Unlimited.ai

What Unlimited.ai does

Unlimited.ai is a Houston-based, privately held fintech founded in 2025 that operates an AI-native, end-to-end investment management platform purpose-built for family offices and registered investment advisors (RIAs) managing private-market portfolios. The platform orchestrates consolidated performance reporting, liquidity analysis and forecasting, AI-powered due diligence, and tax document management on top of a proprietary database covering 500,000+ funds and investments and 2,400+ custodian and brokerage integrations. Its flagship AI capability is LAILA, a document-intelligence agent that retrieves, reasons across, and returns source-traced answers from every client investment document (LPAs, PPMs, subscription docs, capital calls, distributions, tax filings). Layered modules include a Markowitz mean-variance portfolio optimization engine with Ledoit-Wolf shrinkage covariance estimation, Public Market Equivalent (PME) benchmarking against public indices, Enhanced Entity Mapping as an interactive topological entity graph, a Custom Report Builder, Liabilities Reporting, Projections, Global Search, and intra-tenant in-app communications.

The company monetizes via quote-based, multi-year enterprise SaaS subscriptions to family offices and RIAs, with pricing gated behind CEO-led product demos booked through a HubSpot scheduler. A Forward Deployed Engineer and dedicated Customer Success Manager model supports premium onboarding and ongoing account growth. The company was capitalized with a $3.1M funding round in May 2025, is founder-led by David Sawyer (CEO; former COO & Managing Partner of Legacy Knight MFO and Managing Director at CAZ Investments) and Hunter Honnessy (CTO; former founder of Aurelian Quantitative, CAZ Investments, and Credit Suisse risk management), and reports a five-person named leadership team. Operational milestones include SOC 2 Type II compliance (March 2026, audited by Sensiba) and surpassing $700M in assets under reporting (AUR) within its first quarter in market (May 2026). Distribution is direct, sales-led, and concentrated in the United States, supported by a multi-channel content and event program (Future Proof Festival, Mercury Fund Day, Collide Podcast, Mr. Family Office editorial, earned media via GlobeNewswire and Manila Times).

Name

Unlimited.ai

Legal name

Unlimited.AI, Inc.

Website

https://unlimited.ai

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Unlimited.ai is a Houston-based fintech founded in 2025 that operates an AI-native, end-to-end investment management platform for family offices and RIAs managing private-market portfolios, offering document intelligence via its LAILA agent, consolidated reporting, due diligence, and portfolio optimization across 2,400+ integrations and a 500,000+ fund database.

Ownership category

akta.pro rank

Product category

Private Markets Investment Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYHDAEANAA

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management)

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Artificial Intelligence Platforms for Enterprise

SECONDARYHDAEANAG

Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII)

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Artificial Intelligence Platforms for Enterprise

SECONDARYHDAAAKAL

Audit, Explainability & Accountability Tooling (traceability, reporting)

Hardware, Technology & Telecom/Artificial Intelligence & Machine Learning/AI Security, Privacy & Model Governance

Keywords

• Private markets platform
• Family office software
• Wealth management technology
• AI investment analytics
• Portfolio reporting software

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Enterprise SaaS Subscription (Inferred): Recurring SaaS subscription sold to family offices and RIAs for use of the Unlimited.ai platform; pricing is not publicly disclosed and is quote-based, with demos delivered directly by the CEO/co-founder. The model aligns with B2B enterprise wealthtech norms, supported by the SOC 2 Type II audited control environment, dedicated Customer Success Manager role, and feature updates tied to ongoing client engagement.
2. Customer Success & Onboarding Services (Inferred): Forward Deployed Engineer model and dedicated Customer Success Managers provide hands-on deployment, configuration, and ongoing strategic partnership for elite family office and RIA clients, supporting premium service tiers and land-and-expand account growth.

Pricing tiers

Go-to-market motion4 records

Distribution channels1 record

Marketing channels8 records

Core offering

Unlimited.ai provides an AI-native, end-to-end investment management platform built specifically for family offices and RIAs managing private markets. The platform unifies consolidated performance reporting, liquidity analysis and forecasting, AI-powered due diligence, tax document management, public-market-equivalent benchmarking, and Markowitz-based portfolio optimization into a single system, powered by the proprietary LAILA agentic AI agent and supported by 2,400+ integrations and a 500K+ fund database. It is positioned as a replacement for the fragmented legacy tool stack typically used by private wealth managers.

Product overview

Unlimited.ai is a single unified platform — the first AI-native, end-to-end investment management platform purpose-built for family offices and RIAs operating in private markets. Its core offering is the Unlimited.ai Platform, which orchestrates four foundational modules — Agentic Consolidated Performance Reporting, Liquidity Analysis & Forecasting, AI-Powered Due Diligence Management & Analysis, and Tax Document Management — on top of a proprietary database covering 500K+ funds and investments and 2,400+ integrations. Layered onto this core are the AI agent LAILA (an intelligence layer that searches and reasons across every owned investment document with source-traced answers), the Public Market Equivalent (PME) Benchmarking tool, a Markowitz-based Portfolio Optimization engine, Enhanced Entity Mapping (topological entity-hierarchy visualization), the Custom Report Builder, Liabilities Reporting, Projections, Context Notes, Global Search, Custom Tagging, Intra-Tenant Communications, and a Due Diligence Investment Universe — all delivered as modules within the same Family Office Platform (currently V2.3.0) rather than as separate products.

Differentiator

Problem solved

Functional benefit

Brands

• LAILA: Advanced AI Intelligence Agent serving as a virtual investment team member for the Unlimited.ai platform; capable of interpreting complex datasets, automating workflows, and searching investment documents through a single chat experience with sourced answers.

Products and services

• Unlimited.ai Platform

Quantifiable outcome

• Surpassed $700 million in assets under reporting (AUR) within the first quarter in market
• +4 more outcomes

Segments3 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability11 records

Feature8 records

Partnerships

17 partnerships are on record, tiered core and minor.

• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers is among the custodians/brokerages displayed in the integration logos section of the homepage, supporting Unlimited.ai's 2,400+ integration ecosystem for pulling client portfolio data and holdings.
• E*TRADEcoreTechnology or IntegrationE*TRADE is shown in the homepage integration logo lineup as one of the major brokerages integrated into Unlimited.ai's data orchestration platform.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab appears in the homepage integration logo section, signaling connectivity for Unlimited.ai clients holding Schwab accounts.
• J.P. MorgancoreTechnology or IntegrationJ.P. Morgan is shown as an integration partner on the Unlimited.ai homepage, and is also cited in the Mr. Family Office article (JP Morgan's 2026 Global Family Office Report) to support the narrative that the average family office allocates ~40% to private investments.
• VanguardcoreTechnology or IntegrationVanguard appears in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• FidelitycoreTechnology or IntegrationFidelity appears in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• Merrill LynchcoreTechnology or IntegrationMerrill Lynch is shown in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• Wells FargocoreTechnology or IntegrationWells Fargo appears in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• Bank of AmericacoreTechnology or IntegrationBank of America is shown in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• ChasecoreTechnology or IntegrationChase appears in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• BettermentcoreTechnology or IntegrationBetterment appears in the homepage integration logo lineup, part of Unlimited.ai's 2,400+ integration ecosystem.
• VantacoreTechnology or IntegrationVanta powers Unlimited.ai's Trust Center (linked from the Security page and footer) and is referenced in the FAQ as the platform used to share SOC 2 compliance evidence with customers and prospects.
• SensibacoreImplementation/ SI/ Consulting PartnerIndependent auditing firm Sensiba examined Unlimited.ai and confirmed SOC 2 Type II compliance across Security, Availability, Confidentiality, Access Management, and Operational Processes.
• Collide (Collide.io)minorGTM or Marketing PartnerCTO Hunter Honnessy appeared on the Collide Podcast to discuss why AI is rewriting financial software; the Collide platform hosts the recorded episode and serves as a content distribution partner.
• Mercury FundminorGTM or Marketing PartnerMercury Fund hosted a panel at Mercury Fund Day at the Ion in Houston featuring Unlimited.ai's CTO Hunter Honnessy alongside Alex Gras (Mercury Fund) and John Kalfayan (Collide) on deploying the Forward Deployed Engineer model at scale in legacy industries.
• HubSpotcoreTechnology or IntegrationHubSpot Meetings powers Unlimited.ai's 'Book a Demo' / 'Book A Guided Walkthrough' scheduling flow, including dedicated meeting links for the CEO-led product introduction.
• Sensiba (auditor)coreImplementation/ SI/ Consulting PartnerSensiba is referenced as the independent examiner that issued Unlimited.ai's SOC 2 Type II attestation (see Security and Compliance page).

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Addepar: Addepar is a leading wealth management and family office technology platform that aggregates portfolio data across public and private markets, with consolidated reporting and analytics. It is the closest large-scale direct competitor to Unlimited.ai's private markets orchestration thesis.
• FundCount: FundCount is a portfolio accounting and reporting platform designed for alternative investment managers, family offices, and fund administrators. It is directly comparable to Unlimited.ai's consolidated reporting, performance measurement, and document workflows.
• iCapital: iCapital operates a large private markets platform for RIAs, family offices, and high-net-worth investors, with consolidated reporting, due diligence, and access to alternative funds. It competes with Unlimited.ai across the same primary buyer segments and workflows.
• Canoe Intelligence: Canoe Intelligence provides AI-powered document automation and data extraction for alternative investments, focused on capital calls, K-1s, and reporting workflows. It directly competes with LAILA's document intelligence and tax document management capabilities.
• Orion Advisor Technology: Orion is a widely adopted wealth management technology platform serving RIAs with portfolio accounting, reporting, and rebalancing. It competes for the same RIA buyer and is increasingly adding private markets and alternative investment support.
• Juniper Square: Juniper Square is an investor reporting and fund operations platform purpose-built for private markets, used by GPs and LPs to manage capital calls, distributions, and reporting. It overlaps directly with Unlimited.ai's reporting, due diligence, and document intelligence modules.

Broad incumbents

• Vestmark: Vestmark is an established wealth management technology provider offering portfolio management, reporting, and trading solutions to RIAs and broker-dealers. It is a broad incumbent in the same buyer space, with overlapping consolidated reporting functionality.
• Envestnet: Envestnet is a broad financial technology incumbent providing portfolio analytics, reporting, and advisor workstations used by a large share of US RIAs. It competes less directly in private markets but is a meaningful incumbent for the RIA buyer Unlimited.ai targets.
• Black Diamond (SS&C): Black Diamond is an established portfolio reporting and rebalancing platform for RIAs and wealth managers, part of SS&C. It is a broad incumbent with consolidated reporting capabilities that overlap with Unlimited.ai's core reporting module.

Emerging players

• AltExchange: AltExchange is an emerging platform focused on private market data exchange and benchmarking for wealth managers. It overlaps with Unlimited.ai's due diligence, benchmarking, and pipeline sourcing capabilities for alternative investments.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/unlimiteddotai

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Unlimited.ai