About coreIntelligence
Leading the AI revolution in wealth management
coreIntelligence builds AI agents for Swiss wealth managers.
We started with a simple observation: portfolio managers spend more time searching for data than making decisions. Meeting prep takes an hour. Compliance checks are manual. Client knowledge lives in inboxes and spreadsheets. The tools exist to fix this, they just haven't been built for this industry.
So we built them.
Our platform connects to your portfolio management system through the OpenWealth standard, and to the rest of your infrastructure: Email, SharePoint, internal documents. It turns scattered data into something you can talk to: ask in plain language and get answers in seconds, across every mandate, with full context.
We are a team of AI engineers based in Zurich. We've spent the last 18 months doing one thing: understanding how wealth managers actually work, then building agents that fit into that reality. Not the other way around.
Everything runs on Swiss infrastructure of your choice. Your data stays in Switzerland. You own the platform. You keep control over all of your data.
coreIntelligence - AI that works where you work.
Company Values
Excellence
We pursue excellence in everything we do, from code to customer service.
Transparency
We believe in transparent AI that customers and regulators can trust.
Security
We protect financial data with the highest security standards in the industry.
Innovation
We constantly push the boundaries of what AI can do in financial services.
Responsibility
We develop AI with ethical considerations and regulatory compliance at the forefront.
Join us in shaping the future of finance
Whether you're a potential client, partner, or team member, we invite you to be part of our mission to transform wealth management through AI.