DwellFi

The DwellFi managed services catalog lists 18 services across 8 pillars, each with defined scope, client inputs, and turnaround times.

DwellFi Managed Services offers extraction, verification, and reconciliation at volume, reviewed by the client’s team and returned to their systems.

The architecture behind the OS. How DwellFi runs inside the customer's environment with deterministic, per-fund agents.

DwellFi ensures user data remains within their environment, running in their cloud region with no shared infrastructure and SOC 2 Type II compliance.

The DwellFi team provides insights on AI OS for fund operations, including guides on agentic AI, capital call and NAV reconciliation automation, compliance, and applied AI in finance for private markets.

How fund administrators and managers run extraction, reconciliation, and reporting with DwellFi in production.

Upcoming events, roundtables, and industry engagements with DwellFi.

Technical guides on fund operations, reconciliation, and applied AI, written by the DwellFi team.

A chief customer officer with 22 years of Tier-1 asset management operations experience, Christina (Galatro) Ortalano joins DwellFi to lead enterprise implementation and customer success after senior roles at Goldman Sachs and BNY Mellon.

DwellFi has been selected for Cohort 11 of the Northwestern Mutual Future Ventures Accelerator, gaining direct access to advisors, investment teams, and product feedback inside one of the largest financial services networks in the U.S.

Press coverage and company announcements from DwellFi.

TMF Group has chosen DwellFi as its strategic AI partner to elevate operations globally. Leading fund services provider embraces DwellFi's Sovereign Agentic OS to enhance operational efficiency and leverage AI as a growth multiplier.

DwellFi offers open roles to build its AI-native vertical platform for private markets.

DwellFi has open roles to build a platform for private markets.

DwellFi offers plans for fund administration and asset management, with AI-powered solutions and flexible pricing.

Claude Enterprise provides team assistance, while DwellFi automates fund-admin tasks such as agents, VDR, OCR, and deterministic reconciliation.

DwellFi distinguishes itself from AI comparisons by focusing on architecture, serving as the foundational layer for fund operations rather than an assistant.

A field test: Grok vs Claude vs DwellFi on one real brief.

The team building DwellFi.

The team building DwellFi.

The DwellFi team handles sales and security inquiries, responding within one business day.

DwellFi directs sales conversations to a founder and security questions to engineering, and says it responds within one business day.

DwellFi is a sovereign agentic OS for fund operations, automating capital calls, NAV reconciliation, and LP reporting inside an air-gapped environment.

Dwellfi offers an agentic OS for fund operations that automates capital calls, NAV reconciliation, and LP reporting within an air-gapped environment.

DwellFi’s privacy policy explains how its sovereign, air-gapped AI for fund operations collects, processes, and protects data, including SOC 2 controls and user rights.

The legal disclaimer for DwellFi details the terms governing use of its AI for fund operations, liability limits, and how information across the platform should be interpreted.

The terms of use for DwellFi outline acceptable use, account responsibilities, intellectual property, and the service agreement for its institutional-grade AI platform.

DwellFi, TMF Group, and Alpha FMC are organizing an executive roundtable in Dubai to discuss the real economic impact of AI in private markets. The event brings together industry leaders to explore practical applications and financial implications of AI adoption. Participants will examine how AI reshapes investment strategies and operational efficiencies in private equity and venture capital.

Oct 2026DwellFiNews article

DwellFi hires Christina Ortalano as its first Chief Customer Officer. Ortalano brings 22 years of experience in Tier-1 asset management operations from roles at Goldman Sachs and BNY Mellon. She will lead enterprise implementation and customer success at DwellFi.

Sep 2026DwellFiNews article

DwellFi secures a spot in **Cohort 11** of Northwestern Mutual’s Future Ventures Accelerator. The fintech startup gains access to advisors, investment teams, and product feedback within Northwestern Mutual’s extensive financial services network, one of the largest in the U.S. This program supports early-stage companies through mentorship and industry connections.

Aug 2026DwellFiNews article

Northwestern Mutual and gener8tor have selected five startups for the Summer 2026 cohort of their accelerator program. This marks the 11th cohort since the Northwestern Mutual Accelerator launched in 2021. The program supports early-stage companies through mentorship and resources.

Aug 2026gener8torNews article