Good AI feels obvious—because the hard work is hidden.
Ava Collins
FinanceWiki.ai’s Design Lead
法定技术服务商地位严正声明 (Technology Provider Notice)
FinanceWiki.ai 是一家为金融机构和经纪商开发并提供技术解决方案的技术服务商。FinanceWiki.ai 不提供经纪、投资、金融、交易、资产管理或财务咨询服务，也不接受、持有、管理或控制客户资金或客户资产。
FinanceWiki.ai is a technology provider that develops and supplies software solutions to financial institutions and brokers. FinanceWiki.ai does not provide brokerage, investment, financial, trading, asset management, or financial advisory services, nor does it accept, hold, manage, or control client funds or client assets.
服务全球 14 个主要金融辖区 120+ 家机构客户与经纪商 —— 最快 2~4 周完成全套交易系统生产级部署交付
Trustpilot
10+
Trusted by 100+
top-tier brands
Services
End-to-End
FinTech Software & AI Systems
FinTech Software & AI Systems
涵盖交易客户端、风控中台、经纪商 CRM、FIX 撮合桥接与 Graph-RAG 金融图谱中台，100% 源码级交付支持。
AI 原生交易与
智能投研客户端
智能投研客户端
(01)
支持 iOS、Android、Web 与 PC 跨端交付，内嵌自然语言指标对话与 TradingView 级图表。
2% 资金风控与
头寸管理中台
头寸管理中台
(02)
根据账户净值与 ATR 波动率动态推演单笔允许最大止损点数与开仓规模，防穿仓预警。
经纪商智能 CRM
与综合管理后台
与综合管理后台
(03)
专为券商经纪商研发的综合运营系统。多级代理（IB）返佣自动化结算与数据中台。
Data Engineering
& Pipelines
& Pipelines
(04)
Reliable data flows from ingestion to features, built for scale and cost control.
Featured Works
Tier-1 离岸券商
AI 交易客户端白标交付
DESCRIPTION
打造支持自然语言宏观研报与多品种盘口的 AI 客户端，终端日活提升 340%。
DELIVERABLES
iOS/Android/Web, TradingView, FIX Protocol
INDUSTRY
Brokerage
量化对冲基金
2% 资金风控中台架构
DESCRIPTION
部署 2% 风险量化拦截算法与动态保证金清算网关，极端行情 0 爆仓穿仓违约。
DELIVERABLES
Use-case mapping, Prompt & UI patterns
INDUSTRY
Fintech
跨国零售经纪商
CRM 智能多级返佣平台
DESCRIPTION
Clinic-lobby assistant answering pre-visit questions; decreased front-desk calls by 28%.
DELIVERABLES
PHI-safe RAG, HIPAA-aligned workflows
INDUSTRY
Healthcare
Catalog Intelligence
Engine
DESCRIPTION
Launched a shopping copilot that understands attributes; raised add-to-cart by 12%.
DELIVERABLES
Data cleaning & embeddings
INDUSTRY
Ecommerce/Retail
Process
From Idea
to Production
to Production
Benefits
Why Choose Us
Accuracy
Latency
Safety
Cost
Outcome over Output
We measure what matters - accuracy, latency, safety, and
cost - so every sprint ships business value, not just features.
Eval-First Reliability
From day one, we run offline/online evals, canary tests, and tracing. You see how models perform - and why.
Secure by Design
PII handling, SSO/SAML, RBAC, encryption, and audit trails -built in, not bolted on. Enterprise-ready from the start.
Design-Led AI Experiences
We craft prompts, interfaces, and guardrails that feel intuitive - so adoption rises and support tickets fall.
Features
All Features in One
Agent-Powered Workflows
Turn repetitive tasks into autonomous flows—agents plan, execute, and report with guardrails, audit trails, and clear handoff to humans.
Eval-First Quality
Measure accuracy, latency, safety, and cost from day one. Our evals and dashboards keep models reliable and budgets predictable.
Private Knowledge RAG
Make your docs, tickets, and wikis instantly useful with retrieval augmented generation—freshness, citations, and explainability built in.
Human-Centered AI UX
Interfaces, prompts, and error states designed for trust and adoption—so the smart thing is also the obvious thing to do.
Secure by Design
PII handling, SSO/SAML, RBAC, secrets management, and compliance workflows—ship AI that’s safe, auditable, and enterprise-ready.
Seamless Integrations
Plug into your stack (CRM, helpdesk, ERP, data warehouse) with webhooks and APIs to turn insights into action—fast.
Tools
We work with powerful AI tools
We design, build, and evaluate with a modern AI stack—LLMs, vector search, orchestration, and observability—so your features are fast, reliable, and secure.
Get Started
Team Members
The Squad Shipping
Your AI
Your AI
Statistic
Human-centered
AI, built for
production
AI, built for
production
Awards
Innovation in AI
Underwriting Risk Copilot (Fintech)
/ 2025
Best AI Product Design
Support Copilot (SaaS)
/ 2025
Data & AI Excellence
Clinical Note Summarizer (Healthcare)
/ 2024
Innovation in AI
Underwriting Risk Copilot (Fintech)
/ 2024
Testimonials
What Our
Clients Says
Clients Says
We shipped our first copilot in 7 weeks and cut support tickets by 31%. The eval dashboards made every decision obvious.
Elena Ruiz
Cantos SaaS’s VP Product
SSO/SAML and RBAC landed smoothly. Latency stayed <300 ms on p95—huge win for our agents.
Marcus Tan
VectorPay’s CTO
The best partner for agentic work. 多级 IB 佣金自动化结算, tool use, and audit trails—done right the first time.
David Kim
Northway's Ecommerce Director
Pricing Plans
From pilot to enterprise
clear scope, transparent costs
annually.
clear scope, transparent costs
annually.
Turnkey 启动版
针对初创经纪商
$9,900
/ year
What’s included
Prove value in two weeks with a clickable UX, tech spike, and a clear go/no-go roadmap.
- Discovery workshop
- Opportunity brief
- Clickable UX
- 1 data source & 1 integration
Enterprise 专业版
针对持牌金融机构
$19,900
/ year
What’s included
Compliance-ready delivery for complex orgs—multi-env releases, canaries, and change management.
- Everything in Starter
- CI/CD, tracing, alerts, guardrails
- Full eval dashboard
- 3 data source & 3 integration
FAQs
Frequently Asked
Questions
Questions
FinanceWiki.ai 是一家为金融机构和经纪商开发并提供技术解决方案的技术服务商。我们不提供经纪、投资、金融、交易、资产管理或财务咨询服务，也不接受、持有、管理或控制客户资金或客户资产。
FinanceWiki.ai 是一家为金融机构和经纪商开发并提供技术解决方案的技术服务商。我们不提供经纪、投资、金融、交易、资产管理或财务咨询服务，也不接受、持有、管理或控制客户资金或客户资产。
FinanceWiki.ai 是一家为金融机构和经纪商开发并提供技术解决方案的技术服务商。我们不提供经纪、投资、金融、交易、资产管理或财务咨询服务，也不接受、持有、管理或控制客户资金或客户资产。
FinanceWiki.ai 是一家为金融机构和经纪商开发并提供技术解决方案的技术服务商。我们不提供经纪、投资、金融、交易、资产管理或财务咨询服务，也不接受、持有、管理或控制客户资金或客户资产。
Contact
开启您的金融科技
系统架构升级
系统架构升级
E-mail address
business@financewiki.ai
Phone number
support@financewiki.ai