AI doesn't know your firm.
With Sidekar it does.

The institutional knowledge your firm runs on and the work moving through it,
captured and structured so AI can actually use it.

Built for RIAs, family offices, and the wealthtech stack.

Request a demo See the platform ↓

Your firm runs on knowledge no model was trained on.

Spread across systems that don’t talk.

Living in people’s heads.

Invisible to every AI you use.

We capture it, connect it,
and put it to work in every AI you use.

Not a replacement for the tools and data you run on.The secure layer that helps AI understand how they work together and act within them.

FirmOS

One layer that knows your firm.

what the team knowsM. Brown confirms every wire by email. Get his reply first.

storage ruleconfirmedCapital call notices go in the Capital Call Statements folder

filing paths/HB Investments III/Capital Calls
/HB Investments III/Distributions

one recordHB Investments III, LLC

System IDs4 linked

Invested in3 positions

Owned byOsprey Group

ContactM. Brown

Worth knowingConfirms wires by email

Canopy Growth Fund IIInvested in · LP interest

Lyric TechBioInvested in · Series B

Harbor Fund IIIInvested in · LP interest

Confidence.

Control.

Continuity.

01 / 03

Answers you don’t have to double-check.

Every request and process grounded in how your firm actually works, so AI gets it right.

02 / 03

You decide who sees what, and which AI sees it.

Access set by person and role. Switch AI providers, or run several at once. Sidekar moves with you, so you never start from zero.

03 / 03

What your people know becomes what your firm knows.

When someone leaves, the next person picks up where they left off, and clients never feel the gap.

Built around your firm's security.

Zero data retentionNothing stored by the models.

No model trainingYour data is never used to train AI.

Encrypted end to endAt rest and in transit, TLS 1.2.

Full audit trailEvery action, approval and data access in a tamper-proof log.

Granular access controlControl what each person can see and do.

SOC 2® Type IIIndependently audited.

Connected to the systems wealth management runs on.

Canoe

Addepar

SharePoint

Outlook

Microsoft Teams

Gmail

Dropbox

Claude

ChatGPT

Microsoft Copilot

Connect all your external MCP servers directly to FirmOS.If an MCP server doesn't exist or we don't have a native integration, our team will build the connection during our white-glove onboarding.

Why we built this

19+combined years our team spent inside family offices and wealth management firms.

We've seen firsthand how firms run on knowledge that lives in people's heads, tribal memory that walks out the door, and systems that don't talk to each other.

We believe institutional knowledge no longer has to live only in people. It can become the operating layer of the firm itself. A layer that compounds over time, coordinates work across every system, and gives every person and every agent the full context of the firm behind them.

The future of wealth management isn't another application in the stack. It's the system that makes the entire stack work as one.

The team

Peter KrasznekewiczCo-founder, CEO

Before founding SideKar, Peter served as Innovation Officer at a single-family office, where he led a full-scale modernization of their technology and operations. His background in architecture and industrial design at the University of Pennsylvania informs his belief that firm knowledge should be structured, accessible, and completely effortless for the people using it.

Hunter DavisCo-founder, COO

Hunter has a background in finance and computer science from UNC Wilmington. Before co-founding SideKar, he built and deployed cloud-based systems and reporting tools at a nation-wide engineering firm. His ability to build systems that work reliably inside complex organizations shapes how SideKar captures and structures firm knowledge at scale.

Nathan TewsonPartner, Strategic Partnerships

Nathan is an investment and operations professional with experience across both the family office and venture capital space. He currently serves as a Director at a single-family office, where he supports strategy, investments, and operational workflows. His perspective directly informs how SideKar captures the knowledge and context that investment teams actually run on.

See what Sidekar can do for your firm.

We'll walk through your firm's structure, tools, and how Sidekar fits into the way you work. Then we'll show you the product live.

Request a demo

Your firm's intelligence. Behind every AI.

Platform Security Company

AI doesn't know your firm.
With Sidekar it does.

Your firm runs on knowledge no model was trained on.

We capture it, connect it,
and put it to work in every AI you use.

One layer that knows your firm.

Answers you don’t have to double-check.

You decide who sees what, and which AI sees it.

What your people know becomes what your firm knows.

Built around your firm's security.

Connected to the systems wealth management runs on.

19+combined years our team spent inside family offices and wealth management firms.

See what Sidekar can do for your firm.

You're on the list.

See Sidekar in action.

FirmOS knows your firm.
Before the first prompt.

AI doesn't know your firm.With Sidekar it does.

Your firm runs on knowledge no model was trained on.

We capture it, connect it, and put it to work in every AI you use.

One layer that knows your firm.

Answers you don’t have to double-check.

You decide who sees what, and which AI sees it.

What your people know becomes what your firm knows.

Built around your firm's security.

Connected to the systems wealth management runs on.

19+combined years our team spent inside family offices and wealth management firms.

See what Sidekar can do for your firm.

AI doesn't know your firm.
With Sidekar it does.

We capture it, connect it,
and put it to work in every AI you use.