Powering end-to-end workflows for wealth managers & asset managers. Integrating sensitive financial data at scale.
Serving Firms with $5T+ In AUM
trusted by 50K+ financial professionals
saving 70% of time on financial research
chosen by leading financial institutions
Serving Firms with $5T+ In AUM
trusted by 50K+ financial professionals
saving 70% of time on financial research
chosen by leading financial institutions
Serving Firms with $5T+ In AUM
trusted by 50K+ financial professionals
saving 70% of time on financial research
chosen by leading financial institutions
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Grow
Relationship Management
Meeting prep, call logs, and next-best-action flags happen automatically, freeing you to focus on building relationships.
Agents
Invest
Investment Teams
Fund screening and portfolio building move faster, with the research behind every allocation call ready.
Agents
operate
Compliance, Legal & Operations
SoW checks, onboarding, remediation, and reconciliation get done in the background, so backlogs clear quickly.
Agents
Grow
Relationship Management
Meeting prep, call logs, and next-best-action flags happen automatically, freeing you to focus on building relationships.
Agents
Invest
Investment Teams
Fund screening and portfolio building move faster, with the research behind every allocation call ready.
Agents
operate
Compliance, Legal & Operations
SoW checks, onboarding, remediation, and reconciliation get done in the background, so backlogs clear quickly.
Agents
Grow
Investor Relations
From meeting prep to RFP drafts to investor materials, the busywork disappears, leaving more time to close deals.
Agents
Invest
Portfolio Management
Every position rests on research that's already been done, risk that's already been tested, portfolios already shaped.
Agents
operate
Compliance, Legal & Operations
Counterparty management, reconciliation, and legal KYC run continuously, keeping operations smooth and efficient.
Agents
Grow
Investor Relations
From meeting prep to RFP drafts to investor materials, the busywork disappears, leaving more time to close deals.
Agents
Invest
Portfolio Management
Every position rests on research that's already been done, risk that's already been tested, portfolios already shaped.
Agents
operate
Compliance, Legal & Operations
Counterparty management, reconciliation, and legal KYC run continuously, keeping operations smooth and efficient.
Agents
A solution built for both users and developers for the precision, governance, and performance financial institutions demand.
Unique AI is modular by design. Take the complete agentic platform, plug in individual components alongside your existing infrastructure, or build entirely custom agents.
A governed integration layer connects internal systems and market data in one place, so your firm's intelligence powers every agent, securely and at scale.
Embedded experts help your business and IT teams ship real use cases fast, while structured training programs teach your people to use, build, and scale on their own.
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"Using Unique AI's platform has helped us save around 50 to 60 and in some cases up to 70% of our time. And that's allowed us to focus a lot more time on making quality decisions, but also then helping us communicate those to clients."
"We chose to partner with Unique AI for their combination of technological and industry expertise, their international client community, and their commitment to enterprise-grade security."
"The Unique AI platform has already allowed us to reduce administrative work, speed up existing processes, improve IT support, and we are working next on increasing the effectiveness of our teams working with clients."
Modern data practices, encryption at rest and transit, and independent audits keep your operations compliant & protected.
Trust Center
Unique AI is a Swiss enterprise AI platform built for financial institutions, providing AI agents that automate end-to-end workflows for wealth managers and asset managers. Unique AI serves firms with more than $5 trillion in assets under management, and specializes in building customizable and vertical AI solutions.
Unique AI addresses AI Governance through a comprehensive framework focused on innovation, responsibility, and security. This framework includes:
AI Governance Principles: Unique AI has established a set of principles that guide its governance of AI technology. These principles are derived from established AI Governance and Ethics frameworks from organizations like BCG, NIST framework, the EU AI Act, and special regulations for financial services like FINMA.
Operationalisation of Principles: Each of these principles is operationalized in various ways. This means implementing processes, procedures, policies, and regulations to ensure that the solution aligns with these principles.
Risk Mitigation: Unique's AI governance seeks to balance value creation and risk mitigation where clients and Unique AI share responsibility of implementation.
Unique AI's Commitment: The company continuously reviews and updates its AI Governance framework.
Yes, Unique AI is modular, so firms can use the complete agentic platform, plug individual components into their existing infrastructure, or build fully custom agents. A governed integration layer connects internal systems and market data, so every agent works from the firm's own information.
Unique AI is built exclusively for financial institutions, with agents designed for specific workflows in wealth and asset management. It integrates with a firm's existing systems and data, keeps transparent audit trails for compliance checks, and protects sensitive information with encryption and data anonymization.
