Bubble Invest creates custom AI agents tailored for financial advisors and small firms, bridging the gap between large language models and specific business processes. Their agents run on the client’s own infrastructure, handling tasks such as client reporting, regulatory monitoring, email triage, KYC collection, and market summaries while remaining GDPR‑compliant and requiring user validation for client interactions. The service includes installation, training, and ongoing support to ensure the AI integrates seamlessly into existing workflows.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors and small wealth management firms struggle to integrate large language model capabilities into their daily workflows while maintaining data privacy, regulatory compliance, and alignment with firm-specific processes.
Solution
Bubble Invest creates custom AI agents that sit on the client’s own infrastructure, bridging the gap between powerful LLM engines (Anthropic, Google, OpenAI) and the concrete tasks of wealth management. Each agent is trained on the firm’s own processes and terminology, enabling it to draft client reports, monitor regulatory updates, triage emails, collect KYC documents, and generate market summaries. The system enforces GDPR compliance and requires user validation before any client‑facing action, ensuring both security and control. Deployment is handled in a three‑week sprint, with optional code transfer so the firm retains full ownership of the agent. Ongoing support and open‑source skill libraries allow continuous improvement and adaptation to evolving business needs.
Target Audience
Primary customers are independent financial advisors, wealth‑management consultants, and small advisory firms that need AI‑enhanced automation while retaining full data control and regulatory compliance.
Features
- On‑premise AI agents that run on the client’s servers, guaranteeing that no data leaves the firm’s environment
- Fine‑tuned to firm‑specific workflows, terminology, and regulatory constraints (AMF, GDPR, tax rules)
- Automated drafting of client reporting, market summaries, and newsletter content with human‑in‑the‑loop validation
- Continuous regulatory and technical monitoring that alerts only on relevant changes
- Email triage and meeting preparation that prioritizes urgent items and pre‑populates dossiers
- End‑to‑end KYC document collection, checklist generation, and follow‑up automation
- Open‑source “skills” library and plug‑and‑play agents for rapid extension of functionality
- Transparent development process with public code, documentation, and a “last‑mile” integration methodology