Enterprise-grade AI, automation, and applications for professional services firms.

Built by an operator. Delivered at studio speed.

For RIAs and boutique law firms who need real systems, not a brochure with a chatbot bolted on.

FIG. 01 — FOUR PILLARS, ONE STACKLIVE

Financial-services operator background

Built to fit SEC/FINRA and state-bar requirements

Solo point of accountability, not a support queue

NDA available before discovery

Positioning

One build layer. No vendor lock-in for what runs in your systems.

We build with one AI lab, exclusively — Claude, for chat, design, and code. What we deploy inside your systems is chosen for fit against your use case, not locked to one vendor.

Our build layer

Claude — exclusively

Chat for strategy, design for UX/UI direction, Claude Code for implementation. Real, version-controlled code — no no-code intermediary.

What we deploy for you

Claude · OpenAI · Gemini

Chosen per engagement against cost, capability, and fit — not defaulted to whichever lab we happen to prefer.

Practice

Four ways in. One that comes first.

Start here

01

Automation Sprint

A defined set of workflow automations — intake, onboarding, follow-up — built on n8n and integrated with the tools you already run.

Reclaim billable hours

02

AI Assistant

A custom AI agent for support, lead qualification, or internal knowledge.

03

Custom Application

A client portal or internal business app, built end-to-end and deployed via the standard pipeline.

04

Growth Site

An AI-assisted, conversion-focused website with analytics and lead capture.

Often the entry point

Why we win

What we are not: a template shop, or a vendor that disappears after launch.

  1. 01

    Operator credibility

    Built by someone who has worked inside financial services, risk, and operations — not a generalist who learned the vocabulary yesterday.

  2. 02

    Enterprise capability, studio economics

    An AI-first production system delivers work that looks and performs like an in-house engineering team produced it, at a fraction of the cost and time.

  3. 03

    Recurring partner, not one-off vendor

    We stay embedded through managed services and continuous optimization, so results compound instead of decaying after launch.

  4. 04

    Outcome accountability

    Every engagement is defined and reported against business metrics, not vanity deliverables.

Delivery model

A clear path from strategy to production.

  1. 1

    Discovery

    Structured intake of goals, current state, and success metrics.

  2. 2

    AI Analysis

    Automated analysis of your current site and reference sites, grounded in evidence.

  3. 3

    Design

    Strategy converted into design, reusing component and template libraries.

  4. 4

    Build

    Assembled on the standard stack from reusable parts — Claude Code writes the implementation.

  5. 5

    Deploy

    Shipped to production via GitHub → Cloudflare Pages, with DNS, SSL, and security handled.

  6. 6

    Optimize

    Handed off into the managed retainer; measured and improved continuously.

Stack

Built on a standardized, transparent stack.

We standardize around these tools because they maximize delivery speed, maintainability, and interoperability — not because they're the only option. We substitute only where an alternative gives a clear, specific advantage.

Build layer

Claude — chat, design, code

Knowledge & version control

GitHub

Hosting, DNS, domain & security

Cloudflare (Pages)

Database / data services

Supabase

Workflow automation

n8n

Payments & subscriptions

Stripe

AI models

Claude · OpenAI (ChatGPT) · Google (Gemini)

Productivity

Google Workspace

Analytics

Google Analytics & Search Console

Who's behind this

Built by someone who's worked inside the compliance and operations you're trying to automate — not a generalist who learned the vocabulary yesterday.

  • Wealth management
  • Financial services
  • Risk
  • Operations

Solo, disclosed

Richard Rios is currently the sole individual with access to client systems and data. That's a smaller access surface, with a single accountable owner — not a support queue routing you to whoever picked up the ticket.

Data & compliance

Your data, handled with care.

Rios Applied AI is built by an operator who worked inside regulated financial services, so confidentiality and data discipline are designed in, not bolted on. This is a technology-vendor data-handling statement, not legal advice — the full reference is available for your compliance or IT team on request.

Where data lives

Client data is stored in a dedicated Supabase database in the U.S., isolated per engagement. Portable and exportable to you at any time.

AI models

We use enterprise/API tiers that don't train on your data. We minimize what any model sees and never send sensitive records to a model without your explicit, scoped approval.

Access

Least-privilege access with 2FA on every system. As a solo studio, Richard is the sole handler of client data; access is documented.

Confidentiality

NDA available on request. Your data is never shared, resold, or used for any other client.

Compliance

We build to fit within your regime — SEC/FINRA, state bar, applicable privacy law. You remain the compliance authority; your compliance/IT signs off on tools and data flows.

Offboarding

On request or at engagement end, we export your data to you and delete our copies.