Modernize How Your Firm Runs and Grows

Asset Management Firms

Deep asset management experience combined with deep AI capability, delivered as one team that sees the work through strategy to implementation.

Talk to John & Charlie →John Sweeney · Charlie Shaffer

Get AI working across your firm.

Our Approach

Most asset managers are running modern strategies on infrastructure built for a different era. The firms moving ahead are modernizing how they research, operate, and reach the market. AI is the through-line, and the work is reshaping every part of the business.

We sit at the intersection of asset management and AI. Our team has run distribution and operations at the largest firms in the industry, and now builds AI that fits inside firms like yours. We design the strategy, build the technology, and operate it alongside you. One team, accountable from idea to production.

What Praxis brings to your firm

KAIA

KAIA

AI-driven intelligence that helps asset managers find the right advisors and tell the right story.

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PDP

Outsourced wholesaling that has scaled across 1.3M+ advisor calls and 73K+ meetings.

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Data Foundation

Modern data infrastructure designed for asset managers, governed for the realities of how you operate. Strategy, architecture, and governance designed together.

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The AI Foundation

A defined 30-day engagement that maps where AI fits your firm and what to do first. The fixed-scope starting point for every engagement.

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Custom Builds

When the right tool doesn’t exist, we build it. Production-grade software designed for the way your firm actually operates, wired into the systems you already run, with adoption owned through rollout.

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Why asset managers work with Praxis

  • Hands on the build

    Strategists, engineers, and operators, working as one team. Modernizing an asset manager doesn’t happen in a deck. It happens inside research, operations, distribution, and the daily rhythm of how the firm runs.

  • Senior operators

    The team is led by people who've built and run the largest firms in the industry.

  • Fits your firm

    Praxis works inside your stack, your data, your compliance, and your workflows. No replatforming. No new logins.

  • In it with you

    Your firm’s metrics are the metrics. Not hours logged, not decks delivered. We commit to the outcomes you commit to, and stay in the work until they happen.

  • Industry context

    We work with firms across asset management, wealth, and banking, so we know what's working in the market and what isn't.

Meet the Experts

“The pace of technology change in this industry has never been faster. The firms that move with it are the ones with real partners in the work, not vendors handing them software. Those firms move faster, scale further, and define what the next decade of asset management looks like.”

John Sweeney