What Astraeus does

Astraeus Wealth Tech, Inc. is a New York-based, privately held company founded in 2025 that builds AI-native infrastructure for the wealth management industry. Its platform encodes data, decisioning, and compliance into the operating core of financial advisory firms, progressing across five layers: market, industry, firm, function, and advisor. The core technical components include a semantic layer between AI models and firm data, a firm-controlled ontology, agentic architecture with multi-model routing, and architectural encoding of regulatory constraints such as Rule 206(4)-7, Rule 204A-1, and Form ADV obligations.

The company serves Registered Investment Advisors (RIAs) as its primary segment, with additional go-to-market targeting Private Equity firms, Wealth Tech Platforms, and Consultancies. Astraeus operates a consultative, enterprise sales-led motion beginning with a discovery assessment, progressing to pilot deployment and then scale, with senior account executives running multi-stakeholder sales cycles to CEOs, CIOs, COOs, and Heads of Advisory.

The business model is subscription-based recurring revenue from infrastructure platform access, with no publicly disclosed pricing and a quote-based enterprise engagement model. The company is SOC 2 Type II compliant, actively hiring across Engineering, Product, and Strategy, and is backed by FinTech Collective and Plug and Play following a November 2025 funding round.

Name

Astraeus

Legal name

Astraeus Wealth Tech, Inc.

Website

https://astraeuswealth.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

Astraeus Wealth Tech builds AI-native infrastructure for wealth management firms, encoding data, decisioning, and compliance into a unified operating layer. It serves RIAs, PE firms, wealth tech platforms, and consultancies through enterprise subscriptions.

Ownership category

akta.pro rank

Product category

Wealth Management Infrastructure

NAICS

Software Publishers (5132)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)

akta.pro secondary industry

Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE)

Keywords

• Wealth management infrastructure
• AI-native platform
• Financial advisory software
• Compliance automation
• Enterprise data platform

Headquarters

HQ city

New York

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

Revenue model

1. Infrastructure Platform Subscription: Astraeus provides AI-native infrastructure to wealth management firms, likely through subscription-based licensing. The Terms of Service reference subscription cancellation, fees, and payment processing including ACH, wire transfer, and credit card, suggesting recurring revenue from platform access.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Astraeus provides AI-native infrastructure that encodes full firm context — including market, product, and account data; firm policies and procedures; roles and responsibilities; and compliance constraints — into a single operating foundation for wealth management firms. Its agentic architecture uses a semantic layer between AI models and firm data to produce deterministic, auditable outputs, mapping regulatory rules (Rule 206(4)-7, Rule 204A-1, Form ADV) directly into system permissions. The platform is sold to Investment Advisory Firms, PE Firms, Wealth Tech Platforms, and Consultancies via enterprise subscription licensing.

Product overview

Astraeus offers a single unified AI-native platform for wealth management firms. The core Astraeus Platform encodes full firm context—including market, product, account data, firm policies, roles, and compliance—into a single operating foundation. The architecture is agentic: intelligence is structural rather than layered on, compounding across every decision surface. The platform progressively hosts complete operating context across five layers: Market (global products, pricing, compliance), Industry (product structures, regulatory systems), Firm (individual firm structure, products, controls, clients), Function (decision enablement aligned to organizational pods), and Advisor (individual advisor's book of business).

Differentiator

Problem solved

Functional benefit

Products and services

• Astraeus Platform AI-native wealth management infrastructure that encodes the full operating context of a firm — market, product, and account data; firm policies, procedures, roles, and responsibilities; and compliance constraints — into a single operating foundation. Built on agentic architecture with a semantic data layer, it delivers firm-wide visibility, deterministic auditable outputs, yield-driven opportunity identification, automated compliance, and normalized data and processes to support firm growth and M&A expansion. Sold to Registered Investment Advisors, Private Equity Firms, Wealth Tech Platforms, and Consultancies via enterprise subscription licensing.

Quantifiable outcome

• 3-5x better ROI on technology investments compared to fragmented legacy systems
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce FSC is a broad CRM and wealth-management platform serving advisors, RIAs, and retail banks with client data unification and engagement tooling. It competes with Astraeus as a horizontal incumbent that wealth firms may already be running, especially given Astraeus's "replace fragmented systems" message.
• Envestnet: Envestnet is a large incumbent platform offering data aggregation, financial planning, and wealth management infrastructure to advisors and enterprises. It competes broadly with Astraeus across the wealth-management operating stack but as part of a much wider portfolio.

Emerging players

• Hebbia: Hebbia builds an enterprise AI agent platform for financial workflows, including knowledge retrieval and reasoning over structured documents. It is a peer on the AI-native semantic/agent architecture dimension relevant to Astraeus's technical approach.
• Glean: Glean is an enterprise AI search and knowledge platform that builds a semantic layer over enterprise data and applications. It is architecturally comparable to Astraeus's semantic-data-layer thesis, though applied horizontally rather than to wealth management specifically.
• Altruist: Altruist is a modern, AI-enabled RIA custodian and tech platform serving independent advisors with CRM, planning, and portfolio management tools. It overlaps Astraeus's RIA target segment with a younger, more tech-forward positioning.

Direct peers

• AdvisorEngine: AdvisorEngine provides portfolio management, CRM, and client engagement tools to RIAs and broker-dealers. It is a direct competitor in the modern wealth management platform category where Astraeus operates.
• Black Diamond (SS&C): Black Diamond, owned by SS&C, provides portfolio management, performance reporting, and client portal solutions to wealth managers and advisors. It is a direct competitor in the RIA wealth tech operating layer.
• Addepar: Addepar is a leading wealth management technology platform serving RIAs, family offices, and large advisory firms with portfolio analytics, reporting, and data aggregation. It is the most direct competitor in the modern RIA platform category where Astraeus is positioning.
• Orion Advisor Technology: Orion provides portfolio accounting, performance reporting, and practice management software to RIAs and wealth managers. It is a direct competitor in the operational backbone layer Astraeus targets, and has been aggressively adding AI-enabled capabilities.
• Tamarac (SS&C): Tamarac, owned by SS&C, provides portfolio accounting, reporting, and rebalancing software to RIAs. It is a direct competitor in the RIA operating platform category Astraeus is targeting.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors2 records

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 Astraeus