About Palmient
A boutique firm built for the managers that don't have the time for AI.
Palmient is an AI consulting firm for asset and wealth managers under $5B in AUM. Large firms have technology teams and budgets to work out where AI fits. Firms your size may have neither, but you're responsible for investing, advising and assisting your clients while trying to figure out AI. Palmient will train your team, figure out which problems AI can solve, and build the solution ourselves. The name is literal: palm + client, an old-fashioned handshake agreement that we'll always get it done.
Meet Ryan
A combination of finance, engineering, and hands-on delivery.
Most AI consultants can't speak to how an asset or wealth manager actually runs. Most investment professionals haven't run a technology project. I can help with both.
My path wasn't a straight line: mechanical engineering, then oil & gas, then an MBA at Ivey, then three years in equity research working with asset and wealth managers, then a coding bootcamp, and finally four years delivering technology programs inside some of North America's largest banks. That range allows me to sit between your business and the technology and actually get something built.
What we do
Three ways to work with us
Get your team comfortable with AI, figure out where it actually helps, then build it and keep it running.
Training
Fundamentals · Advanced
Get your team comfortable with AI before you spend real money on it.
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Fundamentals: a 1.5-hour session on what AI is, how the pieces fit together, and what these tools can do beyond answering questions
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Advanced: a 4-hour hands-on session where we set up AI with your firm’s context and put it to work on real tasks
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Your team leaves with a shared vocabulary for AI and a working setup they can keep building on
Advisory
Diagnosis · Full Assessment
Figure out where AI actually helps before you build anything.
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Diagnosis: a one-hour call through your pain points, then a written summary within a week on what AI can solve, what it can’t, and what to do first
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Full Assessment: three to six weeks of interviews with your team and your vendors, ending in a ranked list of recommendations
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A roadmap with milestones, starting with a quick win, and a detailed plan for delivering each one
Implementation
Build · Support
Build it, then make sure it keeps working.
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Automation workflows, AI agents, chatbots and dashboards, built with your team involved along the way
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A working solution that belongs to you, fully documented, with checkpoints so your team understands how it all works
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Monthly support if needed. Fixes when something breaks, a scheduled check-in, and adjustments as your team finds new ways to use what we built
Why Palmient
Why financial services leaders bring us in.
The big firms staff your program with juniors. The staffing shops just place a body.
1
Delivery track record
We've worked with large, complex institutions that have high expectations. Every engagement to date has come from a referral, because the work was good enough that people staked their reputation on recommending us.
2
Built for hard programs
The political, ambiguous, high-stakes work that overwhelms internal teams is exactly where we're most useful. We've navigated it before, and we know how to keep a program moving when it matters most.
3
A senior, every time
No pyramid of junior consultants billing while they learn. The person who wins the work is the person who does the work with full ownership and accountability.
4
Backed by a standardized method
Behind every engagement is the same method. Our process, playbooks and cadences have been refined inside the largest financial instituions. It's how the same standard shows up every time.
Work with us
Wondering where AI fits at your firm?
Tell us a bit about what's eating your team's time. If it's a fit, we'll set up a call. If it's not, we'll point you in a better direction.
Response within one business day
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