Wealth management
Millions of securities, one grounded answer
Shipped for A wealth-management fintech · led by Nikhil Bery
01
The problem
Advisor and client questions spanned four separate market-data providers, so a grounded answer meant manual lookups across all of them.
02
The constraint
Every answer had to stay grounded across four market-data providers at once, not stitched together by hand from separate lookups.
03
The system
A multi-agent financial assistant over four market-data sources, a PDF extraction pipeline for 50+ page statements, and hybrid search across millions of securities, behind a 40+ endpoint backend on serverless microservices.
FIG. 01 · SYSTEM FLOW · 7 NODES · 6 FLOWS
04
The outcome
95%+ extraction accuracy on 50+ page statements at 10 to 30 positions per second, with four agent frameworks unified behind one assistant.