Sidekar
Sidekar provides a secure middleware layer called FirmOS that captures, connects, and structures a wealth management firm's institutional knowledge—such as filing conventions, workflow patterns, and system interactions—so AI tools can operate with firm-specific context. The platform sits on top of existing systems without replacing them, enabling AI to act within actual workflows. It supports connections to external MCP servers and offers granular access control by person and role.
- Artificial Intelligence
- Financial Technology
- Enterprise Software
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Wealth management firms rely on institutional knowledge—filing conventions, workflow patterns, and operating procedures—that exist across disconnected systems and in employees' heads. This knowledge remains invisible to AI tools because it was never part of any model's training data, limiting what AI can meaningfully automate or assist with.
Solution
Sidekar provides a secure layer that captures, connects, and structures a firm's institutional knowledge so AI systems can actually use it. The platform observes how work moves through a firm—document storage patterns, filing paths, and system interactions—and converts those observations into structured, machine-readable records. It creates a FirmOS layer that sits on top of existing tools and data without replacing them, giving AI models the context they need to understand how a firm's systems work together. This enables AI to act within the firm's actual workflows rather than operating on generic knowledge. The result is that every AI application a firm uses becomes informed by firm-specific rules and conventions.
Target Audience
Registered investment advisors (RIAs) and family offices that want to make their operations AI-ready by codifying institutional knowledge into their existing technology stack.
Features
- Captures institutional knowledge from across disconnected systems and encodes it into structured records
- Documents filing paths and folder conventions, such as mapping capital call notices to specific Capital Call Statements folders
- Links related records across systems, including unifying multiple system IDs into a single firm entity record
- Operates as a secure middleware layer, complementing rather than replacing existing wealthtech stacks
- Supports connection of external MCP servers directly to FirmOS, with the team building custom integrations during white-glove onboarding
- Provides granular access control by person and role, with the ability to switch or run multiple AI providers simultaneously
- Ensures security with end-to-end encryption (TLS 1.2), no model training on firm data, a tamper-proof audit trail, and SOC 2® Type II certification