DwellFi
Financial Services
Palo Alto, California, United States
28 employees
- Employees
- 28
- Contacts
- 3
- Emails
- 3
- Phones
- 1
DwellFi Overview
- Headquarters
- Palo Alto, California, United States
- Website
- dwell.fi
- Industry
- Financial Services
- Employees
- 28
- Founded
- 2021
- Funding
- 300.0K
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About DwellFi
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.
DwellFi Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
DwellFi Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthieu Garlock | Revops @ Equitybee - Certified Revenue | Palo Alto, California, United States |
Email
Phone
|
| Daniel Ibarra | Trusted Advisor to Founders and Ceos | San Francisco Bay Area, United States |
Email
|
| Sachin Vasudeva | Vp/gm AI Product Management |
View
|
|
| Peter Coats | SVP Strategy & Corporate | San Francisco, California, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
VP / Head
1 profile
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