Est. 2026  ·  Sarasota, FL  ·  L26000086531

Engineering trust in the age of autonomous agents.

Fiducia AI Labs is a boutique fintech AI studio building privacy-first financial intelligence software. We believe every person deserves the clarity and tools that institutional investors take for granted.


1 Product in production
12,000+ Financial institutions via Plaid
10,000 Monte Carlo trials per simulation
100% Privacy-first · Zero data sales

What we build.

Fintech software at the intersection of agentic AI, privacy engineering, and institutional-grade financial analysis.

🧮
Financial Planning Intelligence

Monte Carlo simulation engines, tax optimization models, and retirement planning tools built to the standard of professional advisory software — accessible to everyone.

🔗
Secure Data Orchestration

Privacy-first pipelines connecting Plaid, custodial data, and user-provided sources into a unified financial picture. AES-256 encrypted at rest, zero third-party data monetization.

🤖
Agentic Workflows

AI-driven financial analysis that works continuously — monitoring, alerting, and surfacing insights without requiring manual input. The foundation for tomorrow's Digital CIO.

🏛️
RIA & Advisor Infrastructure

Multi-tenant advisor platforms that let financial professionals onboard clients, view complete portfolios, and run planning simulations — without enterprise software licensing costs.


The fiduciary standard — applied to software.

A fiduciary acts in your best interest. We named this company Fiducia because we believe that standard should apply to every tool we build.

01 // LOYALTY
Duty of Loyalty

No AUM fees. No commissions. No product recommendations. Our only incentive is your clarity.

02 // CARE
Duty of Care

Institutional-grade analysis: true IRR, Monte Carlo simulation, tax bracket modeling. Decisions grounded in data.

03 // DISCLOSURE
Duty of Disclosure

Hidden fees surfaced. Real returns calculated. IRS limits projected. The numbers your brokerage statement obscures.

04 // CONFIDENTIALITY
Duty of Confidentiality

Your financial data is yours alone. Encrypted. Never sold. Export or delete everything, anytime.


Flagship product.

ClearView is live in production. Connecting your financial life — investments, real estate, retirement, and wealth-building — into one honest picture.

LIVE IN PRODUCTION
ClearView
Financial
getclearview.ai

A privacy-first investment performance analysis and financial planning platform. Connect your accounts via Plaid, analyze true returns, model retirement with Monte Carlo simulation, and optimize your tax strategy with the Roth Conversion Optimizer.

Connect with ClearView™ →
  • Wealth Builder — 401(k) + employer match projections, IRS limit schedule, SECURE 2.0 catch-up
  • Retirement Simulator — 10,000 Monte Carlo trials, fan chart, spending heatmap
  • Roth Conversion Optimizer — bracket targeting, IRMAA guard, lifetime tax savings
  • Complete Balance Sheet — investments, real estate, crypto, precious metals, liabilities
  • True investment performance — money-weighted IRR, not time-weighted
  • RIA multi-tenancy — advisor dashboard, client onboarding, firm-level data control
  • 12,000+ institutions via Plaid Production · AES-256 encrypted

Get in touch.

Partnerships, RIA access, press inquiries, or just to say hello.