Enterprise AI,
built for advisors.
Mindfulware is a veteran-founded AI and machine learning engineering firm partnering with financial advisors, HNW (high net worth) wealth advisors, and insurance brokerages. We speak your language — suitability, KYC, AUM, policy illustrations, carrier feeds — and engineer bespoke systems around your book, your stack, and your compliance reality.
The AI Advisor for the Advisor.
We build for the people who advise the people. Financial advisors, NAIFA members, HNW (high net worth) wealth advisors, and insurance brokerages get systems engineered around their workflows, their compliance posture, and the lingo they actually use.
Independent Financial Advisors
NAIFA members and independent practices scaling client service without scaling headcount.
HNW & Family Office Advisors
Bespoke models for complex portfolios, multi-entity reporting, and white-glove client experiences.
Insurance Brokerages
Carrier feeds, policy illustrations, underwriting workflows, and producer enablement — automated.
Compliance-First Teams
Suitability, KYC/AML, and recordkeeping built in from day one — not bolted on after.
A full-stack AI engineering practice.
We design, build, and operate the systems that put machine learning into production — from data foundations to deployed models and the interfaces around them.
Custom ML Models
Purpose-built machine learning models designed around your data, objectives, and operational constraints.
Neural Networks
Deep learning architectures engineered for accuracy, efficiency, and production-grade reliability.
Predictive Analytics
Forecasting and decision-support systems that turn historical signal into forward-looking insight.
Secure AI Systems
Enterprise-grade security, governance, and compliance built into every layer of the stack.
Real-Time Processing
Low-latency inference and streaming pipelines for time-critical, mission-sensitive workloads.
Data Engineering
Resilient pipelines and warehousing that turn raw, fragmented data into trusted intelligence.
Engineering rigor, end to end.
A disciplined process that de-risks delivery and produces systems your teams can trust in production.
Discover
We immerse in your business, data, and constraints — defining the problem, success criteria, and the path to measurable impact.
Design
Solution architecture, model selection, data strategy, and integration plan — reviewed against security, scale, and operational fit.
Engineer
Senior engineers build the system in tight iterations: clean code, rigorous testing, and transparent progress against milestones.
Deploy & Support
We ship to production and stand behind it — monitoring, tuning, and evolving the system as your business grows.
Leave with an AI capability your team owns and your compliance officer has already cleared.
Built for NAIFA members, RIAs, and insurance leaders who need predictable scope and defensible compliance. Founder-led, not an agency pod or a self-serve platform: you work directly with me, and the system, the IP, and the audit trail are yours. Start small, prove value, then scale on your terms.
Discovery Sprint
2–3 weeks · fixed fee
Two to three weeks from kickoff, you walk into your next leadership meeting knowing which AI use case to fund first, what it costs, and how it clears compliance. We map your book, data, carrier feeds, and compliance posture into a prioritized roadmap.
- Working sessions with advisors, ops, and compliance
- Data, CRM, and carrier-feed audit (Redtail, Wealthbox, AMS360, etc.)
- Use-case shortlist scored by ROI, risk, and feasibility
- Written roadmap with build-vs-buy recommendations
The same audit-to-roadmap approach behind AdvisorListen, now live with NAIFA Alabama.
Pilot Build
6–10 weeks · scoped SOW
One high-impact use case running in production inside your environment, ready to put in front of pilot advisors and your compliance officer in the same week. Engineered end-to-end, with suitability and recordkeeping baked in.
- Bespoke model or workflow shipped to a pilot group
- Integrated with your CRM, illustration tools, and carrier APIs
- Compliance, audit logging, and reviewer workflows from day one
- Advisor training, change management, and rollout playbook
AdvisorListen runs a compliant, audit-logged daily intelligence brief in production today.
Ongoing Partnership
Monthly retainer
Your AI stack stays current as carriers, regulations, and your practice change, with a partner who is still there a year later. A dedicated engineering bench measured against your practice outcomes, not ticket counts.
- SLA-backed support and monitoring across time zones
- Model retraining, prompt tuning, and accuracy reviews
- Roadmap planning aligned to AUM growth and new product lines
- Quarterly business reviews with measurable practice outcomes
A 26-year partner to UA Local 52, building and maintaining systems that stay in service.
Not sure where to start? Most advisor practices and brokerages begin with a Discovery Sprint so we can quantify impact before any build commitment.
Work one-on-one with the founder. Fully scoped. Never open-ended.
Most advisor practices and brokerages don't need another vendor — they need a senior engineer in the room. Pick a sprint with a defined start, finish, and price agreed up front.
- Fixed scope, fixed timeline, fixed price — no open-ended retainers
- Direct collaboration with the founder, not a junior account team
- Concrete artifacts at the end: roadmap, prototype, or shipped pilot
1-Day Working Session
Diagnose a single advisor or brokerage use case end-to-end and leave with an opinionated build plan.
- Pre-call intake form and async context review
- Up to 6 hours of live working time with the founder
- Written one-page recommendation (build, buy, or skip)
- Reference architecture sketch for the chosen direction
- No code, prototypes, or data integrations
- No vendor evaluation matrix or RFP authoring
- No follow-on hours bundled in
2-Week Discovery Sprint
A scoped audit of your book, data, and compliance posture that ends in a prioritized AI roadmap and a pilot proposal.
- Stakeholder interviews with advisors, ops, and compliance
- Data, CRM, and carrier-feed audit (read-only access)
- Use-case shortlist scored by ROI, risk, and feasibility
- Written roadmap + scoped SOW for the recommended pilot
- Two readout sessions (mid-sprint and final)
- No production code or model training
- No changes to live systems or client-facing tools
- No compliance certification or legal opinion
4-Week Prototype Sprint
Build one working prototype against your real data — demo-ready for internal stakeholders and pilot users.
- One use case engineered end-to-end (model, UI, and workflow)
- Integration with one CRM and up to two carrier or data sources
- Reviewer-in-the-loop, audit logging, and basic eval harness
- Deployed in a sandbox tenant under your cloud account
- Live demo, source code handover, and rollout recommendation
- No production rollout to client-facing channels
- No SOC 2 / ISO certification work (posture, not audit)
- No ongoing support — covered by separate retainer if desired
Compare the three sprints side by side
| Dimension | 1-Day Working Session | 2-Week Discovery SprintMost chosen | 4-Week Prototype Sprint |
|---|---|---|---|
| Best for | Pressure-testing a single idea or vendor pitch | Choosing where to invest across many use cases | Proving one use case works on your real data |
| Primary outcome | One-page written recommendation | Prioritized roadmap + scoped pilot SOW | Working prototype + source code handover |
| Timeline | 1 business day | 10 business days | 20 business days |
| Fixed price | $2,500 | $18,000 | $48,000 |
| Founder time | Up to 6 hours live | Lead engineer across the sprint | Lead engineer + hands-on build |
| Your effort | 1 intake call + async context | 3–5 stakeholder interviews + data access | Sandbox tenant, CRM + 1–2 data sources |
| Data access | None required | Read-only audit access | Sandbox / non-prod write access |
| Deliverables | Recommendation + architecture sketch | Roadmap, audit notes, pilot SOW | Prototype, eval harness, demo, code |
| Production rollout | Not included | Not included | Not included (separate engagement) |
| Compliance certification | Not included | Posture review, not certification | Posture review, not certification |
| Ongoing support | Not included | Not included | Optional retainer afterward |
| Typical lead time | Within 2 weeks | Within 3 weeks | Within 4 weeks |
Prices are USD, exclude applicable taxes, and are payable 50% at kickoff / 50% at delivery. Every sprint ends with a clear decision point — continue, hand off, or walk away. No auto-renewing scope.
Have a different scope in mind?Production systems for serious operators.
A representative slice of platforms we've designed, built, and shipped across regulated industries and data-intensive domains.
A senior engineering partner you can trust with the hard problems.
Mindfulware was founded by a U.S. Air Force Computer Science Officer who understood that real enterprises require real engineering — not packaged answers to bespoke problems.
Our global team spans five time zones, giving every engagement round-the-clock momentum. We engineer every solution from first principles, with the rigor enterprise software demands.
Veteran-founded discipline
Founded by a U.S. Air Force Computer Science Officer who learned firsthand that one-size-fits-all software fails in the real world.
Global delivery, 24/7
A senior team distributed across five time zones provides round-the-clock progress, review, and response.
Custom-engineered, always
Every system is built from scratch to match your data, workflows, and constraints — never retrofitted from a template.
What advisors and brokerage leaders ask first.
Straight answers on security, data handling, model customization, and compliance — the questions your CISO, CCO, and carrier partners will ask before signing.
Ready to build something great?
Tell us about the problem. We'll respond within one business day with a clear next step.
- info@mindfulware.com
- +1 (334) 221-3282
- 8230 Old Federal Road, Montgomery, AL 36117