FinAIOSby FinoGeeks

Enterprise AI · On-prem or private cloud · Regulated enterprises

FinoGeeks · FinAI OS

Platform

The last mile of enterprise AI isn't a stronger model

It's infrastructure your organization trusts to give agents real permissions. FinAI OS is the managed agent platform for regulated enterprises: agents run on the runtimes and models you choose, inside a sandbox, with every skill checked before install, and designed so every action on your systems goes through an action gateway.

On-prem or in your private cloud. Deployed with Forward Deployed Engineers who do the groundwork inside your environment.

Agent independence

On the platform, FinClaw runs today, Hermes is supported through an adapter, and other runtimes are designed to plug in. On the desktop, FinDesk runs FinClaw, Hermes, Codex, dsh, pi-agent and others.

Model independence

Models are a setting, not a dependency. The catalogue lives in your own database, including models you host yourself, and changing models doesn't touch governance or audit.

On-prem or private cloud

The whole stack runs inside your environment. Models, tools, data and records stay under your control.

Security and compliance governance

Every skill is checked before install, and every agent runs in a sandbox by default. Where FinGuard holds the credentials to your systems, it decides whether each write should happen, holds high-risk actions for approval and records every decision in a hash-chained audit trail. The platform is designed to route every agent action through it.

Solutions

A personal wealth agent for every client

One of the major solutions built on FinAI OS: a personal advisor agent for every client, accountable to your licensed advisors.

The industry is racing toward personal agents. Wealth cannot afford toys. Advisors must honor KYC, suitability, and fiduciary duty—while feeling as natural as the new consumer agent experiences.

Every conversation and advice step leaves an audit trail inside your own environment. Personalized advice and higher-risk cases go to a licensed advisor before the client sees them, and your compliance team sets the review rules.

Talk to FDE about advisors →
  • Licensed advisor link-up

    Agents operate against your advisory books and household context—not a generic chat silo.

  • KYC moments

    Agents collect facts in conversation and structure them into the file. Suitability is judged by your own models and rules engines.

  • Advisors decide

    Personalized advice and higher-risk cases go to a licensed advisor before the client sees them.

See the wealth solution →
A wealth advisor and client review a portfolio with a personal AI assistant robot.

Free download

Start with the runtime and sandbox.

FinSAFE and the FinClaw CLI are free to download today, and we plan to open-source them. Install either one with a single command, or find it on GitHub.

Free download · Open source coming soon

FinSAFE

The agent sandbox

Contain agent runs and control their access to tools and networks.

Free download · Open source coming soon

FinClaw

The agent runtime

Run persistent, multi-tenant agents with a runtime built for production.

Knowledge

What agents know, with sources

FinLore turns your documents into a private, citable knowledge base, and agents can connect to it over MCP. Fintology, in design, is designed to govern FinLore with the rules, schema and ontology of your enterprise knowledge. Today our Forward Deployed Engineers build your ontology and knowledge graph with you, in your own environment, by design.

Services

Forward Deployed Engineering & system deployment

Software alone doesn't cross the last mile. Our Forward Deployed Engineers (FDE) do the groundwork that takes AI from demo to production inside a regulated enterprise, including building your ontology and knowledge graph.

How an FDE engagement runsTypical sequence · scope varies by institution
  1. Phase 1

    Assess

    Map use cases, data sources, controls and the regulatory perimeter.

    Output: deployment blueprint
  2. Phase 2

    Ground

    Connect identity, data sources and policies; build your ontology and knowledge graph.

    Output: governed staging environment
  3. Phase 3

    Deploy

    Ship the first agents to production, sandboxed, with FinGuard in front of your systems and audit on.

    Output: production workload
  4. Phase 4

    Hand over

    Runbooks, training and ownership transfer to your platform team.

    Output: self-operated platform

01

Forward Deployed Engineering

Engineers who work inside your teams to connect FinAI OS to your identity, data, models and controls, and stay until your team runs it.

Request an FDE conversation →

02

System deployment

Installation, hardening, tenant setup, monitoring hooks and runbooks for FinAI OS, on-prem or in your private cloud.

Plan a deployment →

The 8-week visibility pilot

Start by seeing what your agents already do

For eight weeks, FinSAFE's desktop build runs in audit mode on one department's desktops, recording what agents do before any policy is tightened. Nobody changes how they work. At the end you have an agent activity baseline, a list of high-risk activity and a draft policy, and the same sandbox can enforce that policy when you're ready.

Run by our Forward Deployed Engineering team.

Start with the 8-week pilot →

Products

Build out your FinAI OS platform.

Every FinAI OS product, on its own or together.

Next step

Ready to give agents real work, on your terms?

Talk with a Forward Deployed Engineer about FinAI OS, a single product or the wealth solution. Or start by seeing what your agents already do, with the 8-week visibility pilot.