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This is the AI avatar of Salama Belghali, Co-Founder of Fiducia AI and its commercial lead. It runs on Tavus, a US platform, and the conversation is transcribed. Please keep names and confidential details for your call with Salama, not her avatar.
AI Agents as a Service for Family Offices
Small team. Large mandate. AI agents do the manual work your office depends on. Your team stays in charge.
Due diligence, reporting and research: the work your team does by hand. We build AI agents that do this work on your own systems, and your people review everything before it is used.
Built by a team with over 20 years in finance and AI, working only for family offices.
We sell no financial product, take no commission, and hold no stake in your decisions.
Book a ConsultationWhat We Deploy
These are the workflows offices ask for most. They are examples. We build to the way your office already works.
Investment Due Diligence Agent
Extracts, validates, and cross-references the numbers inside investment documents, deal rooms, and fund reports. What took 120 hours now takes 12, and it caught five errors several analysts had missed.
Watch the deal screenerPortfolio and Board Reporting Agent
A fact-checked report for every holding, built from your data where you already keep it, as often as you choose. Investment-committee packs, board minutes, and family or beneficiary reporting, drafted from your own data and held to your format.
Research and Market Intelligence Agent
Proactive market and opportunity tracking, plus a private knowledge base built from your own documents and past decisions. The context your team needs, surfaced before they go looking for it.
Reporting our team assembled by hand every cycle now comes out drafted by an AI agent, inside our own environment. A positive outcome.
A family office in Switzerland
Continuity
Work that keeps running when someone is away
A family office carries a mandate measured in generations. The team carrying it is a handful of people. The knowledge that runs it often sits with one or two people. When they are away, or when they move on, the office feels it.
Fiducia AI turns the work your team does by hand into agents that hold the process itself, documented, consistent, and always on. The gain is not only hours returned. Your reporting, due diligence, and governance work survive the person, so institutional memory stops walking out the door.
The agents extend your team’s control. They never compete with it.
Built for Family Offices
Under Your Control
Agents run inside your own environment, in the region you choose, and your data stays yours alone. You know the name of every person who works on your project before they start.
Built for Your Office
You tell us how your office works, we build the AI agents on top of the systems you already use, and we keep them running. AI agents are never shared between clients.
Alongside Your Team
AI agents work with your people, not instead of them. Your team stays in control. The agents handle the volume.