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PitCrew Agents Inc.
AI Agents That Run Compliance, Billing & Operations for Financial Services Firms
How It Works
Apply
Get Approved
Training
Register Leads
Close Deals
Earn Commission
Company Overview
PitCrew is an agentic AI platform built specifically for financial services firms — RIAs, broker-dealers, family offices, and asset managers. Rather than shipping software alone, PitCrew pairs its pre-built AI Skills with a Forward Deployed Expert who configures and calibrates each agent to a firm's exact policies, thresholds, and approval paths. The platform connects directly into the systems these firms already run — custodians like Schwab, Fidelity, and Pershing, CRMs like Salesforce and Redtail, and portfolio/reporting tools like Orion and Tamarac — so firms get automation without a system migration or rip-and-replace. Founded in 2025 by a team with backgrounds at LegalZoom, Intuit, Atlassian, and Freshworks, PitCrew was built on a simple observation: every regulated firm was running the same manual, error-prone playbook for compliance and back-office operations.
Product Overview
- 20+ pre-built AI Skills across Compliance, IT & Cybersecurity, and Operations
- Forward Deployed Expert model (human specialist configures/calibrates agents per firm)
- 40+ integrations (Schwab, Fidelity, Pershing, Orion, Redtail, Tamarac, Salesforce, Okta, 1Password, CrowdStrike, AWS)
- Complete exportable evidence/audit trail on every Skill run
- SOC 2 Type II certified; three-tier AWS network isolation; KMS encryption at rest; TLS 1.2+ in transit; multi-AZ deployment; zero data retention; SSO/SAML support
- Customer data never used for model training
- Production deployment in as few as 15 working days
- Custom Skill builder (Policy Engine, Workflow Engine, Agent Builder)
Product Demo
Partner Tiers & Benefits
- Commission
- Not publicly specified
- MDF
- Not publicly specified
- Pay per Lead
- Not publicly specified
Ideal Customer Profile (ICP)
Target Segments
RIAs & broker-dealers, family offices, RIA aggregators, fund administrators, asset managers, private equity & private credit firms, venture capital firms, pension funds & endowments
Company Size
Small, Mid-Market, Enterprise
Geographies
Profile
Regulated financial services firms with an existing custodian/CRM system of record (Schwab, Fidelity, Pershing, Orion, Salesforce, Redtail, Tamarac) and a compliance or operations bottleneck that manual review can't keep up with.
Ideal Partner Profile (IPP)
Two partner tracks: Implementation Partners (financial services/compliance consultants and fintech integrators who onboard and configure PitCrew for client firms) and Managed Service Partners (MSSPs and outsourced IT/compliance providers who deliver PitCrew as a managed service). No formal certification required — relationships start with a conversation.
Headquartered In
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Geographies Served
Customer Use Cases
IT Security & Cybersecurity Compliance
Automates access reviews, MFA enforcement, vendor SOC 2 tracking, and incident-response documentation for SEC Reg S-P readiness.
Marketing & Content Compliance Review
Checks presentations and promotional materials against SEC Marketing Rule 206(4)-1 and FINRA 2210 before they go to compliance for sign-off.
Billing & Fee Validation
Validates fee schedules against the full client population every cycle, catching billing discrepancies before clients do.
Client Onboarding & CRM Data Enrichment
Automates onboarding, reconciliation, and reporting workflows, and keeps CRM records current with verified contact, employer, and firmographic data.
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