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Build production-grade financial platforms powered by AI. Wealth management, equity research, investment banking, private equity - describe what you want, naffe.ai builds it.

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41 skills. 38 commands. 11 data sources.

naffe.ai integrates Anthropic's open-source financial services plugin ecosystem - the same tools used by investment banks, PE firms, and wealth managers. Your platform gets institutional-grade AI from day one.

Wealth Management

Build client-facing platforms that advisors actually want to use. AI handles the analysis so advisors focus on relationships.

Client meeting prep - AI reviews portfolio performance, recent transactions, market events, and generates a briefing before every meeting.

Financial plan generation - Build retirement projections, estate plans, and goal-based strategies. AI stress-tests assumptions across market scenarios.

Portfolio rebalancing - Drift detection, tax-loss harvesting opportunities, and rebalancing recommendations - all automated.

Client reporting - Quarterly performance reports, year-end summaries, and ad-hoc analyses generated automatically with your branding.

Investment Banking

Automate the grunt work. AI builds models, drafts materials, and tracks deals so your team focuses on execution.

CIM drafting - Generate Confidential Information Memoranda from financial data and company materials. AI writes, you review.

Merger models - Accretion/dilution analysis, synergy modeling, and pro forma financials built automatically from live data.

Buyer list generation - AI screens strategic and financial buyers, scores fit, and generates outreach-ready profiles.

Deal tracking - Live milestone tracking across all active mandates. Status updates, next steps, and risk flags in one view.

Equity Research

From earnings to published report in one session. AI pulls data, runs analysis, and drafts publication-ready research.

Earnings updates - AI analyzes quarterly results, compares to estimates, updates models, and drafts the note - all from the transcript.

Initiating coverage - Industry analysis, competitive positioning, financial modeling, and valuation - structured into your report format.

Catalyst tracking - Automated monitoring of upcoming events, regulatory decisions, and macro triggers that affect your coverage.

Idea screening - AI screens for investment opportunities based on your criteria - valuation, momentum, quality, or custom factors.

Private Equity

Source, screen, diligence, and monitor - the full deal lifecycle with AI doing the heavy analytical lifting.

Deal sourcing - AI screens targets by sector, size, growth, and margin profile. Generates one-pagers for pipeline review.

Due diligence - Automated checklists, data room analysis, quality of earnings review, and risk flagging across hundreds of documents.

IC memos - Investment committee memoranda generated from your diligence findings, financial models, and deal terms.

Portfolio monitoring - KPI dashboards across portfolio companies. AI flags underperformance, tracks value creation, and prepares LP reports.

Real financial modeling. Not templates.

AI builds fully functional models with live formulas, sensitivity tables, and color-coded assumptions. Just tell it what you need.

Comparable company analysis

/comps [company]

DCF valuation models

/dcf [company]

LBO models

/lbo [company]

3-statement financials

/model [company]

Merger models

/merger [acquirer] [target]

Earnings analysis

/earnings [company] [quarter]

Connected to the data that matters.

11 institutional data providers pre-integrated. Real market data, not mock numbers.

S&P

S&P Global

Company data, credit ratings, market intelligence

Morningstar

Fund analytics, investment research, ESG data

FactSet

Financial data, analytics, portfolio management

LSEG

Bond pricing, yield curves, FX, options valuation

Moody's

Credit risk, structured finance, economic data

PitchBook

Private market data, VC/PE deal flow, valuations

Daloopa

Automated financial data extraction from filings

Aiera

Earnings call transcripts, event intelligence

MT Newswires

Real-time financial news and market alerts

Chronograph

Private equity portfolio analytics and reporting

Egnyte

Secure document management and data rooms

Your stack

Stripe, QuickBooks, Google Sheets, and 40+ more via naffe.ai connectors

Production infrastructure, not a prototype.

When you publish, naffe.ai provisions a full backend. Your financial platform is enterprise-grade from day one.

Real database

PostgreSQL with row-level security. Client data is isolated, encrypted at rest, and queryable. Not a spreadsheet - a real backend.

Authentication and roles

User login, role-based access control. Advisors see their clients, analysts see their coverage. Multi-tenant by default.

Compliance-ready

Audit logging, data encryption, access controls, and retention policies. Built for financial data from the ground up.

Ship in minutes

Describe your platform in plain English. Get a working prototype. Edit with AI. Publish to your own domain. All in one session.

Custom domain

Publish to yourfirm.com. White-label ready. SSL included. Your clients see your brand, not ours.

Payments built in

Stripe integration from day one. Charge clients, manage subscriptions, handle invoicing. Revenue on launch day.

From idea to live platform in minutes.

Describe

Tell naffe.ai what financial platform you need. A wealth dashboard, a research tool, a PE deal tracker - anything.

AI builds it

Claude Opus generates your full application with financial modeling skills, data connectors, and institutional-grade AI built in.

Customize

Edit anything with AI. Add your branding, swap data sources, adjust workflows. Just describe what you want changed.

Publish

One click to go live. Database, auth, SSL, custom domain. Your clients and team start using it today.

Just describe what you want.

Example prompt

"Build me a wealth management dashboard for financial advisors. Show client portfolios with asset allocation charts, performance tracking, risk scores, and a built-in AI that can run comps, build DCF models, and answer questions about any client's holdings. Connect to Morningstar for fund data and Stripe for billing. Include a client portal with secure document sharing."

This becomes a working application with live AI, institutional data feeds, a real database, and user authentication. Published to your domain.