DwellFi Company Profile, Contacts & Intelligence

Financial ServicesPalo Alto, California, United States28 employeesFounded 2021
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
28
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts

DwellFi Overview

DwellFi transforms private markets through vertical AI, solving the industry's biggest challenges: manual workflows, data fragmentation, and liquidity constraints. Our SOC-2 certified platform delivers immediate value to Fund Administrators, Family Offices, Private Equity, Hedge Funds, and Venture Capital with: Vertical AI That Generates Alpha • Purpose-built AI agents that complete end-to-end fund workflows • Secure knowledge libraries that make fund data instantly queryable • Orchestration of specialized models for complex financial tasks Real Operational Impact • AI agents automate DDQ processing, cash reconciliation, and capital calls • Knowledge libraries turn GB/TB of documents into conversational insights • Custom AI workflows tailored to your specific operational needs • Operational efficiency gains of 70-90% with higher accuracy Tokenization That Drives Liquidity • Chain-agnostic platform for maximum flexibility • Enable on-chain settlement of secondaries in days, not months • Provide instant lending against fund positions • Maintain security and compliance while unlocking value Unlike horizontal solutions, DwellFi is engineered specifically for private market workflows. Our specialized AI agents understand waterfall calculations, side letter provisions, limited partnership agreements, and regulatory requirements, completing complex tasks without constant oversight. Join leading firms already using DwellFi to unlock operational alpha while delivering better service to their investors.

Headquarters
Palo Alto, California, United States
Website
dwell.fi
Industry
Financial Services
Founded
2021
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Palo Alto

DwellFi Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.

DwellFi People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Matthieu Garlock
Revops @ Equitybee - Certified Revenue
EP
D
Daniel Ibarra
Trusted Advisor to Founders and Ceos
E
S
Sachin Vasudeva
Vp/gm AI Product Management
P
Peter Coats
SVP Strategy & Corporate
E

DwellFi Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
VP / Head
1

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