Knotwrk In-house engineering for wealth management firms

Your firm’s own engineering team.

Custom software for wealth management firms, built by someone who’s sat in the seats it’s for. Plus the connections, clean data and training around it.

Book a free walk-through

Every client, every plan, every advisor is different.Why isn’t your software?

Scroll to untangle it

Every workflow snags somewhere. We find where.

Typed twiceWaiting on someoneChecked by hand

How it works

  1. 01.

    Walk-through

    We map one workflow with your team.

  2. 02.

    The fix

    We start with what you already have. Where it falls short, we connect your systems or build what’s missing: custom tools you didn’t know were possible.

  3. 03.

    Hand-back

    Documented, trained, yours.

Built by someone who’s done the work.

Cyril Mathew, founder of Knotwrk

Cyril Mathew, MBA

I spent eight years inside wealth management, from the trading desk at Fidelity to helping manage a $500M book for families. I’ve opened the accounts, run the transfers and prepped the meetings myself.

That work took me through Chicago, Dallas and San Francisco, and across channels: brokerage, bank advisory, independent RIAs. I’ve helped a firm through a platform migration, and most recently worked on AI practice enablement at a $5B Raymond James RIA.

Building technology around how your firm actually works is what keeps you ahead. I learn your workflow, then I lead the build, so nothing gets lost between what you asked for and what you get. Every model gets tested on your own documents before it touches a client.

Questions firms ask first

How is this different from an AI agency?
An agency sets up tools any firm can buy. We engineer software for your firm, wired into your systems and owned by you, with a deep engineering bench behind it. We use AI when it’s the right tool, like drafts trained on your advisors’ own writing.
Where would we even start?
With how your team actually works. We show you what could be built, then build it, connect it to the systems you already run and train your people on it. Nothing reads a client file until we’ve measured its accuracy on your own documents.
Where does our client data go?
Wherever you’re comfortable. For sensitive work we can run models on hardware you own, so client data never leaves your office. Every AI-drafted message is kept and reviewable.
What does it cost to start?
Nothing. The walk-through is a conversation about one workflow. Whatever we build after that is yours, documented.

More questions?

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