Greg Capello
I build AI-integrated operations for investment firms.
Most firms are spending on AI and getting nothing operational out of it. I'm a FINRA-registered capital markets operator (Series 7/63) who wired AI into my own firm — investor CRM, automated outreach, LLM-based data classification, live at 11K+ sessions a week — and I do the same for RIAs, family offices, and fund managers. 20+ years in financial technology. Named inventor on US Patent 11,403,315.
Operations & AI Audit
Start HereI map your firm's operations end to end and deliver a prioritized, build-ready roadmap of what's actually worth automating — and what isn't.
Platform Builds
Fixed-price builds, architecture through production. The systems I've already built for my own firm, built for yours.
Fractional CTO / Chief AI Officer
Ongoing technical leadership for firms that need a senior technologist who owns AI strategy — without the full-time hire.
20 minutes. We talk through your operations and whether the audit makes sense. No pitch deck, no obligation.
Two weeks inside your workflows, systems, and data. Fixed fee — $5,000, no surprises.
A prioritized, build-ready plan with costs. Build it with me, with your team, or not at all — the fee is credited if we build together.
PremierAltsIQ
Live in ProductionThe problem: running a secondary brokerage on spreadsheets and manual outreach. The build: a data intelligence platform for the PE secondary market — database architecture, automated data pipelines, LLM-based classification, campaign automation, and an AI-native query layer, designed and built solo. The result: an institutional-grade coverage model run by one person, serving institutional investors, placement agents, and family offices.
AgileView
US Patent 11,403,315The problem: enterprise program visibility scattered across Jira, SharePoint, and status decks at Bank of America. The build: an enterprise program management platform — I designed the vision and architecture and led a team of 10 engineers. The result: 15,000+ daily users across the organization, a US patent, and the 2019 Enterprise Innovation Award.
Most AI consultants have never worked inside an investment firm. Most financial-services veterans can't build software. I've run trading and operations for a $5.5B asset manager, hold active Series 7/63 licenses, operate a secondary brokerage business today, and personally architect and ship production systems. When I audit your operations, I'm not guessing what a fund or advisory firm does all day — I've done the job, and I've automated it.
Start with the audit.
$5,000 fixed fee. In two weeks you get a prioritized, build-ready roadmap of what's worth automating in your firm — and a clear-eyed list of what isn't. If we go on to build together, the audit fee is credited toward the engagement.
Book an intro call →Registered agent of GT Securities. Member FINRA/ SIPC. Find broker dealer and its agents on BrokerCheck. Consulting services are provided independently of GT Securities and do not involve securities transactions.