Vector Search

Who they are

The stealth financial startup was building a conversational AI platform for the financial advisory space—a domain where conversations are inherently long-form, context-dependent, and high-stakes. Unlike consumer chatbots that handle simple Q&A, financial advisory conversations span extended sessions covering portfolio strategy, risk tolerance, regulatory considerations, and market analysis. Users expected the system to remember prior discussions, build on established context, and provide increasingly informed guidance over time.