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. Three tiers — Individual, Family, and RIA — each delivering a full Planning Suite and Financial Suite built on institutional-grade analysis.

LIVE IN PRODUCTION
ClearView
Financial
getclearview.ai

A privacy-first financial planning and analysis platform. Connect via Plaid, analyze true money-weighted returns, model retirement with Monte Carlo simulation, and track your complete net worth. Available for individuals, families, and RIA advisors.

Connect with ClearView™ →
Planning Suite
  • Risk Profile — 6-question questionnaire, tolerance score, drift detection
  • Wealth Builder — 401(k) + match, 2,000 Monte Carlo trials, IRS COLA limits
  • Retirement Simulator — 10,000 trials, fan chart, Blanchett curve, RMD schedule
  • Roth Conversion Optimizer — bracket targeting, IRMAA guard, lifetime tax savings
Financial Suite
  • Investments — true IRR, asset allocation, fee analysis, ETF look-through
  • Banking & Cash Flow — checking, savings, credit cards, auto-categorized
  • Balance Sheet & Net Worth — real estate, crypto, precious metals, liabilities
  • Transactions — unified grid, categories, filters, CSV export
Individual
ClearView
Full planning & financial suite for your own finances. Up to 5 connected institutions.
Family
ClearView Family
Advisor-style view for up to 5 family members. Magic link onboarding, 3 institutions per member.
Advisor
ClearView RIA
Full client roster management. Per-client planning suite, PDF reports, firm-level data control.

Get in touch.

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