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.
One layer that knows your firm.
Answers you don’t have to double-check.
Every request and process grounded in how your firm actually works, so AI gets it right.
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.
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.
Connected to the systems wealth management runs on.
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.
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.
Frequently asked questions.
Updated October 14, 2026
Does Sidekar replace our existing systems?
No, Sidekar sits between them and AI. Your accounting, portfolio analysis, document storage and email systems keep doing what they do today. Sidekar connects them to one reconciled model of your firm and gives AI the context needed to operate between them just like any member of your firm would.
Do we need a data warehouse to use AI with our firm's data?
No, Sidekar keeps a continuously evolving context graph of your firm instead: where each piece of data lives, how and when to pull it, and what your firm does with it. This allows AI to answer each question by pulling only the data it needs from your source systems, so you don't need to build a warehouse just to give AI access to your information.
Does Sidekar work with Claude, ChatGPT and Microsoft Copilot?
Yes, and with any other agent or AI assistant that supports the Model Context Protocol (MCP), the open standard for connecting AI to outside tools. Sidekar operates as a gateway: you connect all your existing tools once, then add one Sidekar connector to the assistant of your choice. Use as many AI tools as you like at once. Your firm's context belongs to you, not to any one AI vendor. Switch assistants or add a new one and everything comes with you.
Does Sidekar train AI models on our data?
No, Sidekar does not train models on your data, and its own model calls run under a zero-data-retention agreement with its model providers.
Who controls what AI can see and do?
You do. Sidekar enforces your firm's permissions, so AI can only access information the signed-in user is authorized to see. You control which tools each person can use and which actions require approval, either in chat or through the Sidekar app. These rules are enforced by Sidekar, not left to the AI model to follow. Every action and data access is logged for a complete audit trail.
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
See Sidekar in action.
Book a 30-minute call with our team. We'll walk you through FirmOS and how it can help your firm use AI.