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AI for Financial Services

AI that creates edge,
not overhead.

We build custom AI solutions to modernize your data workflows.

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Built for regulated environments
Working MVPs within days
20+ years in startups and finance
Financial office building

"The firms that move first on AI
will define the next decade of finance."

Why Choose
LexAi?

Your Partner in AI Implementation

We help businesses turn AI into a competitive advantage. Whether automating data pipelines or modernizing legacy systems, we build AI solutions that address high-impact business challenges.

Our Process

From ambiguous problem
to deployed solution

Your firm's edge lies in its unique process—so why settle for a generic solution? We transform your specific operational hurdles into bespoke AI systems using a proven methodology that scales with you.

Finance professionals reviewing data
Step 01

Discovery Workshop

We sit down with your team to map existing workflows, identify bottlenecks, and surface the problem where AI can drive the highest ROI.

Step 02

Build & Evals

We design and build a custom AI solution tailored to your environment, assembling your grounding data with our evaluation metrics — so you gain confidence in our solution before it goes live.

Step 03

Deployment & Handoff

We deliver high-quality software with documentation, walkthroughs, and support to ensure seamless handoffs, preparing your team to own and maintain new systems.

What We Offer

Three ways to work with us

Whether you're exploring AI for the first time or have a clear use case and need execution capacity, we have an engagement model for you.

Financial data analysis on laptop

End-to-End AI Product Development

From discovery through deployment — we partner with your team to identify where AI can drive revenue, reduce cost, or improve operational efficiency, then ship it.

  • Discovery workshops & opportunity mapping
  • Custom LLM-powered product development
  • Integration into existing workflows
  • Ongoing iteration post-launch

AI Integration & Enablement

You have a clear use case but limited internal capacity. We design and deploy the solution — often placing a working MVP in front of your team within days.

  • Rapid solution scoping
  • Fast-track MVP delivery
  • Internal adoption enablement
  • Handoff documentation & training

Strategy & Advisory

We advise leadership teams on how to thoughtfully integrate AI. We surface the most valuable use cases, evaluate vendors and tooling, and assess data readiness.

  • AI readiness assessment
  • Vendor & tooling evaluation
  • Use case prioritization framework
  • Board-ready AI strategy memo
Finance data and analysis

"The best firms aren't hiring more analysts —
they're making the ones they have ten times faster."

Finance Use Cases

What we build
for financial services teams

High-impact use cases — from quick wins to longer-term infrastructure — drawn from actual workflows that you care about.

Modernize Legacy Systems Your firm is probably running critical decisions on spreadsheets nobody fully understands anymore. We document the logic, validate the outputs, and build something your team can trust — and explain to a regulator. e.g. That 10-year-old allocation model your last analyst built — let's make sure it still does what you think it does.
Automate Model Setup & Data Intake Stop rebuilding the same models from scratch. We deploy AI systems that ingest your data — even from messy PDFs — generate a first-pass financial model, and adapt it to your templates. e.g. Analysts focus on reviewing assumptions, not manual setup.
Deploy AI Apps It shouldn't be this hard to build a useful internal AI tool. We scope it tight, build it fast, and put a working product in front of your team — without the enterprise procurement circus. e.g. Query your trade data conversationally instead of writing Python every time.
Unlock Your Internal Data Your historical portfolio data, reports, and documents are an untapped asset. We build a lightweight central data layer and a chat interface so your team can actually use what you've already collected. e.g. Ask a question. Get an answer from your own data — not a generic model.
The Team

Built by practitioners,
not theorists.

We're a small team that has spent careers working with complex data in demanding industries. We don't sell AI for its own sake — we find the problems worth solving and build the right tool for the job.

Julien Gustinelli
Julien Gustinelli
Co-Founder & AI Engineering Lead

Julien is a Google Gemini Alumni and former Amazon lead. He started his career at Agora Financial, where he developed a deep foundation in financial analysis, investment research, and the data workflows that drive capital decisions. He went on to define and operationalize quality standards for consumer AI experiences at Google, influencing product direction across three major releases — Gemini 1.0, Advanced, and 2.0.

Eric Park
Eric Park
Co-Founder & AI Product Lead

Eric is a serial entrepreneur and product leader deeply immersed in the specific operational challenges of financial firms — hedge funds, investment banks, and PE firms. He has spent the past decade building zero-to-one products across highly regulated industries like healthcare and education, and understands how automation fits into the way teams actually work. He is a graduate of Harvard and the University of Chicago.

Get AI into production.

The hardest part of AI isn't building it — it's shipping it.
We stay in until it's live, integrated, and delivering real returns.

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