Private AI for private firms.

Every professional firm is being sold AI right now, and nearly all of it comes with the same quiet condition: send us your client data and trust us with it. For a wealth manager, that data is the business. The holdings, the family situations, the notes from twenty years of reviews. It is exactly the information a firm should be least willing to pipe into someone else's cloud.

Vaulden takes the opposite bet. The intelligence comes to the data, not the other way around. The models run on your hardware. The facts are computed by ordinary code that can be read, tested, and audited, and each alert carries the evidence behind it. The model is only allowed to phrase what the code already established. It never picks the records, never does the math, and never decides what is true.

We build for wealth management first, because no industry answers harder questions from regulators. But the shape of the product fits any firm whose client records are its livelihood.

In a castle, the keep is the innermost stronghold: the room the walls exist for. Ours is a small, silent machine that arrives configured and plugs into your office network. Everything Vaulden does happens inside it.

Install is an afternoon, not a project. Power, network, done. The Keep finds your CRM over your own LAN, takes a read-only snapshot, and builds your first briefing the same day. No firm-wide migration, no retraining, no new logins for every advisor.

Ownership means what it used to. The Keep is your property on your premises. There is no per-seat meter running, no data processing addendum to negotiate, and no terms-of-service update that can change what happens to your book.

One adapter per CRM. The only code that knows your vendor exists. It returns a normalized snapshot where every fact is tagged with its source record. Switching CRMs means swapping one adapter, not the product.

A deterministic core. Pure functions turn the snapshot into alerts, each with a structured evidence object: the record, the dates, the fields at fault, and the rule's own text.

A guarded model. The local model phrases facts it is handed. A deterministic guard then scans every output and blocks investment advice, performance claims, and unfaithful numbers before a person ever sees them.

The Keep is a single machine on your own network. There is no vendor queue in front of your question, no per-seat metering behind it, and no status page between you and your book. The deterministic core answers in milliseconds; the local model answers in seconds; and you choose the model, trading speed for depth from a menu on the settings screen.

Reliability is a floor, not a feature. If the model ever misbehaves, the exact deterministic answer stands in for it. If the internet goes out, the briefing still builds. Your data was already in the room.