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Astraeus

Category: AI in Fintech

AI-native data and operating infrastructure ('semantic layer') that unifies fragmented client, account, product, and compliance data for wealth management firms. Astraeus was founded in 2025. The company is led by Phill Rosen. Based in New York, United States. Team size: 11-50. Total funding raised: $10M. Latest round: Seed. Key investors include Fintech Collective, F-Prime Capital, Walkabout Ventures, Plug and Play Ventures.

Founded
2025
Headquarters
New York, United States
Team size
11-50
Total funding
$10M

Value proposition

Replaces fragmented wealth-management tech stacks with a single AI-native semantic layer connecting clients, advisors, accounts, products, fees and compliance rules, enabling regulated firms to safely deploy AI across every function.

Products and solutions

Deterministic semantic/ontology layer, natural-language analytics engine, and a governed 'digital workforce' of named AI agents for billing/fees, investment research, trading/operations, compliance/supervision, client management, and revenue assurance, exposed via MCP for agent access, native connectors to Snowflake, Databricks, BigQuery on GCP/AWS/Azure, Kubernetes-native, single-tenant deployment.

Unique value

Model-agnostic, deterministic, auditable semantic substrate purpose-built for regulated wealth-management workflows — the durable layer beneath any AI model or application, rather than another point-solution AI tool.

Target customer

RIAs, broker-dealers, private banks, multifamily offices, and wealthtech vendors serving them

Industries served

Wealth management, RIAs, private banking, broker-dealers

Technology advantage

Deterministic semantic layer + immutable audit trail (full history of what changed and why) + model-agnostic architecture avoiding vendor lock-in; SOC 2 Type II and Investment Advisers Act-aligned governance; single-tenant infrastructure per firm.

How they differentiate

Positions as infrastructure/data layer beneath AI applications (not another AI feature on top), with deterministic, auditable, model-agnostic architecture built specifically for regulated wealth-management data and compliance requirements.

Main competitors

Addepar, Envestnet, Orion Advisor Solutions, SS&C Black Diamond

Major milestones

Publicly launched AI-native infrastructure platform on August 6, 2026 after raising $10M+, founded 2025 by ex-MoneyLion executives.

Market positioning

Early-stage challenger targeting the 'infrastructure gap' in wealth-management AI adoption, competing against established portfolio/reporting platforms by focusing on data unification and governance rather than front-end advisor tools.

Geographic focus

United States

About Phill Rosen

Global CTO at MoneyLion; Founder/CEO of Even Financial (acquired by MoneyLion, 2022).

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