We build the AI systems we'd want running inside our own firm.
KlarSync exists because most AI automation in financial services is either unsafe, or too shallow to matter. We're here to fix both.
We spent years inside financial services teams watching the same pattern repeat. Advisers and paraplanners buried in admin. Compliance teams stretched thin. AI tools promising to fix everything, but built by people who had never sat in a regulatory meeting.
Every "AI for financial services" pitch we saw ignored the hard part: what happens when the system is wrong, or attacked, or asked to make a decision it shouldn't. That's the part regulators care about. That's the part firms need to defend.
KlarSync started with a simple standard. Every automation we ship must save real hours, protect client data, and stand up to a compliance review. If it can't do all three, we don't ship it.
An AI agent is not a colleague. It's a system that reads input, calls tools, and produces output — and every one of those steps is attackable. A carefully worded email can convince a naive agent to leak data. A poisoned document can turn a helpful summariser into an exfiltration channel. A vaguely-scoped tool can let an agent do things nobody signed off.
We design agents like we'd design any other privileged system: least privilege, allow-lists over deny-lists, human sign-off on anything that leaves the firm, telemetry on every action, and hard boundaries on what tools an agent can actually reach. We assume every input is potentially hostile, because in a regulated context it eventually will be.
That posture doesn't slow work down. It's what makes it possible to ship AI into a wealth firm at all.
Five commitments that shape every engagement.
Security is not a feature. It's the foundation.
Every workflow is designed to survive a hostile input and a hostile audit. If security is bolted on at the end, it isn't security.
Automation should amplify judgment, not replace it.
Agents draft. Humans decide. On any regulated output, a person signs — because that's who the regulator will call.
If it can't pass a compliance review, we won't ship it.
We treat evidence, audit trails, and controls as part of the deliverable, not paperwork to do afterwards.
Client data belongs to the client. Always.
No unnecessary retention. No training on client data. No routing through vendors that can't sign the same terms your firm signs.
We measure success in hours returned, not features shipped.
A demo is easy. A workflow that quietly saves your team fifteen hours a week for six months is the point.