Astraeus, founded by former MoneyLion executives Phill Rosen (former global CTO) and Jon Stevenson (former SVP of corporate development and wealth management), has unveiled an AI-native infrastructure platform for WEALTHTECH firms that provides AI systems with the firm-level context required to function within a regulated advisory setting, having raised more than $10 million from Fintech Collective, F-Prime, Walkabout Ventures, and Plug and Play Ventures. The platform’s central innovation is a semantic layer and ontology that maps connections between clients, advisers, accounts, products, fees, policies, and regulatory obligations, enabling any AI model to operate with complete firm-specific context without being locked to a single model provider. Astraeus serves registered investment advisories, wealth technology providers, private equity groups, and consulting firms rebuilding core systems around AI-based operating structures, as the wealth management industry confronts the reality that AI tools are only as useful as the business context available to them.

Astraeus Unveils AI-Native Infrastructure Platform for Wealth Firms