Financial AI
Research, risk, and operating workflows
- Market and filing monitoring
- Diligence and document review
- Dashboards connected to internal data
Menlo Park, CaliforniaAI systems for finance and healthcare.
We scope, build, and hand off secure AI pilots for funds, clinics, and operating teams.
2-6 wk
pilot builds
24h
initial scope
3
focus areas: finance, medical, ops
What we build
Focused pilots with production paths.
Workflow scoping
Agent design
RAG systems
Data pipelines
Security review
Pilot delivery
Services
Focused AI services for project-ready teams.
Healthcare AI Consulting
Healthcare AI Consulting
Secure healthcare AI consulting for intake, revenue-cycle, records, care navigation, and operational automation pilots.
healthcare ai consulting
AI Agent Development Services
AI Agent Development
Custom AI agent development services for finance, healthcare, research, operations, and internal workflow automation.
ai agent development services
RAG Development Services
RAG Development
Custom RAG development services for secure search, document intelligence, internal knowledge bases, and AI workflow grounding.
rag development services
Financial Services AI
Financial Services AI
Generative AI consulting for financial services, including research agents, document review, monitoring, dashboards, and secure internal workflows.
generative ai for financial services
AI Consulting Services
AI Consulting
AI consulting services for secure pilots, workflow automation, RAG systems, AI agents, and production handoff.
ai consulting services
Selected work
Products we have helped build.
Healthcare, finance, supply chain, and operator tools with real users and real data.
Enterprise CX AI
Cresta
Customer experience AI
Enterprise agents, automation, analytics, and real-time support tools.
Open →
Healthcare RCM
AKASA
Healthcare operations AI
Automation for clinical, coding, CDI, and revenue-cycle teams.
Open →
Precision Medicine
ArteraAI
Oncology AI
AI products for cancer risk, prognosis, and treatment decisions.
Open →
Supply Chain AI
SupplyWhy
Manufacturing AI
Multi-agent systems for supply-chain profit intelligence.
Open →
Financial Intelligence
Congressional Trader
Trading data product
Congressional disclosure tracking, alerts, and market context.
Open →
Payments Workflow
BringMe Money
Payment follow-up tool
Late-invoice reminders and follow-up planning for service businesses.
Open →
Focus areas
Finance, healthcare, and operations.
We focus on workflows where data quality, permissions, and adoption decide whether AI is useful.
Medical AI
Healthcare workflow automation
- Patient intake and care navigation
- Medical record summarization
- Secure architecture for sensitive data
Leadership
Founder-led delivery, senior advisors when needed.
A small team covering AI architecture, product execution, security, infrastructure, and strategic introductions.
Shan HuangFounder
Jiantao LiStrategic Partner
Scott HoriStrategic Advisor
Eric ZhuTechnical Advisor
How we work
Scope, build, hand off.
01
Scope
Workflow, users, data sources, security constraints, and success metric.
02
Build
A focused pilot with real data paths, role-based UX, and quality checks.
03
Handoff
Architecture, risks, maintenance notes, and next release plan.
Moonveil AI Inc.