Qdeck.ai

Financial ServicesWashington, United States11-50 Employees

QdeckAI | The AI Co-Pilot for Financial Advisors

Qdeck is an enterprise-grade, AI-powered platform transforming how financial advisors and wealth platforms operate. Built on a patented, finance-native hybrid RAG architecture, Qdeck delivers auditable, explainable intelligence across the entire front office—from proposal generation and onboarding to portfolio insights, tax optimization, and compliance.

Designed as an OEM solution, Qdeck deploys seamlessly on-premise, in virtual private clouds, or via API—integrating into existing advisor tech stacks without disruption. Our Agent Studio introduces a new class of domain-specific AI agents that automate high-value workflows including client onboarding, meeting prep, compliance reviews, and post-call follow-ups.

With deep integrations across custodians, CRM systems, and market data providers, Qdeck empowers RIAs, wealth platforms, and enterprises to unify workflows, reduce operational friction, and deliver superior client outcomes—at a fraction of traditional costs.

Qdeck isn’t just AI for wealth management. It’s the operating system for the modern advisor. Please reach us at hello@qdeck.com

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