At DwellFi we are thrilled with a good love story . . . which is why we believe that Enterprise AI and CROs are a match made in heaven. We understand their dilemma and how human capital alone cannot solve their challenges. Wouldn't it be wonderful if we could give sales teams superpowers via Enterprise AI to make their lives more impactful? You can. Read all about how DwellFi reshapes sales enablement for Private Funds, Fund Admins, and Family Offices: https://lnkd.in/g9fSi7Ab #privatefunds #enterpriseai #fundadministrators #b2bfintech #familyoffices
DwellFi
金融服务
Palo Alto，California 2,165 位关注者
Applied AI, Blockchain, and Tokenization Technology for Fund Administrators, Private Funds, and Family Offices
关于我们
DwellFi is an AI-first company in the Fintech sector specializing in the fusion of AI, blockchain, and tokenization technologies to support the Asset Management industry's scale, productivity, and growth challenges. Our award-winning SOC-2, Type 2 SaaS platform caters to Fund Administrators, Family Offices, and Private Funds across every asset class and management scenarios. We are dedicated to revolutionizing the Asset Management industry and have conducted 100+ focus groups with senior Asset Management participants. Our findings validated and helped refine our use cases that address the crucial challenges that impede growth, including: Scaling the Cumbersome Investor Onboarding Workload: Leverage Gen AI services to transform your unstructured data (e.g., PDFs, spreadsheets, manual documents) into a digital investor workflow at scale. Streamlining Internal Fund Administration Processes: Utilize AI and blockchain to offload manually intensive processes and automate cash reconciliation, capital calls, distributions, waterfall calculations, and payments. On-Chain Liquidity and Lending: Instant, automated underwriting/lending. Creating Custom and Secure Knowledge Bases: Our AI-driven tools provide actionable insights from fragmented data sources, enabling real-time business decisions. Developing AI Agents for GPs/LPs: Empower investor relations via an AI Agent that delivers real-time access to fund insights and LP capital activity. On-chain settlement of secondaries: Reduce settlement time of secondary transactions from months to days. Easing the Burden of Switching Fund Administrators: Streamlining the process of transferring and reconciling fund data from one administrator to another, reducing the timeframe from months to days for a seamless handover.
- 网站
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https://dwell.fi
DwellFi 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Palo Alto，California
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
US，California，Palo Alto，94020
DwellFi 员工
动态
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At DwellFi our founders create a culture of possibility and encourage everyone to find ways to be an AI-first company. Thank you to Alternatives Watch for capturing the business value of Enterprise AI in your series which features our own CMO Judith M. Peterson who leverages this cutting-edge technology to solve the “math” challenges of Marketing for growth. Read the full article here:? https://lnkd.in/gZ3wPWzh #EnterpriseAI #AssetManagement #CMO #AlternativesWatch
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DwellFi CMO Judith M. Peterson has been chosen as a Featured Judge for the prestigious 22nd Annual Financial Marketing Strategy Awards by The Gramercy Institute—a testament to her groundbreaking leadership in marketing innovation leveraging Enterprise AI to create quantifiable impact. The Gramercy Institute is a renowned global financial marketing organization that recognizes and celebrates excellence in marketing strategy, technological innovation, and brand transformation within the financial services industry. "I'm honored to evaluate submissions that push the boundaries of Marketing," Judith declares. "True excellence emerges when technology and creativity converge to drive measurable outcomes." Her Challenge to Participants: Shatter Conventional Limits ?? - Unveil your boldest strategies - Demonstrate quantifiable transformation - Show how you collaborate and align with the various departments, users, and partners to create momentum Submissions that challenge the status quo will stand out. Learn more and submit: https://lnkd.in/gtQAK8Mq #MarketingInnovation #FinancialStrategy #LeadershipExcellence #CMO
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The DwellFi Team was in the mix during Funds Week Miami 2025! ?? Our very own Nathan Paitchel, Skyler Steinke, and Judith M. Peterson were engaged in dynamic discussions on Enterprise AI, Tokenization, and Blockchain in Miami this week. Miami, you did not disappoint. Our team's conversations were not only insightful but also highlighted the transformative potential of these technologies in reshaping the financial landscape. A key takeaway from the week was the immense value of trusted partnerships and networking. We are excited to carry forward the insights and ideas shared, as we continue to push the boundaries of what's possible in the financial industry. Until next time, Miami! #FundsWeek2025 #EnterpriseAI #Tokenization #Blockchain #InnovationInFinance #TrustedPartnerships #Networking
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Great to see our CEO Kumar Ujjwal in the mix with FinTech4Good and the 1871 FinTech Innovation Lab!
?? Reflecting on an Incredible Journey with the 1871 FinTech Innovation Lab! ?? 47 fintech startups ?? 20+ global mentors ?? 4 immersive weeks ?? 50+ sessions ?? 1 unforgettable summit ?? Countless exciting conversations and opportunities created for both corporate partners and startups! Last week’s Innovation Summit was the perfect celebration of everything we achieved together. From creative sparks to meaningful connections, the FinTech Innovation Lab demonstrated the incredible impact a thoughtfully designed program, crafted to empower innovators and shape the future of finance, can achieve. A heartfelt thank you to everyone who contributed to this amazing program—the startups, mentors, corporate partners, and the incredible 1871 team! ?? It was truly an honor to be part of this journey. A huge shoutout to some of the incredible founders in this cohort! Due to LinkedIn’s limitations, I can only mention a few, but I’m immensely proud of all 47 founders in this group. If you’re looking to partner with some of the most exceptional innovators in FinTech, don’t hesitate to connect with them! ??? Amy Chou, Chief Product Officer, Addition Wealth James Y Kim, Founder, AlumSum Gaurav Singhal, CFA, FRM, CEO, Annuity Risk Bret Rietow, co-founder, COO, Apriority Financial, Inc. Saji Nair, CEO, BCube Analytics Inc. Xiuqi Cao, CEO, Chargeblast Brian Busche, co-founder, ChartObserver Kumar U., CEO, DwellFi Moataz Alobaid, CEO, Empowch Gavin Gillas, COO, Giving Docs and Brantley Boyett, co-founder, Giving Docs Jack Boudreau, CEO, Habits Inc. and Veera B. Budhi, CTO, Habits Inc George Chikovani, CEO, Metastable Mick Oppy, ceo, Neural Payments Victor Unda, CEO, OKY Yes, Tú Puedes Omar Hernandez, ceo, ONEBIT Cory Jaeger, Head of Business Development, Physis Investment Rachel Obenshain, President, Xeni ?? Ready to nominate a changemaker for 2025 AI 2030 Awards? Submit your nominations here: https://buff.ly/4hi6Dcb ?? Stay Connected & Engaged: ? LinkedIn Group: https://buff.ly/4jfcVLc ? AI 2030 Summit Series: https://buff.ly/4hbQRPS ? Join the Movement: https://buff.ly/3WiS0gK ? Join our Circle.so Portal: https://buff.ly/3DPSKDq #AI2030Awards #ResponsibleAI #AIInnovation #TechForGood #FutureOfAI AI 2030 FinTech4Good Xiaochen Z. #ai2030 #fintech4good #1871 #xiaochenzhang #ai2030member #chicagoaiweek #ai2030summit #Innovation #WEF2025 #Collaboration #ChicagoAIWeek #wef #worldbank #unitednations #unescap #sdgs #TechPulse2030 #Innovation #AI2030 #FinTech #Web3 #Sustainability #FutureTrends #ArtificialIntelligence #Governance #AIRevolution #QuantumComputing #Web3 #Leadership #LegalTech #ResponsibleAI #GlobalAI #AI2030 #WEF2025 #FintechInnovation #Collaboration #Startups #1871Chicago #InnovationSummit
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?? Heading to Miami? Connect with DwellFi 's CMO Judith M. Peterson, during Miami Funds Week 2025! DM Judith M. Peterson to schedule a coffee or cocktail in South Beach. #MiamiFundsWeek #FundTech #PrivateCapitalMarkets #Fintech
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A GUIDE FOR PRIVATE FUND MANAGERS || Evaluating AI in Fund Operations Panel Conversation This previously recorded panel conversation brings together featured experts and will cover: -The transformative potential of AI in fund operations. -Practical applications like enhancing compliance, streamlining reconciliation, and optimizing risk management. -Key evaluation criteria for selecting AI-enabled fund administrators. -Challenges and best practices for successful AI adoption. Our Featured Experts on the panel include: ?? Romulad Beneche,CPA Beneche, Director at AIMA - The Alternative Investment Management Association ??Mark Garbin, CFA, PRM, Lead Independent Director, Carlyle Private Credit Fund ???Skyler Steinke, Chief Revenue Officer, DwellFi Moderated by: ???Judith M. Peterson, Chief Marketing Officer, DwellFi Register Here: https://lu.ma/fki1xvpw Headed to Miami for Funds Week? Meet up with Skyler Steinke or Nathan Paitchel to learn more about why Enterprise AI at Fund Admins will be the choice for 2025 and beyond to scale your Private Fund or Family Office. #talktoDwellFi #iconnections #fundsweekmiami
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?? Heading to Miami? Connect with DwellFi 's Head of BD, Nathan Paitchel during Miami Funds Week 2025! DM Nathan Paitchel to schedule a coffee or cocktail in South Beach. #MiamiFundsWeek #FundTech #PrivateCapitalMarkets #Fintech
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?? Heading to Miami? Connect with DwellFi 's CRO, Skyler Steinke, during Miami Funds Week 2025! DM Skyler Steinke to schedule a coffee or cocktail in South Beach. #MiamiFundsWeek #FundTech #PrivateCapitalMarkets #Fintech
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