Form ADV Consistency Auditing
Cross-references Form ADV Part 1 registrations against Part 2 disclosures — service, fee, and client-type mismatches — before examiners flag them.
All vendors
Apply once. Unlock many
PitCrew Agents Inc.
Need FinServ AI Revenue? Partner With PitCrew Today
How It Works
Apply
Get Approved
Training
Register Leads
Close Deals
Earn Commission
Company Overview
PitCrew's AI agents automate compliance, billing, and operations for RIAs and broker-dealers. Apply to the financial services partner program today.
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
- One-time implementation fee + recurring subscription margin per seat + expansion revenue as Skills activate (exact % not publicly published)
- MDF
- Not publicly specified
- Pay per Lead
- Not publicly specified
- Others
- Policy Engine, Workflow Engine, Agent Builder (custom Skills), Governance layer (audit trails, human-approval workflows); no formal application — relationships start with a conversation, 24-hour response
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
Independent single-advisor RIAs through multi-billion-dollar aggregators & institutional managers
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.
Target Market
Headquartered In
Not publicly specified
Adjacent Partnerships
Certifications
None formal — PitCrew states partner relationships start with a conversation, not a certification or application process.
Apply once. Unlock many
partnership opportunities.
Join our partner community to unlock customer insights, proven playbooks, resources, and partner connections that help you identify the right customers and grow faster.
As a community member, you'll unlock
Partner playbooks & resourcesAccess proven guides, battle cards, templates, and best practices from top-performing partners.
Customer & partnership insightsSee who the best customers are, where they buy, and which partner opportunities align with your expertise so you can apply with confidence.
Connect & learn from partnersCollaborate with experienced partners, share insights, and accelerate your success through the community.
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.
Partner Testimonial
No partner testimonials have been added yet.
Ready to partner with PitCrew Agents Inc.?
Join the partner program and start earning recurring commissions.