| What it does | Not given
| Deploy production-grade AI agents in 2 minutes with built-in PII protection
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| NZ
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Basic (Free): 100k tokens, 1k requests, GPT-6 Luna, email and community support. Starter: $19/month (was $49): 1m tokens, 10k requests, all models with newest first, priority 24/7 support, direct roadmap input, monthly 1:1 product call, free compliance assessment. Custom: contact for enterprise need
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| Key features | - AI-powered document chat interface for instant analysis of manager documents and internal memos
- Automated report generation with AI agents for complex background tasks
- Automatic data extraction from financial documents
- Matrix tool for side-by-side comparison of managers and funds
- AI Research Hub for zero-effort document organization and management
- Actions and alerts for continuous monitoring of document changes
- Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
- 100% verifiable outputs with precise citations to source documents
- SOC 2 Type II compliance for enterprise-grade security
- Strict data segregation ensuring client data remains confidential
| - Guardian Layer PII protection with remove, mask, transform or detect options
- Support for over 100 AI models including OpenAI, Anthropic, Google, Mistral and open-source
- Build with Python, JavaScript or visual no-code builder
- Multi-agent routing with specialized agents on different models
- Tools including web search, Gmail, X, URL scraping and document parsing
- Built-in knowledge base with automatic retrieval, embeddings and citations
- Zero infrastructure deployment with hosted endpoint and auto-scaling
- Session memory included in deployments
- Bring your own API key or use Custodian-managed models
- Custom entity types for PII protection
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| What makes it different | - Purpose-built for allocators and wealth managers unlike generic AI tools
- Processes thousands of documents at scale far beyond generic AI tools
- Eliminates manual data entry with AI-native CRM that builds records from documents
- Customizable to organization's workflows, templates, and investment processes
| - Guardian Layer proprietary PII protection keeps context while protecting sensitive data
- Deploy production agents in 2 minutes with no infrastructure setup
- One-line model switching across 100+ models without changing agent logic
- Complete support agent with knowledge base and memory in 6 lines of code
- Built-in multi-agent routing for specialized agent teams
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 8 ▼ −1 (down) since last check | 3 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 9 |
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| Citation Flow (Majestic) | 29 | 23 |
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| Referring domains (Majestic) | 78 | 52 |
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Finpilot
Custodian Labs