Forward Deployed Expert embeds with your team to configure and deploy in 15 working days. 

PitCrew Connects to 40+ systems including Schwab, Fidelity, Pershing, Orion, Salesforce, and Tamarac. SOC 2 Type II certified with zero data retention after processing

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PitCrew

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PitCrew

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