Beyond the “Data Moat”: Why AI Is Rewriting Financial Software
In a recent appearance on the Collide Podcast, Hunter Honnessy, CTO and Co-Founder of Unlimited.ai, discussed why he believes AI is not simply adding another layer to existing software, but fundamentally changing the economics, architecture, and organizational structure of financial technology itself.
Unlimited.ai Surpasses $700 Million in AUR Within First Quarter; Sets New Standard for AI-Native Wealth Management
We're proud to share that Unlimited.ai has surpassed $700 million in assets under reporting (AUR) within our first quarter in the market. The milestone reflects a broader shift across private capital as family offices move away from fragmented legacy systems toward full end-to-end, AI-native intelligence platforms. Read the full announcement below.
The Cartography of Capital: How Enhanced Entity Mapping Brings Clarity to Complex Wealth Structures
“I’ve never seen my portfolio this clear before.”
Tufte wrote that “graphical excellence consists of complex ideas communicated with clarity, precision, and efficiency.” Charles Eames said that “design is a plan for arranging elements in such a way as best to accomplish a particular purpose.” Harry Beck showed that a transit system becomes navigable not when you draw it accurately, but when you draw it clearly.
Featured in Mr. Family Office: "The Inflection Point For Family Office Technology"
Our CEO and Founder David Sawyer was featured in Mr Family Office — a publication reaching 75K+ family office professionals globally — discussing why the family office technology landscape is undergoing a fundamental shift.
What's New in March
The Unlimited.ai team ships with a relentless pace that's redefining what Family Offices should expect from their technology.
Why Forward-Deployed Engineers Are the Secret Weapon for AI in Legacy Industries
Our CTO Hunter Honnessy joined Mercury Fund's panel at the Ion to talk about the FDE model, and why it matters for private markets.
A baseline, not the ceiling - Unlimited.ai is now SOC 2 Type 2 Compliant
Family offices and RIAs trust us with their most sensitive portfolio data. That's not something we take lightly — it's something we build around.
Today, we're proud to announce that Unlimited.ai has achieved SOC 2 Type 2 compliance.
What’s New in February
We've been heads-down building, and v2.2.0 is the result—a landmark release packed with powerful new capabilities designed to give you deeper insight, faster workflows, and a more intuitive experience across your entire portfolio. Here’s everything that’s new.
Live from Future Proof, It's David Sawyer!
On September 9th, David Sawyer sat down with David Weisburd at the Future Proof Festival in Huntington Beach, CA. They recorded an episode of How I Invest live on the mainstage in front of a crowd of RIAs and family offices.